Thematic conviction,
verified every day.
Write an investment thesis. BOCY maps the companies behind it and tells you, each morning, whether it still holds.
The forces reshaping the economy, mapped to the companies behind them.
AI & compute infrastructure
Energy transition
Ageing & longevity
Urbanisation & reshoring
From a thesis to an investment decision.
Six connected steps. Each output becomes the starting point of the next — nothing to re-key, everything dated and traceable.
State the thesis
Write it the way you'd pitch it.
One sentence in plain language. If it reads as a style rather than a theme, you get a mappable version back.
"Labour costs and climate volatility push growers to precision agriculture."
Map the value chain
See every company behind the idea — including the ones funds miss.
Each layer and each company comes with a dated, sourced reason for being there.
Verify it every day
Know the morning your thesis starts to crack.
Sentiment, crowding, valuation and alternative data re-read after each close. You're alerted when the verdict moves.
Judge each company
Decide in ten seconds, defend it in ten minutes.
Why it's in, the evidence, its exposure and where it sits in its lifecycle — in plain English, with the fundamentals one click away.
"Funds its own growth while its market is still expanding."
Build & test baskets
Prove it would have worked — honestly.
Weight the names and test them using only what was known on each date, then track the gap to your benchmark.
Report to committee
Walk into IC with the memo already written.
Weekly briefs, thesis refresh memos, attribution and IC memos — drafted for you, reviewed and approved with your team.
Investment managers, hedge funds, analysts, family offices and wealth managers who back long-term themes and want to know, every day, whether they still hold.