📈
Wavn for Finance

Document every call as carefully as you make it.

Analysts want AI for research and analysis. Compliance blocks OpenAI's data terms. Wavn lives exactly in that gap — research with sources, analysis without leaks, a record of every thesis.

Every investment decision needs a paper trail, and proprietary data can't leak. Most AI tools give you neither — no record of why, and terms of service that make compliance nervous.

How Wavn helps finance

Built for the way you decide.

A documented thesis, automatically

Mark each call as a decision, action, or open question. The reasoning behind every position is captured as you build it — not reconstructed under audit pressure later.

The bear case, before you commit

The Perspective Engine lays out the bull and bear case side by side with sourced evidence. Rift puts two engines in opposition so you've stress-tested the thesis before capital moves.

Research and analysis in their lane

Perplexity runs sourced market research, Gemini handles long-context analysis, Claude writes the memo. Each routed to the engine genuinely best at it.

No OpenAI

Data that never leaks

No OpenAI, no consumer data terms over proprietary positions. Your analysis never trains a model and never leaves your isolation — documentable for compliance.

A day in Wavn

An analyst pressure-tests a thesis.

A fund is considering a position in a mid-cap industrial. The analyst is convinced — which is exactly when a second opinion matters most. Here's that hour in Wavn.

01
He lays out the thesis on the canvas in plain language, with the key assumptions.
02
Perplexity pulls recent filings and coverage; Gemini runs the long-context analysis. Both cited, on-canvas.
03
He runs Rift — one engine builds the bull case, one builds the bear case. The bear case names a risk he'd discounted.
04
He marks the decision with the open risk attached. The IC sees the full reasoning, not just the conclusion.

Illustrative scenario. Wavn is invite-only and pre-launch; no real client data depicted.

Position memo — Meridian Industrial
I'm bullish on MRD on margin expansion and the backlog. Build me the strongest bear case — what am I underweighting?
Gemini · Analysis
Your bull case rests on backlog conversion holding. The bear case: two of three top customers are in cyclical end-markets, and the backlog's weighted toward them. If the cycle turns, conversion slips just as margins peak.
Supports
Backlog at multi-year high; margin expansion already visible in last two quarters.
Disputes
Customer concentration in cyclical end-markets; backlog quality untested in a downturn.
Decision: Size the position smaller until customer-concentration risk is quantified.
← See all the fields Wavn is built for