The Narrative Network

Chat tools answer and forget. We build the layer that remembers.

A live, cross-asset graph of the beliefs the institutional investment community asserts between drivers and markets.

A dated, attributed map of what the market believes, not a claim that it is true.

Request a demoWhat it unlocks

How it builds

Persists.

Every claim becomes a structured, attributed edge. Stored, not re-derived.

Compounds.

Each document adds voices, breadth and momentum to one shared graph.

Evolves.

Every claim dated as made and as received. Consensus and reversals built from that history.

Here is one claim, counted

One claim, counted

One sentence

Example record

"The rise of agentic AI solutions drives demand for Vera CPU, as the CPU serves as an essential director coordinating agentic workloads, expanding NVIDIA's addressable market."

Research report · sell-side analyst

One edge

NVDA product launchNVDA price

Stronger product-launch reception → NVDA price higher.

Every voice on it

195voices, one thesis

12 institutions · 179 documents · 43 authors

sustained

Illustrative example from demo environment.

Consensus becomes a count, not an impression.

What that changes on the desk

What it changes on the desk

Where conviction is forming

Visible while it is still an opinion, not yet a spread move.

Which holdings sit under it

Every driver links to the assets it moves.

How much to weight it

Corroboration and voice quality become a sizing input.

The difference

An aggregator returns the documents that mention a theme. This tells you which beliefs are converging, who is early, and which of your positions sit underneath them.

Why it holds up

Why it works

Agreement you can count, not guess.

One canonical form

Every institution, instrument and driver resolved to one identity.

Domain review, per asset class

Specialist extractors with reviewer chains. Generalist tools fail exactly here.

Coherent as it grows

New documents deepen existing edges instead of spawning new ones.

Consensus and dispersion as counts, tracked over time, never backfilled.

What it unlocks

What it unlocks

The questions your desk already asks, answered from the graph.

Transmission map

"If this catalyst fires, what's downstream?"

Influence map

"What is driving this asset?"

Narrative factor analysis

"Which belief axes carry the most weight right now?"

Narrative alignment

"What is my book betting on?"

Risk monitoring

"Which narrative shifts could hurt my positions?"

Scenario map

"What does the market expect if...?"

Daily delta

"What changed since yesterday?"

And any workflow that needs structured market beliefs can query the same layer.

Beliefs drive positioning.
Positioning moves prices.

Request a demo
Trade Idea HubVoice ScoringSonαrRead the Narrative Factors paper

Get started

From a working session to a
production-grade proof.

Ninety minutes with your research leads and PMs to define the use cases, the corpus in scope, and what success has to look like in numbers.

Request a demoSee how it works
Built for
Global asset managers and hedge funds
Deployment
Single-tenant, in your cloud boundary
Models
Frontier by default, private by choice
Compliance
SOC 2 Type II · GDPR · ISO 27001 (in progress)