Business before ticker
Begin with how the company works, not with a prediction about its share price.
Why Suvi exists
More information is easy. Accountable judgment is hard.
Suvi is building an investment research system in which a thesis stays connected to evidence, counter-evidence, and the decisions that changed it.
Meet the open-source engineResearch principles
The standards behind Suvi.
Evidence before narrative
Keep facts, inference, assumptions, judgment, and unknowns visibly separate.
Counter-evidence before conviction
Write down what would weaken a claim before new evidence arrives.
Responsibility before automation
AI can prepare and challenge a decision; the investor remains accountable for it.
Built from investment practice
Built for investors who think in businesses.
AgenticThesis combines value-investing questions with software engineering discipline: understand the business, test the thesis, and preserve the evidence.
- An investor’s questions
How does this business make money? What sustains its competitive advantage? What would invalidate the reasons for owning it? These questions shape the product.
- Engineering discipline
Preserve the evidence, make changes traceable, and keep judgment with the investor. Turn the research process into software that can be inspected and improved.
- Designed for repeated use
The product follows recurring research work: new disclosures, changing evidence, explicit review decisions, and a thesis history that remains inspectable.
Open source · self-hosted · human-reviewed