The Investor Brief, what changed, conflicting sources, five source types, refresh reminders and asking the dossier.
At the top: what we know, what changed, what is claimed, what remains unknown, important evidence, questions to investigate, contradictions, risks to examine and sources. It never says invest or pass.
What changed? compares the latest research on each section with the version before it — new findings, changed figures, events since, and findings no longer reported — each linked to its sources. Findings new since your last visit are marked New.
Findings are grouped as Founder-declared, Web-sourced, Investor-recorded and Platform-derived. AI interpretation sits in its own dashed box — including any web finding with no source, or with a figure the source does not contain.
Web research used — View sources lists each source with its category (Primary, Secondary, Community), the site, the date it was published if stated, and the date it was read.
When sources disagree, Conflicting information shows both sides as unresolved with a suggested way to verify. Research it, turn it into a question, or mark it resolved in your own words — nothing is resolved for you.
Each section shows when it was last researched. Refresh opens the run controls; Set refresh reminder brings it back on a date. Age alone never marks research as out of date.
Questions we still need answered can be Still unknown, Partially answered, Answered, Needs founder confirmation or Needs external verification. Research this sends a question to the agent that can answer it, with what the dossier already knows.
Link connects a finding to a question, a thesis, a diligence item or a decision on the deal.
Ask a question about the dossier. Each part of the answer is labelled From this dossier, From your MFJ data, From a current web search or General knowledge. A web search runs only if you tick it.
Watch this company or Watch this market adds it to your watchlists with topics and a checking schedule.
Reference Research is a log you fill in yourself — nothing places the call for you.
Open Use a research dossier in the app (sign-in required).