Aevy user guides
Short, practical guides for the Aevy Asset Management platform: what each screen is, and how to work with it.
Ask your AI assistant about Aevy
Copy a prompt that hands any chatbot the complete guides, then ask it how Aevy works: it answers from the same pages you read here.
Or skip the paste: Squirrel is already inside the platform, and it knows the industry, your policies, your routines, your assets, and your preferences.
Meet SquirrelWhat's new
The latest changes on the Aevy platform.
Reveal lands on the exact passageClicking a fact or a citation now anchors the document to the actual matched passage, found by fuzzy text matching, instead of occasionally landing near it. The page was always right; now the highlight is too.Read updateSmaller improvements, early JulyEarly July in brief.Read moreUser guidesThe Aevy user guides are live at docs.aevy.io: one guide per screen, with real screenshots, covering getting around, documents, systems, suggestions, Squirrel, and the work you track.Read morePunchlist columns and quicker actionsThe punchlist reads and acts faster: due-by and responsible-company columns joined the table, the default sorting shows the pressing items first, and you can comment on an item straight from the list without opening it.Read moreSuggestions review, rebuiltReviewing what Aevy proposes takes fewer steps and shows more of the evidence.Read more
Not on Aevy yet?
Everything in these guides happens on your documents as they are: give Aevy access to your source and the reading, extracting, and tracking start the same day. Gautier, co-founder and COO, will walk you through it on your own portfolio.