Vendemo watches every position against the reason you own it, flags which households need you today, and drafts what to say. The half-dozen tabs you juggle each morning — research, CRM, custodian, news — collapse into one page. You spend the hour on clients, not prep.
"Held for category-leading data-cloud growth and net-revenue-retention above 160%."
"SNOW has been a great holding, but the growth story that justified the position is softening — and it's 35% of the portfolio. I'd like to walk through trimming it back toward a level that still keeps your upside."
Today the prep is scattered — research in one window, the CRM in another, the custodian portal, the news feed, the planning tool, your inbox. Vendemo pulls the daily advisor workflow into a single surface: see what changed, who's affected, and what to say — then send it.
Vendemo isn't a cost line — it's leverage on the two numbers that run an advisory practice: capacity and retention.
Cut morning prep from hours to minutes — grow without hiring an analyst.
Catch a concentration risk or a breaking thesis before it costs the client the relationship.
Show up more prepared than any competitor. Under-served clients quietly leave.
When a client asks what they're paying for, you have receipts — not a story.
Keep one client who would have left, and it's paid for itself.
The hours it gives back grow your book.
The monitoring is only as good as the engine behind it — and Vendemo's is proprietary. It doesn't summarize the news; it builds a thesis on each holding and stress-tests it the way a good analyst would, in seven auditable steps.
The stated reason to own, captured per position.
Filings, transcripts, news, estimates, macro — point-in-time safe.
A deterministic verifier scores how well the evidence backs the thesis.
Concentration, overlap, liquidity, and event risk — against the household's book.
Probability-weighted bull / base / bear outcomes.
The events that would change the call, watched continuously.
Talking points, email, CRM note — cited, and left for your review.
Point-in-time safe: the engine can only retrieve and cite what was knowable on the decision date — so a review from last quarter is auditable against what you actually knew then, not what happened after.
Research reads deeply inside a set of documents you upload. Consult reaches across your whole practice — your book, your documents, the thesis monitor, and live market data. Both put a citation behind every claim.
A focused reading room for one stack of documents — manager letters, DDQs, memos, statements. Ask in plain English; every answer is grounded only in those files.
One question, answered across everything Vendemo knows, then synthesized into a single cited answer. It connects facts you’d otherwise pull from four places.
Pick a ticker. Vendemo pulls the latest material catalyst, runs it through the engine, and produces the page you'd actually use before a client call — talking points, anticipated questions, cross-asset implications, and a risk to flag in review.
Broad "investment-office AI" lets you ask questions of documents. Vendemo does the thing that actually matters in a review: it tests whether the original reason to own a position is still true — with a deterministic verifier, a portfolio risk gate, probability-weighted scenarios, and a citation behind every claim.
And it compounds. The longer it runs, the more drift history accrues — "this thesis has been eroding for three straight quarters" is something only an engine that's been running can tell you.
We don't claim "compliance loves it." Every output simply produces what a review process usually has to chase down by hand:
Designed for advisor review and firm oversight.
Vendemo isn't a per-seat tool you expense on a card. We deploy on top of your existing stack — custody, CRM, and your compliance archive — and start with a scoped pilot on a slice of the book, so the value is proven before anything goes firm-wide.