Your AI investment
writer.
An agentic system that connects live market data, ticker research, and fund analytics to generate professional commentaries, one-pagers, and investment reports — in minutes.
No credit card required · 7-day free trial · 500+ investment professionals
Performance Summary — Net of Fees
| Q4 | YTD | 1-Year | |
|---|---|---|---|
| Fund (Net) | +14.2% | +22.1% | +19.8% |
| S&P 500 | +11.9% | +19.8% | +17.1% |
| Alpha | +2.3% | +2.3% | +2.7% |
Q4 2024 Commentary
The fund delivered +14.2% net returns in Q4 2024, outperforming the S&P 500 by +2.3%. Technology holdings drove outperformance, led by our conviction position in semiconductor infrastructure. We added to NVDA on the August pullback and exited INTC following deteriorating fundamentals. Concentration in high-conviction names continues to yield alpha, with a Sharpe ratio of 1.84 reflecting disciplined position sizing relative to realized volatility.
Attribution — Contributors & Detractors
Trusted by leading investment firms
12,000+
News & data sources monitored
Real-time feeds
10×
Faster than manual commentary writing
Time to publish
98%
Client satisfaction rate
Across all plans
From data to document. In one conversation.
FinScribe is not a writing assistant — it's an agentic system. When you ask for a document, it orchestrates live data, runs calculations, writes, and checks compliance automatically.
Connect
Link your brokerage or custodian account via Plaid. Holdings, positions, and balances sync automatically — no manual entry.
- Plaid bank-grade OAuth
- Real-time position sync
- Cost basis & returns
Ask
Type a natural language request: "Write a Q4 fund commentary for our LPs in a professional tone." No templates, no forms.
- Natural language input
- Tone & audience controls
- 5 document types
Orchestrate
FinScribe's agentic pipeline fires automatically — pulling live market data, calculating performance metrics, and running compliance checks.
- Live AlphaVantage data
- SEC filing lookups
- Performance analytics
Publish
A structured, compliance-pre-scanned document lands in your workspace. Edit, export to PDF/DOCX, or share via URL.
- PDF & DOCX export
- Shareable URLs
- Compliance pre-scan
"Your AI investment writer doesn't just write — it researches, calculates, and checks compliance first."
Five document types. One platform.
Tell FinScribe what to write. It knows the format, pulls the data, and follows the rules — for every document type in your IR toolkit.
Quarterly Letter
Investor-facing quarterly performance & positioning
A structured quarterly letter for your investors — portfolio returns, benchmark comparison, sector views, and forward outlook. Tone and audience configurable.
Data pulled automatically
- Portfolio return vs benchmark
- Sector weights & shifts
- Top contributors / detractors
- Outlook & positioning
Q4 2025 INVESTOR LETTER
Meridian Growth Fund, L.P.
The fund returned +8.4% in Q4 2025, outperforming the S&P 500 benchmark of +6.1% by 230 basis points. Technology and energy sector positions drove the bulk of outperformance.
NET RETURN +8.4% ALPHA +2.3%
Looking ahead to Q1 2026, we remain constructive on growth equities but have trimmed concentration in mega-cap technology...
Everything you need for professional investment writing.
FinScribe's agentic engine orchestrates data retrieval, analysis, and drafting — from raw market feeds to client-ready documents, so you can focus on decisions.
Market Sentiment Engine
Aggregate sentiment from news, filings, and social feeds to add conviction-backed context.
Ticker Deep-Dive
Earnings, SEC filings, price action, and peer comps in one structured brief.
Fund Commentary Generator
Transform raw NAV, returns, and attribution data into polished quarterly commentaries.
Performance Analytics
Fund returns, benchmark deltas, sector allocation, and attribution analysis.
One-Pager Builder
Professional fund summaries with metrics and visuals in seconds.
Multi-Audience Export
Tailor output for LPs, media, or client portals with tone and detail controls.
Compliance Scan
Automated SEC Marketing Rule 206(4)-1 scan flags risky language before you publish. High, Medium, and Low severity ratings on every draft.
Plaid Account Sync
Bank-grade OAuth connection to 12,000+ institutions. Live portfolio positions, holdings, and cost basis — always current.
The writing infrastructure investment professionals have been waiting for.
FinScribe isn't a chatbot you prompt and hope for the best. It's a coordinated pipeline — pulling your actual portfolio data, fetching live market context, calculating performance metrics, writing a structured document, and scanning for compliance issues. Every time. Automatically.
↗ Document ready — open in editor
43.7sEvery generation runs this pipeline automatically. No manual data entry. No separate compliance step. The orchestration layer is the product.
