Firm lens

Your thesis, loaded in from the start.

Sectors you back, the numbers you anchor on, the patterns your partners pass on. Tell Hebrides once, and every insight, answer and memo is framed through your lens.

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Try it · The firm profile with three example firms. Switch between them, pick a deal, or edit the thesis yourself.

Generic analysis is the wrong analysis.

A deal that is perfect for one fund is a hard pass for another. A 58% gross margin is fine for a services roll-up and a warning sign for a software thesis. Analysis that ignores who is investing misses the point.

The firm lens is where Hebrides learns how you invest: what you back, at what stage, on what terms, and what you never touch. It then runs through every analysis the platform produces.

How it works

Investment thesis

What you invest in, at what stage, on what terms. Sectors, cheque size, the numbers you anchor on and your hard passes, in your own words. Attach a thesis document if you already have one.

Firm context and notes

Pattern-matching from past deals, quirks of your process, anything Hebrides would otherwise have to guess. Tell it where your edge is, and what you habitually pass on.

Buy-side or sell-side

Buy-side firms get documents shaped as investor evaluations: IC memos, recommendations, a diligence voice. Sell-side teams get information memoranda that present an asset to buyers.

Where the lens shows up

A thesis-fit section on every research insight. Chat answers framed through your lens. Valuation analysis that references your thesis. IC memos structured around your patterns.

Research insights: matches, concerns and open questions
Chat: answers framed through your lens
Valuations: analysis that references your thesis
IC memos: structured around your pattern

What’s inside

Firm lens, in detail.

Thesis in your words: Up to 8,000 characters, with an optional thesis document.
Context notes: Up to 4,000 characters of firm memory and pattern-matching.
Automatic summary: Hebrides distils the thesis into a short line you can check at a glance.
Lens completeness: See at a glance whether the lens is dialled in.
Thesis-fit scoring: Every tear sheet can be scored against the latest version of your lens.
Admin controlled: Only admins amend the firm profile; everyone else reads it.

“Upload your investment thesis once. Sectors, hard passes, the patterns your partners look for. Hebrides applies it to research insights, data interrogation and reports, so the analysis reads like it came from your firm.”

How the firm lens works

FAQ

Firm lens: questions investors ask.

What should go in the firm lens?

Your sectors, stage, geography and cheque size; the metrics you anchor on, such as ARR floors or gross margin bands; your hard passes; and any patterns from past deals your partners rely on.

Is our thesis used to train models?

No. The firm profile is never used to train models. It is loaded as context for your firm’s analysis only.

Can we change the lens later?

Yes. Admins can amend the thesis and notes at any time. Existing tear sheets show which version of the lens they were scored against, and you can re-run them with the latest one.

Research insights

Hebrides reads every document in the deal, cross-checks claims against each other, surfaces risks and contradictions, and scores the deal against your thesis.

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Report Agent

Hebrides drafts the first version from the structured deal, in the format you already use.

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Hebrides Chat

Drill into a number, sense-check a claim, pull a comparable, build a chart.

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