ARMS Core · The intelligence layer

The AI engine behind everyrelationship.

Outer Insights isn't a CRM with AI layered on top. Intelligence runs through the foundation of the platform itself, shaping how every part of it works.

Every match, message, and insight across the platform is generated, grounded, and governed by ARMS Core. Governance itself runs through BASE, the layer that checks every response before it is delivered, working quietly across your data so your team can move faster with more confidence.

01 · BASE Governed Intelligence

Confidence isn't the same as correct.

Most AI tools generate an answer and leave you to verify it. BASE, the governance layer inside ARMS, verifies first, checking every response against your actual data before it reaches you and catching ungrounded claims before they're mistaken for fact.

Oversight also scales to the decision. A routine summary and a time-sensitive stakeholder communication aren't governed the same way, because they don't carry the same risk.

AI Base governance pipeline
Risk tier · elevated
01
Request
Asked in plain language
02
Refined
Prompt strengthened as you type
03
Retrieved
Grounded in your records
04
Validated
Claims checked, fabrication flagged
05
Delivered
Answer with sources cited
Ungoverned modelUnverified

"Meridian typically invests at a 4.2x revenue multiple with a standard 15% option pool requirement."

2 figures with no source record
Governed by BASEValidated

Call transcript · 14 JulTerm sheet redlines v2
Fig. 11 · Governance pipeline · validated vs ungoverned outputOversight scales to the stakes

Governed LLM Response Layer

Every output checked against your data before it reaches you

Real-Time Prompt Refinement

Suggested improvements as you type, not after you submit

Hallucination & Fabrication Detection

Flags ungrounded claims, figures, and sources

Context-Adaptive Oversight

Scrutiny calibrated to the stakes of each request

Chat With Your Portal Data

Ask questions of any uploaded document, record, or conversation

Explainable, Source-Grounded Answers

Every response traceable to the data behind it

02 · Investor Matchmaking Engine

Traditional databases return a list. ARMS returns a ranking, and shows you why.

Underneath every match is a Graph Attention Network that treats your relationships as a connected graph rather than a flat spreadsheet, reading mandate, geography, sector, stage, and round history as interdependent signals rather than static filters.

That graph is paired with high-dimensional vector search across our investor index, and closed end to end by agents that draft outreach grounded in the same matched data.

AI Matchmaking engine
Live scoring
LeftHow you already connect to a target, and who can open the door
RightThe signals behind the score, and how much each one counted
Relationship graph · warm paths
J. ELLISYOUHARBOURGATEPORTFOLIO CEOCRESTLINE
— Warm path   ◌ Ranked target   ● Extended network
Why this ranking · signal weights
Mandate fit.94
Round & cheque.88
Sector history.81
Relationship proximity.76
Geography.62
Harbourgate Growth92

Led 4 comparable Series B rounds · 2 warm paths · mandate and cheque size both matched

RAGRetrieval-Augmented Generation drafted from matched investor data
GATGraph Attention Network re-scored on every new interaction
Fig. 12 · How an investor match is made, and why it ranked where it didScore updates as new interactions land

Report-Grounded Matching

Verified mandate, sector, geography, round and history feed every match

Graph Neural Network (GAT) Matching

Models investor-founder fit as a relationship graph, not a filtered list

Vector-Based Investor Search

Semantic matching across millions of investor and company profiles

Dynamic Relationship Scoring

Every match ranked and re-scored as new data comes in

Continuous Model Retraining

Recommendations improve with every interaction

Retrieval-Augmented Generation (RAG) Outreach

Auto-drafted messages grounded in real matched investor data

03 · Intelligence Reports

Deep context on every investor, company, and individual.

Before a first conversation, know exactly who you're talking to. ARMS Core pulls mandate, portfolio history, deal activity, and relationship signals into a single readable profile, built automatically and refreshed as new data comes in.

No more piecing a picture together across ten browser tabs and outdated PDFs. One report, fully sourced and ready before your next meeting.

Intelligence report · Harbourgate Growth
14 verified sources
Everything ARMS assembles about a target before your first conversation, drawn from verified sources rather than self-reported profiles.
Mandate
Sector focusIndustrial & climate
StageSeries B-C
Cheque$12-28M
GeographyUK, Nordics, DACH
Rounds led per quarter · last 24 months
03 24Q2 26
11 Series B leads · pace accelerating
Go deeper
Portfolio overlap with our sector
Partner-level decision history
Typical diligence timeline
Ask for any cut of the data, generated on demand
Fig. 13 · A target profile, assembled and sourced automaticallyRefreshed as new data arrives
04 · Embedded AI assistant

Your always-on analyst, inside every workflow.

The assistant lives inside the platform itself, not in a separate window. It acts with full awareness of the module you're already working in. No re-explaining your context, no copying data back and forth.

Context · Cap table → Series B
In-context, module-aware assistance
Cross-platform data awareness
Task execution from natural language
Record updates without leaving the workflow
05 · Calls & meetings

Every conversation, captured and understood.

Calls are transcribed in real time, speakers identified, and a structured summary of decisions and action items attached automatically to the relationship record.

Recording · 42:073 speakers

D. ELLISCan you walk us through the option pool assumption?

S. WALTERSWe've modelled 10% post-close and can share the schedule.

Reminder drafted for 7 unopened recipients
Action item · share option schedule
Decision · pool set at 10% post-close
Filed to Meridian Capital · searchable archive
Fig. 14 · Embedded assistant & live meeting captureNothing falls through the cracks
06 · ARMS Playground

Ask a question. See the answer.

A multi-agent system interprets your question, selects the appropriate visualisation, and builds it live from your data, not a static dashboard you have to interpret yourself.

The same intent-first approach powers search: ask in plain language and ARMS searches semantically across CRM records, documents, communications, and reports.

AI ARMS Playground
Built live from your data
Ask
Read-in-full rate per update
Chart type chosen automatically
41%
Q3 25
48%
Q4 25
57%
Q1 26
65%
Q2 26
Engagement is up 24 points since Q3. Shorter updates with a single ask perform best.
Fig. 15 · Natural language to visualisation & semantic searchGenerated on demand
08 · Built for Trust

Explainable by design. Auditable by default.

Every capability on this page runs through the same governance layer. ARMS Core is built on patented innovations in intelligent system governance, with logging, feedback loops, and human-in-the-loop review designed in from the start, not bolted on after something went wrong.

Every output can be traced back to the specific data behind it, and every model is continuously retrained on real feedback rather than left to go stale.

Audit log · AI actions
Complete trail
TimeActionGrounded inReview
09:41Follow-up drafted · Ardent VenturesDeck v3 log, thread historyAWAITING HUMAN REVIEW
09:182 ungrounded figures removedNo matching source recordBLOCKED AUTOMATICALLY
08:56Target list re-scored · 92 investorsInvestor index, relationship graphAPPROVED
08:30Meeting summary filed · MeridianCall transcript 14 JulAPPROVED

Full Audit Logging

A reviewable trail for every AI action taken

Human-in-the-Loop Review

Critical decisions stay reviewable, not autonomous by default

Transparency-by-Design

Governance built into the system, not layered on top

Continuous Safety Monitoring

Ongoing oversight as models learn and evolve

See ARMS Core in action.

Every match, every message, every insight, powered by governed AI built for real relationships.

Request a Demo