Generic AI
- Single prompt — no tool calling or data pipeline
- No access to your actual portfolio or benchmarks
- Unstructured output — not ready to send to clients
- No compliance review — your liability, not theirs
- One tone, one audience, zero configurability
FinScribe
- 5-step orchestrated pipeline — fully automatic
- Live holdings, benchmark prices, and market feeds
- Structured, export-ready documents every time
- SEC Marketing Rule scan built in — not bolted on
- Audience-aware output: LPs, clients, media, internal
Orchestration Engine
Not a wrapper around a model. A directed pipeline that sequences data calls, calculations, writing, and compliance review — automatically. Nothing to configure.
- Automatic tool sequencing
- No manual data entry
- Document-ready in under 60 seconds
Compliance Architecture
SEC Marketing Rule 206(4)-1 review is woven into every generation. Severity-ranked flags before the document reaches your editor — not after.
- Guarantees & promissory language
- Performance claims without disclosures
- Forward-looking statements
Live Data Layer
Every document is grounded in your actual numbers — live holdings, calculated returns, benchmark deltas — pulled automatically from connected accounts and market feeds.
- Plaid-connected custodians
- AlphaVantage market feeds
- Real-time attribution metrics
Audience Intelligence
The same portfolio data produces genuinely different output for LPs, retail clients, or internal teams. Different structure, disclosure depth, and voice — not just a different header.
- LP vs. retail voice profiles
- Institutional & conversational modes
- Configurable disclosure depth
Compliance resolved. Before delivery.
FinScribe runs a dedicated compliance agent on every document in-flight. Violations aren’t flagged for you to fix — they’re detected, rewritten, and resolved before the document ever leaves the system.
- Promissory language — rewritten automatically
- Performance claims — required disclosures appended inline
- Forward-looking statements — caveats added
- Conflict-of-interest flags — escalated to compliance
Detection → Resolution
Designed to resolve common Rule 206(4)-1 violations pre-delivery. Not a substitute for final legal review. Reviewed against SEC Rule 206(4)-1 (effective May 4, 2021).
The fund delivered exceptional performance last quarter with guaranteed returns of 12%, which consistently outperforms the market. Looking ahead, we expect strong returns in 2026...
Promissory language — Rule 206(4)-1(a)(6)
✓ Rewritten: "historical returns of 12% over the trailing 12-month period, with required risk disclosures"
Unqualified performance claim — benchmark and time period required
✓ Rewritten + Disclosure: "outperformed [benchmark] by X% over the 3-year period ending [date]. Past performance is not indicative of future results."
Forward-looking statement — caveat required under Rule 206(4)-1
✓ Caveat Added: "anticipate continued growth, subject to market conditions. This is a forward-looking statement and not a guarantee of future performance."
✓ Compliant Version — Agent Output
The fund delivered exceptional performance last quarter with historical returns of 12%1, which outperformed [benchmark] by X%2. Looking ahead, we anticipate continued growth, subject to market conditions.3
1. Trailing 12-month period ending [date]. Past performance is not indicative of future results.
2. Benchmark: [Index]. 3-year period ending [date]. Past performance is not indicative of future results.
3. Forward-looking statement. Actual results may differ materially due to market and other conditions.
Built for the professionals who actually write investment documents.
Whether you're a solo portfolio manager or a 10-person IR team, FinScribe fits your workflow — and your compliance requirements.
Portfolio Manager
RIAs & hedge funds
The problem
"Writing Q4 letters takes 3 days. That's 3 days not managing the portfolio."
Generate data-grounded quarterly letters in under 30 minutes. Live performance analytics, benchmark comparison, and positioning commentary — all auto-populated from your connected accounts.
IR Director
LP relations teams
The problem
"40+ LP updates per month. Each one needs to feel personal — but the team can't scale."
Tone controls, audience profiles, and per-LP output customization at scale. FinScribe differentiates writing for LPs versus media versus retail clients — genuinely, not just with a header change.
Financial Advisor
Independent RIAs
The problem
"Client reports feel templated and generic. Compliance reviews slow everything down."
Branded output per firm, compliance pre-scan before it reaches your legal team, and client-ready PDFs in minutes. FinScribe understands your firm's voice — not just a generic AI template.
IR Team
Asset management firms
The problem
"We're a 3-person IR team expected to produce the output of a 10-person team."
Team workspace with role-based access, approval workflows, audit trails, and brand customization. FinScribe acts as an always-on analyst that handles drafting so your team focuses on relationships.
Every document grounded in real data.
