For RIAs and small investment teamsThree workflows for small investment teams
Use Celadon to build a brief, stress-test a thesis, and document the reasoning you may need to revisit later.
Build a brief for a live holding question.
Replaces ~6 analyst-hours per holding-review pass.
A client owns the name. Your team needs a current, cited view before the next meeting. Celadon turns a holding question into a brief with a clear thesis, the strongest counterview, and specific what-to-watch triggers.
“What is the current competitive position and near-term risk profile of CrowdStrike after the latest quarter?”
Cited summary
Counterview rated
What-to-watch list
Stress-test a thesis before it gets circulated.
Replaces ~8 analyst-hours per thesis stress-test.
Your team already has a memo, a manager note, or a working thesis. Celadon pressure-tests it by surfacing opposing evidence, exposing weak assumptions, and clarifying what would actually change the conclusion.
“Does our current long thesis on Salesforce still hold given AI pricing pressure and slower seat expansion?”
Strongest counterview
Confidence by dimension
Evidence trail
Document the reasoning you may need to defend later.
Replaces ~4 analyst-hours per documented decision.
Compliance teams, clients, and future you all benefit from being able to show how a conclusion was reached. Celadon produces a brief that preserves the reasoning, sources, and watch items so the next review starts from the actual prior work, not memory.
“What are the material risks and monitoring triggers for maintaining our current position in a payments platform with growing regulatory scrutiny?”
Full evidence provenance
Exportable brief
Clear watch items
When you need the same structure across multiple names.
Replaces ~12 analyst-hours per theme cross-cut.
For teams comparing a group of holdings or building a themed watchlist, Celadon can apply the same research structure across entities so outputs are easier to compare and revisit. This is where shared research memory and cross-name workflows start to matter.
“Compare the competitive position and regulatory exposure of the top 10 public safety technology companies.”
Structurally comparable briefs
Shared evidence library
Team workflow
Common briefs teams run through Celadon
Holding Review
A current brief on a position your team or clients already own.
Company Brief
A structured view on a company’s position, risks, and operating reality.
Theme Brief
A concise memo on a sector, technology, or macro theme.
Regulatory Impact Brief
A practical read on what a rule, bill, or enforcement change means for the investment case.
Due Diligence Brief
A risk-focused brief that surfaces ownership, litigation, disclosure, and operating red flags.
Need controlled deployment?
Enterprise deployments run in your environment and support teams that need stricter data handling, access control, or audit export requirements.
Talk to us about enterprise deployment →Consumer AI tools can waive your privilege
In February 2026, Judge Rakoff ruled in United States v. Heppner that 31 documents generated using a consumer AI tool were not protected by attorney-client privilege. The reasoning: no attorney-client relationship exists with an AI provider, and the provider's privacy policy destroyed confidentiality expectations.
For deal teams running due diligence on privileged materials, this creates three tiers of risk. Consumer AI tools offer no privilege protection. Enterprise vendor tools used at the direction of counsel offer partial protection, subject to the vendor's data handling practices. In-house deployment — where data never leaves the firm's own infrastructure — offers the strongest privilege position.
Celadon's Enterprise tier deploys in your own environment. Research questions, source materials, and generated reports never leave your network. No third-party provider processes your privileged data. The pipeline runs entirely within your infrastructure, and reports are stored in your own database. This is not a privacy policy promise. It is an architectural fact.
“Courts will find that using consumer AI tools may waive the attorney-client privilege, while enterprise AI tools used at the direction of counsel offer more protection.”
— Morgan Lewis, February 2026
This matters beyond legal teams. Any professional handling confidential client materials — financial advisors with portfolio details, consultants with strategic plans, analysts with pre-announcement data — faces the same privilege and confidentiality calculus. The architecture is the protection, not the privacy policy.
Start with one live question
Pick a holding, theme, or regulatory issue your team is already working on.
Run a live research question