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
No tailored solutions
You need a single, integrated system. Not a stack of tools that give three different answers to one question.
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.
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.
Make smarter strategic decisions across the firm - Equip your teams with context rich insights from past engagements & documents
Scale faster without adding headcount - Multiply execution power within your team, no new hires or extensive trainings
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.
No steep learning curve - Built for analysts, consultants, and partners, not prompt engineers
Client ready consistency - Every output reflects your firm’s expertise, not a mix of clashing AI tools
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.
Faster prep for client & board meetings - Juniors can present logic grounded in your firm’s voice
Build deeper client relations - Explanations are backed by real engagement history, not black box AI
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
Trained on
advisory work
Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)
Built for mass-market
productivity, not specialized
for advisory workflows
Adaptive Learning
Uses interactions and internal data to continuously improve
MINDRO
May generate plausible
but not firm accurate answers
Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)
Security & control
MINDRO
Full control of IP and data
No control
over where data lives
Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)
Easy setup
Built for advisory teams, not prompt engineers
MINDRO
Requires prompting knowledge and new workflows
Generic AI
(ChatGPT, Copilot,
Perplexity, Claude)
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.
Client feedback
Auto compile feedback from past emails, reviews, and notes to inform current strategies.
Stress test advice
Get AI generated counterpoints using internal logic from past deals to test the relevance of information.
Draft high quality IMs faster
Auto generate sections such as market overview, SWOT, mngt team. Using prior IMs, third party data, memos, and models.
Market mapping & research
Use external signals + internal insights to find and rank target companies to scout opportunities.
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
Workplace tools
SAAS tools
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.
No training/prompt engineering
Trained on your firm’s knowledge, not AI guesswork
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.
Runs inside your current environment
Teams adopt instantly with zero downtime
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.
Fully deployed in your private environment
No external data sharing or local file risks
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.
Leverage existing knowledge by reusing proven frameworks from past projects
All in one workspace for effective collaboration between your team and Al
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