# Benaiah.ai

> Benaiah.ai is a decision-first investment operating system and AI operating-layer site. The fund cockpit answers one question: does this change the investment decision?

## Core Pages

- [AI Front Door](https://benaiah.ai/ai-front-door): productised conversational website offer for qualification, lead capture, booking and human handoff.
- [Fund cockpit](https://benaiah.ai/fund): live human-facing dashboard for the Situational Awareness x Genomic Revolution portfolio.
- [Fund LLM brief](https://benaiah.ai/fund.md): clean Markdown summary for LLMs, crawlers and citation systems.
- [Fund machine-readable summary](https://benaiah.ai/fund.json): structured portfolio methodology, target sleeve and source links.
- [Portfolio signal feed](https://benaiah.ai/assets/portfolio-news.json): ranked top-holding news signals from official sources.
- [ETF look-through feed](https://benaiah.ai/assets/etf-lookthrough.json): underlying ETF holdings used for look-through analysis and the challenger benchmark.
- [Private fund calendar](https://benaiah.ai/assets/private-fund-calendar.json): ARK Private Innovation ELTIF funding deadlines and settlement reminders.

## Fund Thesis

The fund combines private frontier AI exposure with a live Trading 212 public sleeve. The feed tracks the whole Trading 212 account, including pie constituents and individually held positions such as DXYZ. Current governance targets a Schiehallion-led public sleeve: MNTN at 100%, while off-target live positions still count in fund value and the holistic holdings view until sold.

Core thesis: intelligence requires compute; compute requires chips; chips require memory; data centres require power, cooling and real estate; Schiehallion adds late-stage private mega-growth look-through exposure. The model uses exact 30 June 2026 top-ten and cash weights, then names each lower company from Baillie Gifford's 31 May 2026 full portfolio and scales those relative weights into the known June residual. It maps 48 non-zero rows to 100% without an "Other" bucket; estimated lower-book rows remain labelled as estimates.

## Source Notes

Private exposure is manually anchored to the ARK Private Innovation ELTIF source document until the next NAV/factsheet refresh. The next actionable top-up deadline is 20 July 2026 for expected 5 August 2026 settlement. Public exposure is pulled from Trading 212 server-side where configured. ETF look-through data is refreshed from issuer sources where available.

This site is not financial advice.