Knowledge Base
Knowledge Base is the analyst that holds your firm's collective knowledge in one place and gives accurate, sourced answers to anyone on your team. It reads from fund documents, advisor communications, investment research, compliance policies, meeting transcripts, and regulatory references, then answers in plain language with the document it pulled the answer from.
It is the reference tool you reach for when you need a fact, not a conversation. It does not draft client letters, send messages, take actions, or offer opinions. It looks up the answer in your firm's knowledge base and tells you what it found, or it tells you plainly that it does not have an answer.
Every answer ends with the sources it used, so anyone reading the reply can verify the original document if something matters.
What It Does
Knowledge Base answers questions about your funds, your advisors and LPs, your compliance policies, the regulations you operate under, and the market context around your work. Ask it about a fund's expense ratio, what your compliance manual says about testimonials, the recent SEC marketing rule guidance, or the language a prior advisor letter used to describe a strategy: it pulls the answer from the firm's documents and quotes the source.
It is also a quiet teammate in conversation. When a question goes unanswered in the channels it monitors, it can step in with a short, sourced reply if it is confident the answer is in your knowledge base. If it is not confident, it stays silent.
Knowledge Base is strict about its limits. It does not guess. It does not fill gaps from general training. It does not answer questions about compensation, internal HR matters, individual advisor side letter terms, or unpublished fund performance. On any of those topics it declines without acknowledging the underlying detail.
Key Capabilities
| Capability | What It Gives You |
|---|---|
| Direct question answering | A short, sourced answer to a specific question, drawn from the firm's documents |
| Source citation on every answer | The exact document or regulatory reference the answer came from, named in plain terms |
| Counts and lists over firm data | A precise count or list when the question is "how many", "top N", or "which ones" |
| Passive channel monitoring | A confident, sourced reply when a question in a monitored channel goes unanswered |
| Outdated content flagging | A note on the reply when the source it used appears to be more than six months old |
| Conflict flagging | A clear note when sources disagree, with both cited, rather than picking a side |
| Private content guard | Silent refusal on compensation, HR, side letter, and material non-public topics |
What Requires Your Attention
Knowledge Base does not send anything outbound. It answers questions inside your firm and nothing it produces reaches an advisor, an LP, or a prospect on its own.
Its job is to surface what your documents say, accurately and with sources. When the question calls for an outbound action (drafting a follow-up to an advisor, preparing an LP update, sending a compliance-reviewed marketing piece), Knowledge Base hands the underlying information to you. You decide what to do with it, and any client-facing message goes through the agent that owns that drafting work, which then waits for your approval before anything is sent.
The two things that need your attention from Knowledge Base directly are simpler. First, when an answer ends with an outdated-content flag, verify the underlying document before acting on it. Second, when an answer flags a conflict between sources, read both citations and decide which one applies to your situation. Knowledge Base will not resolve those conflicts for you.
Who It's For
- Wholesalers and distribution staff: Get a quick, sourced answer on fund mechanics, expense ratios, share classes, and platform availability without paging the product team.
- Investor relations: Pull the language from a prior LP letter, confirm a fund term, or check what the offering documents say before responding to an LP request.
- Compliance leads: Look up internal policy, the current SEC or FINRA position on a marketing question, or prior enforcement context, with the source named so the answer is auditable.
- Research and investment staff: Search prior investment memos, market commentary, and external research without combing through drives.
- Managing partners and operators: Get a fast read on what your own firm has documented before a call, with citations you can verify in seconds.
Related
- Commands How to ask Knowledge Base questions and what to expect back
- Notifications The replies and alerts it posts and what each one means
- Schedule When it answers on its own and when it waits to be asked
- Examples Walkthrough scenarios showing the agent in action
- Troubleshooting Common questions and what to do when an answer looks off