Per-company knowledge from your reading flow.
An investment analyst tracks dozens of companies — portfolio, pipeline, comparables — across a constant stream of filings, news, teardowns, and expert calls. The reading is the job; the synthesis is the deliverable. But the synthesis usually means re-reading everything when the IC memo is due. Pith makes the reading compound: tag each article to a company, and a cited wiki page per company builds itself as you read. When the memo or the partner question lands, you start from a sourced summary, not a folder of links.
What changes for you
Scenario 1
Build an IC memo from six weeks of reading
By the time a deal reaches the investment committee, you've read 40+ sources on the company and its market. Pith's per-company wiki already organises them by concept — business model, unit economics, competitive set, regulatory exposure — each claim cited. The memo writes faster because the evidence is already synthesised.
Scenario 2
Answer the partner's curveball with a citation
"What did that teardown say about their churn?" Instead of digging through history, you search your company wiki and surface the exact passage, linked to the source. The reading you did three weeks ago is still working for you.
Scenario 3
Keep the whole portfolio warm
Across 20 portfolio companies, catch-up resurfaces what's newly relevant per company — a competitor raise, a regulatory shift, a key hire — so no company goes cold between board meetings.
Founder's note
Investment work is reading at volume under deadline. The painful part isn't finding sources — it's that the synthesis evaporates the moment you close the tab, and you rebuild it when the memo is due. Pith keeps the synthesis, cited, per company, so the reading you already did is the memo's first draft.
FAQ
Is the company wiki sourced well enough for an IC memo?
Every wiki claim links to the bookmark it came from, so you can verify and quote with provenance — built for work where the source matters.
Can I keep deal pipeline and portfolio separate?
Yes — each company is its own tag, and you can scope the wiki, search, and briefings to a single company or view across them.
How is this different from a NotebookLM notebook per company?
NotebookLM works in batch uploads. Pith captures continuously from your reading flow and keeps each company current automatically — no re-uploading when something changes.
What about confidential or MNPI material?
Data is workspace-isolated and stored in Frankfurt, Germany; we don't train models on your content. Apply your firm's policy on what you save — Pith treats it as private to your workspace.
Can my AI assistant query the research?
Yes — MCP access exposes your company wiki to Claude, Cursor, or claude.ai, so you can ask 'what do I know about X' from your tools, with citations.
Does it work for a solo analyst?
Yes — a personal workspace with one tag per company is exactly the solo-analyst pattern.
Related
Last reviewed: 25 May 2026