Bookless by design.
Your positions are your alpha — we don’t want them. Telumin ships evidenced signals to where your book lives, and the matching happens on your side: in your spreadsheet, your agent, or your own node.
No book upload · no broker access · signals come to you
Four ways in — ordered by how little you share.
Every fintech pitch dies at “connect your data to our cloud.” Telumin never asks — the architecture doesn’t need it. Pick the mode that matches your comfort; move only when you want more.
Mode 0 — Pure signal feed
You share: nothing. An API key. Evidenced signals arrive over REST and HMAC-signed webhooks, with tiered redaction. You match them against your book inside your own systems.
Mode 1 — Watch universe
You share: a ticker list. No sizes, no cost basis — closer to a public watchlist than to a book. Every name gets continuous per-name relevance and on-demand investigations.
Mode 2 — The agent joins in place
You share: nothing. Your analyst opens Claude with two connectors — Telumin’s threats, graph, and methodology beside your own book — and the join happens in the context window. We never see positions; your custodian never sees us. Works today, zero code.
Mode 3 — On your own node
You share: derived events only. Matching and exposure math run inside your environment; the engine ships you signals, your node does the rest. Scoped with design partners — by conversation.
Institutional memory, kept alive
The value funds pay for that retail never fully sees: the reasons behind every position, monitored — so the IC memo stops being a dead document.
- Living IC memos
- Every position carries its thesis and invalidation rules, checked continuously against filings, prices, and news.
- Drift alerts
- When reality moves away from a written thesis, the review triggers itself — not at the next quarterly.
- A “why” that survived a skeptic
- Three roles debate every candidate signal; what ships is the argument that survived, with sources and timestamps attached.
- A decision log for DDQs
- Accept or reject, each with a reason — an audit trail of portfolio discipline, ready for due-diligence questionnaires.
- Two clocks on every signal
- Impact horizon and decision window are separate axes — a structural threat can still demand a decision before the open.
- Knowledge that outlasts turnover
- When an analyst leaves, the reason the fund holds the position stays with the fund.
Signals built for a PM’s clock, not a news feed
Not summaries — a summary of every filing is just prettier noise. Typed triggers decide what deserves investigation; a three-role debate decides what deserves your attention.
The watch never sleeps
A 5-minute scan cycle across six source families — filings, fundamentals, news, prices, social, operational events. Silence is a first-class, auditable output.
Keys, not credentials
A REST API with HMAC-signed webhooks for systems; an OAuth 2.1 MCP connector with scoped tools for agents. Never broker access, never an aggregator.
Priced where your book lives
Magnitude lands as a signed dollar figure against real positions — and in the bookless modes, that math runs on your side, not ours.
Compliance by architecture
No book upload means no client-confidentiality breach and no market-data re-licensing problem. EU residency, hard deletes, and a release-timestamp clause against front-running.
Four attributes, every signal
Direction, dollar magnitude, impact horizon, decision window. A PM needs both directions — a negative-only feed is half a product.
Local inference
The debate engine runs on our own hardware with local models. Your universe feeds no third-party AI — and the unit economics survive your scale.
Talk to the founder
No sales team, no discovery-call maze. Write one email; you’ll hear back within one business day.
Useful to include:
- · What you run — fund, family office, or a team managing its own book
- · Roughly how many names you’d want watched
- · The mode you’re leaning toward — feed, watch universe, agent, or your own node
The questions funds actually ask
Straight answers on data boundaries, delivery, and money.