Is firm memory just a knowledge base?

No. The knowledge base is the storage layer; firm memory is the way prior knowledge appears in the right workflow at the right time.

How are permissions handled?

Agents should work inside the client's permission model and reason only over material the requesting user is entitled to see.

What makes firm memory hard?

The hard part is not storing documents. It is preserving judgement, source context, relationships and review boundaries without flattening the firm's expertise.

Answer

What is firm memory for investment teams?

Firm memory is the usable record of what an investment team already knows: criteria, call notes, prior decisions, relationships, memos and sector judgement. Tacit builds agents that bring this knowledge back into live workflows instead of leaving it scattered across inboxes and drives.

What belongs in firm memory

Useful firm memory includes pass decisions, IC minutes, meeting notes, CRM relationships, sector maps, thesis work and prior diligence. The point is retrieval in context, not a document dump.

How agents use it

An agent can surface a prior meeting before outreach, recall an old pass decision during scoring, or put a relationship note into a briefing. Permissions decide what the agent can see.

Evidence

Evidence notes

Firm memory is useful when it appears inside the workflow that needs it.

Method: Connect approved notes, memos, CRM records and prior decisions to retrieval and review rules tied to a specific workflow.
Source: Tacit product page Memory and Context sections.
Date: 4 July 2026
Limitation: Quality depends on source quality, permissions and whether the client can identify the records that matter.
Owner: Tacit platform lead

FAQ

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