Menos AI raises $5.1m as investment research becomes reusable context for agents

Investment teams accumulate research, market data and reasons for taking a position across many systems. Menos AI’s Sonar brings that material into a private workspace, organizing it around themes and preserving how a trade idea developed. Analysts can revisit the evidence behind a decision and track the conviction and historical accuracy of research sources.

That accumulated knowledge also supports repeatable work. Its AgentOS tools let firms build agents and research workflows around their own investment process, including recurring reporting and memos. Sonar launched in August 2025; the company says it works with large asset managers and hedge funds. Its single-tenant deployment lets each firm use its own information and preferred language models.

What the funding supports

• Develop the institutional context layer
• Expand AI research, reporting and operational workflows