About KaziNidhi
Investment research that scales with your team
Stop losing insights in scattered docs and chats. KaziNidhi gives investment teams a structured workspace to research companies, debate assumptions, and preserve institutional knowledge—so your process stays rigorous as you grow.
The challenge
Research shouldn't disappear when analysts do
Most teams lose institutional knowledge with every transition. Ideas get buried in email threads. Decisions lack context. Junior analysts reinvent research that seniors already completed.
Scattered research
Your best insights are fragmented across Google Docs, Slack threads, email chains, and personal notes—making it nearly impossible to find or build on past work.
No decision trail
When someone asks 'why did we pass on this?' six months later, you're digging through old messages or relying on fading memory instead of clear documentation.
Inconsistent process
Every analyst has their own approach. New hires struggle to understand the standard. Comparing opportunities becomes subjective guesswork.
Our approach
Structure that preserves thinking
KaziNidhi gives teams a repeatable research framework that captures not just conclusions, but the reasoning, debates, and decisions that led there.
Standardized research cases
Every company gets the same structured template: thesis, risks, catalysts, financial assumptions, and valuation notes. New team members know exactly where to look and what to document.
Built-in collaboration
Discuss assumptions in-line, @mention teammates, track who contributed what. Research becomes a team sport with clear ownership and visibility.
SEC integration
Pull financials, filings, and disclosures directly into your workspace. Spend less time hunting for data and more time analyzing what it means.
IC decision logs
Record investment committee decisions with context, votes, and rationale. Future you (or your successor) will thank you when it's time to revisit.
Audit trails
See what changed, when, and why. Track assumption evolution over time. Perfect for internal reviews, LP reporting, or regulatory requirements.
Public + private coverage
Research publicly traded companies alongside private deals in the same workspace. One system, one source of truth for all opportunities.
Our mission
Help investment teams operate with institutional-level rigor—without needing institutional-size platforms or budgets. Great research shouldn't require a team of 50 or custom-built infrastructure.
We believe small and mid-sized teams deserve the same quality of tools that large asset managers use: repeatable templates, clean collaboration, decision records you can trust, and knowledge that outlasts turnover.
Why we built this
We've seen talented analysts lose weeks recreating research that already existed somewhere. We've watched firms struggle to explain past decisions because the context evaporated. We've felt the frustration of inconsistent processes across team members.
KaziNidhi centralizes the research workflow so teams move faster with clarity—while maintaining consistent structure, complete history, and a governance trail that grows more valuable over time.
Core principles
How we think about investing
Great investing is a process, not a collection of one-off insights. We focus on turning "research effort" into "research systems" that compound over time.
Structure beats improvisation
A consistent, repeatable research framework helps teams move faster and stay aligned—especially when roles rotate, analysts join, or partners leave. Structure creates efficiency.
- Standard case templates ensure nothing critical gets missed and every opportunity follows the same thesis → decision flow
- Comparable outputs across companies make relative valuations and portfolio construction easier and more defensible
- Less rework and fewer missing sections mean faster turnaround from initial interest to investment decision
Decisions should be reviewable
Every investment conclusion should be explainable later—by the same team or a different one. Transparency builds trust with LPs and protects institutional knowledge.
- IC decisions with decision logs capture not just the vote but the reasoning, debate points, and conditions that shaped the outcome
- Complete audit trails for changes and votes show assumption evolution and make reviews straightforward for compliance or LP due diligence
- Clear separation of data vs. assumptions prevents confusion about what's factual and what's interpretation or projection
Collaboration should clarify, not confuse
Multiple people contributing to research should make it better, not messier. The best teams debate rigorously but document clearly.
- In-line discussions keep debates tied to specific assumptions or data points instead of scattered across tools
- Clear ownership and contribution tracking show who drove which parts of the analysis and prevent duplicate efforts
- Shared artifacts mean everyone works from the same version of truth rather than personal copies that diverge over time
Data integration saves time for thinking
Analysts shouldn't waste hours downloading filings, copying tables, and formatting spreadsheets. Automate the mechanical work to free up time for actual analysis.
- Direct SEC filing integration pulls financials and disclosures into your workspace automatically
- Standardized data formats across companies make comp analysis and trend tracking faster and more reliable
- Less manual data entry means fewer errors and more time spent on interpretation and investment judgment
Built for
Teams serious about process
KaziNidhi is designed for investment teams that care about consistency, collaboration, and preserving knowledge.
Emerging fund managers
You're building from scratch and want to establish professional processes from day one—not retrofit them years later when they're harder to implement.
Growing teams (3-15 people)
You've outgrown spreadsheets and shared drives but don't need (or want to pay for) enterprise platforms built for 100+ person teams.
Multi-stage investors
You research both public companies and private deals, and you need one system that handles both instead of duct-taping multiple tools together.
Firms with analyst turnover
You're tired of losing institutional knowledge every time someone leaves. You want new hires to get up to speed quickly by reading past research.
LP-backed funds
You need to demonstrate a rigorous, documented process for due diligence, decision-making, and portfolio management when LPs ask.
Teams going multi-strategy
You're expanding beyond a single asset class or geography and need consistent research infrastructure across different opportunity types.
KaziNidhiBuild a research process that scales
Create a fund workspace, structure your research, and preserve institutional knowledge—without enterprise complexity or enterprise pricing.
Join investment teams using KaziNidhi to research smarter and decide faster