Private beta, onboarding now
Institutional memory for relationship-driven firms
PANI turns email, WhatsApp, calendar, and deal activity into a searchable, cited intelligence layer for investment and advisory teams.
Built by Comorin Research for boutique financial teams.
PANI
Intelligence Graph
Connects to
- Gmail
- Outlook
- Google Calendar
- DocumentsPlanned
The problem
Your firm's memory is trapped in inboxes, chats, and people's heads.
Boutique finance runs on relationships. But the context that makes those relationships valuable lives in scattered threads and individual recall: what a founder said about expansion, who made the introduction, which LP asked about India. CRMs were built for pipelines, not memory, and they only hold what someone remembers to type in.
Scattered communication
A single mandate spans Gmail, WhatsApp, calendar invites, and a partner's notebook. No one place holds the whole thread.
Nothing is searchable across sources.
Manual CRM decay
Records go stale the week after they are created. Fields stay empty because keeping them current is nobody's actual job.
The record diverges from reality.
Lost context
When a partner leaves, or a deal goes quiet for six months, the reasoning behind it leaves with them.
Institutional knowledge exits with people.
How it works
PANI builds the relationship graph automatically.
Four stages, running continuously. No forms to fill and no fields to maintain. The graph is a by-product of work your team already does.
-
01
Connect communication sources
Authorise Gmail or Outlook, WhatsApp, and calendar. PANI reads what your team already sends and receives.
-
02
Build an append-only activity log
Every message, invite, and event is written once to an immutable log. Nothing is overwritten, so history stays intact.
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03
Extract entities and themes
People, organisations, deals, commitments, and recurring topics are resolved and linked into a single graph.
-
04
Answer questions with citations
Ask in plain language. Every claim carries a link to the message or meeting it came from.
What did Arjun at Meridian say about expansion plans?
Answer
Meridian is prioritising South India expansion in FY26 and wants an investor who can support a follow-on round. Arjun raised this twice: first on the 14 May call, then again over WhatsApp on 2 July. He flagged that a decision is expected before their board meets in September.
- Gmail · Re: Intro to Meridian · 14 May
- Calendar · Meridian strategy call · 16 May
- WhatsApp · Arjun Mehta · 2 Jul
Core capabilities
Built around evidence, not data entry.
Cited AI search
Ask questions across emails, chats, meetings, and deal activity. Every answer links back to its source.
Living CRM
Contacts, companies, deals, and commitments update from actual communication instead of manual data entry.
Relationship intelligence
See who knows whom, when they last spoke, what was discussed, and what context matters.
Deal memory
Track conversations, preferences, objections, follow-ups, and decision history across each opportunity.
Provenance-first answers
No black-box claims. Every extracted fact is tied to the exact message, event, or document it came from.
Team continuity
When people leave or switch deals, the firm's memory stays searchable and usable.
Use cases
Built for firms where relationships are the asset.
Boutique PE & VC
Coverage across founders, co-investors, and LPs without a full-time CRM administrator.
- What did this founder say about expansion plans?
- Which LPs mentioned interest in India?
M&A advisory
Mandate history that survives staffing changes and long quiet stretches between processes.
- When did we last discuss this mandate?
- Who introduced us to this company?
Wealth management
Preferences, constraints, and family circumstances held by the firm, not by one relationship manager.
- What follow-ups are pending from last week's meetings?
- What has this client said about liquidity needs?
Family offices
One memory across managers, advisors, direct deals, and the people who connect them.
- Who on our side knows this GP best?
- What have we committed to review this quarter?
Security & trust
Private, cited, and enterprise-ready.
PANI is designed for firms that cannot be casual about who sees what. Access follows the permissions you already have, outputs stay tied to their sources, and every retrieval is recorded.
- Your data stays yours
- Firm data is isolated per tenant and is never used to train shared models.
- Source-linked outputs
- Every extracted fact resolves to the exact message, event, or document behind it.
- Permission-aware access
- PANI respects mailbox and channel permissions. People see only what they can already see.
- Auditability
- Ingestion, extraction, and retrieval are logged, so you can reconstruct how any answer was produced.
- Designed for sensitive workflows
- Encryption in transit and at rest, configurable retention, and regional data residency.
- Certification roadmap Roadmap
- SOC 2 Type II is planned and not yet certified. We will say so plainly until it is.
Private beta
Join the private beta
We're onboarding a small number of relationship-driven financial teams to shape PANI's early workflows.
- Direct input into the extraction and search workflows your team relies on.
- Guided setup for Gmail or Outlook, WhatsApp, and calendar.
- A direct line to the team building it at Comorin Research.
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