Peerson pairs a proprietary AI research engine with seasoned investment judgment — delivering institutional-grade diligence and analytics to UHNW individuals, family offices and funds.
Built for private capital
From the first screen to the final memo, every engagement is evidence-led and traceable to source — accelerated by AI, held to an institutional standard.
Independent diligence on managers, deals and direct investments — every claim tested and traced to a primary source.
Exposure, performance and attribution across public and private holdings — a single coherent view of the whole book.
Screening, benchmarking and reference analysis that separates genuine edge from a well-told narrative.
Concentration, liquidity and correlation risk surfaced and quantified before it ever reaches your capital.
AI-assisted screening of the market to surface opportunities that genuinely fit your mandate and risk appetite.
Decision-ready research on any opportunity, sector or counterparty — commissioned to your questions, on your timeline.
AI is how we cover more ground than any research team could alone — reading every filing, data room and disclosure so nothing is missed. Our analysts direct it, challenge it, and stand behind every conclusion. How it works is our craft; what it means for your decision is the conversation.
Talk to us about your mandate →Peerson exists to give serious investors an edge they can trust: rigorous, independent research and diligence, unclouded by the incentives of a placement agent or a fund raising capital.
We built a proprietary AI engine to do what no analyst team could at scale — read everything, miss nothing, and surface what matters. Our people bring the judgment: framing the questions, challenging the machine, and standing behind every recommendation.
The result is diligence that holds up under scrutiny — for the individuals, families and funds who can't afford to be wrong.
How we work
Buyout, growth, venture, private credit and real assets — GP diligence, fund terms and track-record verification.
Fundamental and quantitative analysis of single names, baskets and fixed-income exposures across public markets.
Hedge funds, structured products and digital assets — cutting through complexity and opacity to the underlying risk.
Background, reputational and operational diligence on managers, partners and counterparties before you commit.
We work with a limited number of clients at a time to protect quality and confidentiality. Tell us what you're weighing, and we'll tell you how we'd approach it.