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MINDRO

The only firm trained AI platform designed for modern advisory teams

Mindro is an end to end AI workspace trained on how your team works, thinks, and delivers. Adopt strategic AI before your competitors and become the go to firm for clients who expect more.

Go live in hours without changing your current process

Made for analysts, partners & consultants, not prompt engineers

Full ownership & security, control your data, and IP

AI is reshaping advisory space but midsized firms are falling behind

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No tailored solutions

You need a single, integrated system. Not a stack of tools that give three different answers to one question.

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Output isn’t reliable

You need a platform your team can rely on. Not a science experiment that needs prompt engineering, new hires, or retraining.

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Generic AI lacks strategy

You need strategic AI trained on your firm’s data. Not generic chatbots that hallucinate regulations and fumble during board prep.

Mindro was built to close the gap with powerful features designed for how advisory firms work

Lead your space without disrupting your flow

Faster firms are outpacing the competitors. But most AI solutions are risky, slow and force costly overhauls.

Mindro is engineered specifically for boutique and midsize firms to turn institutional expertise into intelligent agents that scale analysis, speed up delivery, and strengthen client trust, without changing how you work.

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Make smarter strategic decisions across the firm - Equip your teams with context rich insights from past engagements & documents

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Scale faster without adding headcount - Multiply execution power within your team, no new hires or extensive trainings

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Position your firm as a market leader - Adapt next gen AI before competitors and build credibility with forward thinking clients

Deliver strategic projects with your existing team

Mindro amplifies your team’s capacity not by replacing people, but by helping them move faster and execute smarter.
Your internal knowledge from complex models to memos becomes a smart, searchable system that thinks like your senior partners and evolves as you grow.

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No steep learning curve - Built for analysts, consultants, and partners, not prompt engineers

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Client ready consistency - Every output reflects your firm’s expertise, not a mix of clashing AI tools

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Competitive foresight - Find client history, models, memos, and past decisions in one search to start new projects with full preparation

Turn your firm's knowledge into scalable IP

Your firm’s unique insights are trapped in scattered memos, emails, and past reports. Mindro uses contextual learning to train AI agents on your real world experience, turning it into clear, client-ready narratives that anyone on your team can confidently present.

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Faster prep for client & board meetings - Juniors can present logic grounded in your firm’s voice

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Build deeper client relations - Explanations are backed by real engagement history, not black box AI

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Consistent, review ready outputs - Outputs are consistent with past communications and internal commentary

“ Working with Mindro enables us to unlock all our intelligence and data in a much more efficient way. Consequently, our team has more time to focus on the needs of our clients ”

Edwin Bosma,
Managing Partner BHB Corporate Finance

General AI isn’t built for complex advisory work
Mindro offers solutions tailored to how boutique and midsized firms operate

Built for advisory

MINDRO

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Trained on
advisory work

Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)

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Built for mass-market
productivity, not specialized
for advisory workflows

Adaptive Learning

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Uses interactions and internal data to continuously improve

MINDRO

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May generate plausible
but not firm accurate answers

Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)

Security & control

MINDRO

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Full control of IP and data

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No control
over where data lives

Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)

Easy setup

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Built for advisory teams, not prompt engineers

MINDRO

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Requires prompting knowledge and new workflows

Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)

“We used general AI and it invented plausible sounding SEC regulations during due diligence prep, embarrassing us in front of our clients".

Manager, Midsized advisory firm

Discover how we help your firm save hundreds of hours on manual work

End to end workspace for daily tasks

Mindro isn’t just a knowledge infrastructure, it comes with ready to use AI agents trained for real day to day advisory work. From IM drafting to valuation analysis, these tools create leverage from day one.

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Client feedback
Auto compile feedback from past emails, reviews, and notes to inform current strategies.

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Stress test advice
Get AI generated counterpoints using internal logic from past deals to test the relevance of information.

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Draft high quality IMs faster
Auto generate sections such as market overview, SWOT, mngt team. Using prior IMs, third party data, memos, and models.

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Market mapping & research
Use external signals + internal insights to find and rank target companies to scout opportunities.

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Pressure test models
Validate key assumptions & financial modeling by analyzing internal docs, market research and expert commentary

Connect your entire knowledge base with Mindro

Unify your firm’s data into a single, searchable system. Mindro’s pre-built integrations eliminate silos across teams, so every decision starts with the full picture.

Knowledge bases

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Workplace tools

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SAAS tools

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Mindro improves over time through contextual learning and feedback loops

Fast, Custom & Secure

Get the benefits of a next gen AI that thinks like your firm

o1. Fast Setup

Deploy Mindro in your environment and launch your first AI agents in hours.

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No training/prompt engineering

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Trained on your firm’s knowledge, not AI guesswork

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Custom agents powered by contextual learning & advanced RAG

o2. No Disruption

Mindro connects your existing tools and workflows so your team can work like before, but faster.

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Runs inside your current environment

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Teams adopt instantly with zero downtime

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Gets smarter with every use

o3. Secure & Private

Your data stays in your control. Every response is explainable and built on your firm's logic.

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Fully deployed in your private environment

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No external data sharing or local file risks

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Full ownership of your IP with zero data leaks

Enable your team to use AI features for their unique needs

Unify your firm’s data into a single, searchable system. Mindro’s pre built integrations eliminate silos across teams, so every decision starts with the full picture.

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Leverage existing knowledge by reusing proven frameworks from past projects

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All in one workspace for effective collaboration between your team and Al

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Influence stakeholders with persuasive presentations in your firm's style

Ready to lead the next wave of advisory growth?

See how other advisory firms are already scaling with Mindro. By adopting early, you’ll position your firm ahead of the curve, attract forward thinking clients and unlock more scalable ways to grow.

Immediate productivity gains across your team

Stand out in a market where most are still experimenting

Full setup in less than 3 days with priority support

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