FinScribe doesn't hallucinate numbers. Every document is backed by live portfolio data, real-time market feeds, and regulatory filings — fetched at the moment you ask.
Plaid
Account Sync
Bank-grade OAuth connection to 12,000+ financial institutions. Syncs holdings, positions, balances, and cost basis in real time.
AlphaVantage
Market Data
Live equity prices, major index levels (SPY, QQQ, DIA, IWM), 10-year Treasury yield, and Fed Funds rate — fetched at document generation time.
SEC EDGAR
Regulatory Filings
On-demand access to 10-K, 10-Q, 8-K, and proxy filings for ticker deep-dives and compliance cross-referencing.
News & Sentiment
12,000+ Sources
Real-time news feeds, financial blogs, and social signals aggregated and scored for market sentiment context in every document.
PDF / DOCX Export
Document Output
Native export to PDF and DOCX with firm-branded templates. Formatted, client-ready — no post-processing required.
Shareable URLs
Publishing
Web-hosted document sharing with access controls. Send a link instead of an attachment — view tracking included on Firm and Enterprise plans.
No manual data entry. Ever.
Connect once via Plaid and FinScribe keeps your portfolio data current. Every document you generate reflects your actual holdings at the time of generation.
Trusted by investment professionals.
FinScribe cut our quarterly commentary process from 3 days to 3 hours. The quality is indistinguishable from what our analysts produce.
Sarah Chen
Portfolio Manager, Meridian Capital
Finally, an AI tool that understands the difference between writing for LPs and writing for retail clients. The tone controls are excellent.
Marcus Webb
IR Director, Apex Funds
We generate 40+ client reports a month. FinScribe made that possible without growing the team.
Priya Nair
Head of Investor Relations, Sequoia Asset Management
3 days to 3 hours. Without growing the team.
Sequoia Asset Management's IR team generates 40+ client reports every month. Before FinScribe, each quarterly letter required two dedicated analysts and three full days. Now the same team produces more output in a fraction of the time — with higher consistency and zero compliance flags on first draft.
"We generate 40+ client reports a month. FinScribe made that possible without growing the team."
Before
After FinScribe
Time per quarterly letter
3 days
~24 analyst hours
Time per quarterly letter
3 hrs
↓ 87% reduction
Analysts required
2
Fully dedicated
Analysts required
Same
No headcount added
Reports per month
~15
Team capacity limit
Reports per month
40+
↑ 2.6× output
Compliance review rounds
2–3
Avg per document
Compliance review rounds
1
Pre-scanned on generation
Your portfolio data. Always yours.
FinScribe handles sensitive financial data from day one. Our security posture is designed for the regulatory environment investment professionals operate in.
End-to-End Encryption
All data in transit and at rest is encrypted via TLS 1.3 and AES-256. Your portfolio data never travels unprotected.
Bank-Grade Account Security
Account credentials never touch FinScribe servers. Plaid handles all OAuth authentication with your brokerage or custodian.
No AI Training on Your Data
Your portfolio data, documents, and conversations are never used to train AI models — not by FinScribe, not by any third party.
Full Audit Trails
Every document generated is logged with timestamps, user identity, and version history. Required for compliance-driven firms. Available on Firm and Enterprise plans.
SOC 2 Type II (In Progress)
FinScribe is undergoing SOC 2 Type II certification. Security controls are designed and implemented to meet AICPA Trust Services Criteria.
WORM Archiving
Enterprise plan includes write-once, read-many document archiving for regulatory retention requirements — immutable, timestamped, and auditor-ready.
Precios
Elige el plan que mejor te funcione.
Starter
For individual advisors getting started.
- 10 documents per month
- 25 revisions per document
- 3 document types
- Plaid connection
- Basic templates
- PDF export
Professional
For serious financial advisors.
- Unlimited documents
- All document types
- Tone profiles
- Compliance scan
- Shareable URLs
- PDF + DOCX export
- Market context
Firm
For small advisory teams.
- Everything in Professional
- Up to 5 seats
- Team workspace
- Approval workflows
- Brand customization
- Audit trail & analytics
Enterprise
For large firms and institutions.
- Unlimited seats
- SSO & VPC deployment
- Custom AI model
- SLA guarantee
- Portfolio accounting integrations
- WORM archiving
Preguntas frecuentes
Todo lo que necesitas saber sobre FinScribe — desde cómo funciona hasta cumplimiento, datos y facturación.
Join fund managers, analysts, and IR teams using FinScribe.
Let our agentic system handle research, analysis, and drafting — you focus on the decisions.
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