Design partner programme
Become a design partner.
We're working with a small number of investment professionals to evaluate Portfolio Intelligence against real research workflows. You get the product against your own names; we get the feedback that decides what gets built next.
What's included
30-day research pilot
- 10–50 securities of your choosing
- Portfolio morning brief, delivered before market open
- Investment thesis monitoring across your assumptions
- Event prioritisation with materiality scoring
- Evidence and source attribution on every conclusion
- Weekly feedback session with the founder
- No brokerage credentials required
- No automated trading, at any point
Pilots are free during the design partner phase. In exchange we ask for an honest hour a week — including the weeks where the output isn't good enough.
Apply
Tell us about your workflow
We don't ask for your holdings on this form, and we won't ask for them by email. Securities in scope are agreed once a pilot begins.