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Family Office
Research & Diligence

Institutional research. Two-person team.

Your family office covers multiple sectors with a small team. ThesisLoop gives you the research depth of a full analyst team — management tracking, business model evaluation, growth analysis, and risk assessment across your entire portfolio.

Two people covering pharma, banking, and IT. You can't read every annual report for every holding.

New investment opportunity — you need diligence on a company you've never tracked before.

Your principal asks about management credibility. You'd need days to backtest their promises.

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How ThesisLoop Helps

Define metrics once, compare across all peers instantly

22 Sectors Covered

Pre-built sector knowledge for pharma, banking, IT services, and 19 more Indian sectors.

Management Scoring

Backtest management promises vs delivery. Credibility built over multiple years of filings.

Full Traceability

Every finding traces to the exact PDF page. Your principal can verify in one click.

LLM Export

Export as markdown. Feed into NotebookLM, ChatGPT, or Claude for deeper conversations.

Your Workflow, Transformed

1

Read

300-page annual report. You skim the MD&A and hope.

AI reads every page and extracts what matters for your sector.

2

Track

Management said 20% growth. You forgot. They reported 12%.

Every promise tracked. Delivery scored. Credibility built over time.

3

Compare

8 peers, 8 reports. Manually building an Excel comparison.

One metric, all peers, one view. Jump to the source page in each.

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Your AI investment team is ready.

Professional-grade research for your portfolio. No team required. Start in minutes.