Documentation

Introduction

Arthvion is a multi-agent due-diligence workspace. You brief it once on a company; four specialist agents fan out across public filings, market intelligence, and litigation records in parallel, and a synthesis pass reconciles their findings into a single, sourced investment memo with a 0–10 conviction score.

Around the memo sit a set of analyst surfaces — comparables, a screener, earnings tracking, a monitored watchlist, a deal pipeline, and a question-answering layer over your own documents. Everything is scoped to your workspace and every figure in a memo is traced to its source.

Quickstart — your first memo

1. From the dashboard, open New report (or press N).
2. Enter a subject company — a public ticker, a company name, or a private company. Add the ticker on the right if you know it; it sharpens the filings lookup.
3. Pick your analysis scope. All four agents (Financial, Risk, Market, Legal) are on by default — toggle off any you don’t need to save time and credits.
4. Optionally add a thesis or context note to steer the agents toward what you care about (e.g. “focus on services-margin durability”).
5. Submit. The run streams live as the agents work; when synthesis finishes, the memo opens automatically. Read it, switch section tabs, and export or discuss with your team.

How a memo works

A run is orchestrated by a lead agent that dispatches the four specialists in parallel. Each specialist connects to its own data sources, does its own tool calls, and returns a structured section. A final synthesis pass reconciles conflicting evidence across the four, writes the executive summary, and assigns the conviction score.

The memo is organised into tabbed sections:

• Financial — revenue, margins, segments, cash-flow durability.
• Risk — material-risk register grouped by severity.
• Market — TAM, share, competitive map, demand signals.
• Legal — litigation, regulatory, and IP exposure.
• Action Queue — auto-generated next-step diligence tasks.
• Discussion — threaded comments for your team.

Sections that don’t come back with enough sourced data are discarded rather than padded — a thin or missing section means the agent couldn’t substantiate it, not that it’s hidden.

Specialist agents

When your workspace has uploaded documents, every specialist can also cite those alongside its public sources — see Documents & corpus.

Conviction & citations

The headline 0–10 conviction score is the synthesis agent’s calibrated output, not an average of the sections. Each section also carries its own confidence value, so you can see where the evidence is strong and where it’s thin.

Every quantitative claim is traced to a citation. The citation count is shown on the report header, and findings are cross-checked against the strongest opposing source before they land in the memo. Monetary figures are stored as raw numbers, so exports stay machine-readable.

Comps

Pull a public-company peer set and get trading multiples — P/E, EV/EBITDA, and EV/Revenue — with an implied valuation for the target. The multiples and the implied valuation are computed deterministically in code (median-of-peers), not generated by the model, so the math is reproducible. The model only writes the surrounding narrative.

Screener

Filter the public universe by sector, size, growth, and margin to build a target list. Any name you surface can be sent straight into a full memo run, so screening and diligence stay in one place.

Earnings

Track quarterly results and call highlights for the companies you follow — surprises, guidance changes, and segment moves — without opening each filing yourself.

Watchlist & alerts

Add a company to your watchlist and Arthvion re-scans it on a schedule. When a material change appears in filings, litigation, or news — an earnings surprise, an M&A event, new litigation, an executive departure — you get a notification, surfaced in the Live monitor. Re-running diligence on a flagged name is one click.

Pipeline & actions

The Pipeline tracks deals through stages so your team shares one view of what’s in flight. For deals, Arthvion auto-generates an Action Queue — concrete next-step diligence tasks derived from the memo’s findings — so the memo turns into work rather than just a document.

Deal Room Q&A

Ask plain-language questions across your uploaded documents and public filings. Answers come back cited to the exact source passage, so you can jump straight to the evidence. This is the fastest way to interrogate a data room without reading it end to end.

Documents & private corpus

Upload your own documents — data rooms, fund memos, CIMs, filings — from the Knowledge base. They’re indexed into a private corpus that the agents can retrieve from and cite alongside public sources during a run.

The corpus is tenant-isolated: retrieval is scoped to your workspace server-side, so one workspace can never see another’s documents. File type is detected from the file’s actual contents, not its name or headers.

Exports

A completed memo can be taken out of the app two ways:

• PDF — the Print Report view renders the full memo for print or save-as-PDF.
• JSON — the Export JSON button downloads the typed report payload (every section, figure, and citation) for downstream tooling such as a CRM or data warehouse.

Team & roles

Your account belongs to a workspace — the unit that owns memos, documents, and billing. Members have one of two roles:

• Admin — can invite/remove members, rename the organisation, and manage billing.
• Analyst — can run memos and use every surface, but not change org-level settings.

Admins can set the firm / company name in Settings → Organization; it appears in the sidebar and on exported reports. You can also set this optionally at sign-up.

Plans & credits

Each memo run consumes one memo credit; your remaining balance is shown on the New report screen and on the Usage tab. Upgrades and top-ups are handled in Settings → Billing.

FAQ

Is this investment advice?

No. Arthvion is decision-support. It sources and cross-checks its claims, but you should verify material figures against the underlying filings before acting.

How fresh is the data?

SEC content reflects filings as published; market and news content is gathered at run time. To pick up changes, re-run the memo or add the company to your watchlist for scheduled monitoring.

Can I analyse a private company?

Yes, by name — though coverage is thinner without public filings. Upload a data room or other documents to enrich the analysis with your own sources.

Why did a section come back empty or low-confidence?

The agent couldn’t substantiate it from available sources. Arthvion discards unsupported sections rather than fabricating content, so a gap is an honest signal.

Where does my data live?

Everything is scoped to your workspace, and uploaded documents are tenant-isolated so they’re never visible to other workspaces.

Need a hand?

Use Help → Contact support in the app, or email support@arthvion.com.