The Vault

Investor Workbench is Bridgewater Associates' proactive agent experience for investors. It continuously tracks matters relevant to each investor, surfaces topics requiring attention, and provides agent-generated summaries with supporting evidence and links for further investigation. Learnings from the experience are captured back into Bridgewater's Vault, its permissioned research repository.

turbopuffer is a hosted vector and full-text search database built on object storage, used in document-ingestion systems to persist indexed data with memory or SSD caching. It supports approximate-nearest-neighbor vector search, full-text search, semantic, hybrid, permissioned, and metadata-filtered search through an API, with namespaces for organizing indexed data. Its native filtering searches only the nearest clusters containing potential matches, combining the speed of post-filtering with recall closer to pre-filtering. The service provides automatic scaling, low-latency search, and S3-compatible object storage for semantic search, recommendations, and other AI applications. Kepler uses turbopuffer for hybrid retrieval combining ANN and BM25, followed by reciprocal and cross-encoder re-ranking, and the service has been used for large multi-tenant corpora serving human and agent search.

Vals AI is an AI benchmarking and evaluation company that independently tests models on economically valuable real-world tasks, including software, finance, law, cybersecurity and other frontier-risk areas. It develops and runs its own evaluations, publishes benchmark results and model comparisons through the Vals Index and specialized benchmarks such as finance-agent, Excel-modeling, tax-agent and legal evaluations, and reports performance alongside cost, latency and token usage. The videos also describe Val Smith, an internal-tooling product that evaluates models against a firm's actual GitHub work to help choose models and reduce token spending.

Samaya is an AI financial-research platform for buy-side and sell-side investment teams. It combines a firm's internal knowledge and approved documents with public disclosures, filings, earnings transcripts, web sources, licensed financial data, market data, and news so users can investigate companies, test investment theses, compare company results, and trace findings to source passages. Its research agents can run one-off, scheduled, or source-triggered assignments and produce sourced reports. The platform supports live earnings research, quarter-over-quarter themes, citation inspection, firm-controlled data access, and workflows including earnings recaps, model builds, fact checking, asset management, equity research, investment banking, and wealth management. Samaya also develops predictive financial-agent capabilities and provides MCP and API access to its financial retrieval and research capabilities for use in tools such as Claude and ChatGPT.

DocuVault is a self-hosted team documentation and wiki application that stores Markdown files in a Git repository, with every browser save recorded as a Git commit. It provides a TipTap-based WYSIWYG editor, repository cloning for local editing, search, version history, role- and team-based permissions, fine-grained space access, and public share links with optional passwords and commenting. Its optional AI features include semantic search and question answering over documentation with source links, while its built-in MCP server lets authorized AI agents search, read, create, edit, share documents, manage tasks, and transfer files according to the user's permissions. It can synchronize spaces with GitLab or use a local Git repository; GitHub synchronization is listed as planned. The application is distributed for self-hosting with Docker images for amd64 and arm64, and uses PostgreSQL with pgvector, MinIO, Redis, and a reverse proxy in its documented deployment stack. DocuVault is in early access and is source-available under the Business Source License 1.1 rather than an OSI-approved open-source license. It is free to use and modify for self-hosting, while offering it as a competing hosted service requires a separate agreement; each version converts to Apache 2.0 after four years.