MINDRO

Mindro is the brain of your firm for every mandate.

The firm brain: what your firm knows, captured

Short answer

A firm brain is the structured, governed knowledge of a corporate finance firm: its deal history, precedents, buyer knowledge, models and IM templates, and the way its people work. Mindro builds it from the firm's own documents and systems, uses it to create information memoranda, prepare pitches and match buyers, and grows it with every deal. The firm owns its brain, and it is portable by contract.

Most of what your firm knows isn't written down

That is the part worth capturing. A firm's knowledge comes in three types, and it is scattered across systems and partly held in people's heads.

  1. Semantic knowledge

    Facts, data, IMs, decks, databooks and deal precedents.

  2. Episodic knowledge

    Meeting notes and transcripts, CRM data, emails and deal trackers.

  3. Tacit knowledge

    Expertise, methods, persuasion skills, intuitive decision making, leadership styles and culture.

From semantic knowledge, which is mostly written down, to tacit knowledge, which is mostly in people’s heads.

The three types of firm knowledge

TypeWhat it isExamples
Semantic knowledgeFacts and documented knowledgeFacts, data, IMs, decks, databooks, deal precedents
Episodic knowledgeWhat happened, on which deal, with whomMeeting notes and transcripts, CRM data, emails, deal trackers
Tacit knowledgeHow your people work and decideExpertise, methods, persuasion skills, intuitive decision making, leadership styles, culture

How Mindro builds the firm brain

  • Semantic knowledge comes from your documents. Mindro harvests thousands of documents from SharePoint (Excel, PowerPoint, Word, PDF and similar) and makes them available to AI and AI agents.
  • Episodic knowledge comes from the systems where deal work happens: CRM, email and meeting notetakers.
  • Tacit knowledge is the hardest to capture. Mindro's firm brain is designed to capture it together with your team, for example through your templates and methods, and through the workshops and one-to-one sessions that are part of every plan. See services

Every item in the firm brain is held in the company realm, and every data access is logged by user, tool and time.

Firm brain and deal layer

The firm brain holds what your firm knows across mandates. The deal layer holds a digital twin of the target company for one mandate, built from the client's materials, with every figure traceable to its source. Mindro uses both to draft the information memorandum.

The Mindro brainDiagram of the Mindro brain in three layers. Your firm's documents and client materials feed the bottom layer, the firm brain: what your firm knows, including sector knowledge, deal precedents, buyer behaviour, and models and IM templates. Above it sits the deal layer, a digital twin of the target covering financials, commercial, operations, people, market and legal, with every figure traceable to its source. The top layer shows the outcomes: IM creation, pitch preparation and buyer matching. A side band notes that everything is secure and governed: EU storage, full audit trail and tenant isolation.03OutcomesWhat your deal team getsIM creation · Pitch preparationBuyer matching02Deal layerDigital twin of the targetFinancials · CommercialOperations · People · MarketLegalEvery figure traceable to its source01Firm brainWhat your firm knowsSector knowledge · Deal precedentsBuyer behaviourModels and IM templatesYour firm's documents and client materialsSecure andgovernedEU storageFull audit trailTenant isolation

Why it matters

Generic and horizontal AI tools give every firm the same capability. A firm brain compounds what makes your firm different: your deal history, precedents, buyer knowledge, models and templates, and how your people work. It grows with every deal and your firm owns it, portable by contract.

How Mindro creates an IM · Company realm · Glossary · Book a briefing

See Mindro on your next mandate

In 30 minutes we show how your team can create IMs, prepare pitches and match buyers from your firm's own knowledge.

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