The Intelligence Layer for Smart Capital

Expand diligence capacity. Keep every conclusion traceable.

MindLab connects deal-room files, third-party diligence, online research, portfolio data, firm standards, and prior work. Your team can investigate more, surface discrepancies, and prepare source-backed decisions without expanding research headcount at the same rate.

Book a demo See how it works

Good afternoonMeridian Capital · Private Markets · Growth Fund I

Needs you

2 blocking questions FreshRoute AI · 2 analysis runsRun →

5 approvals5 approvals FreshRoute AI · review queueCompany Profile v Jun 24 approved · set primaryApproval →

Pipeline · live deals by stage

Sourcing · 2

MedLedger ClinicPay52

GreenCrate Exch…45

Triage · 1

ColdHub Johor50

NDA/IOI · 1

KitchenLoop Pro48

DD · 2

PraxiaFlow Health61

ChillFleet Systems58

IC · 1

FreshRoute AI62

Today’s briefing updated today · automated brief

Five approvals and two blocking questions are waiting. Pipeline remains concentrated in sourcing, five portfolio items need review, and Meridian Family Evergreen HoldCo is tracking a 1.08x TVPI on $44M deployed at a 20.8% IRR.

Upcoming · 7 days

FreshRoute management deep-diveTODAY

FreshRoute data-room review2 DAYS

Cross-asset signals

PraxiaFlow Health direct hit on active thesisCRITICAL

PraxiaFlow Health four convergent 2026 signalsHIGH

MedOps AI confirms existing rejectionHIGH

Per-asset signals

FreshRoute AI Diligence Radar · 2 open conditionsREVIEW

ClinicFlow Portfolio Radar · margin trend changedREVIEW

FreshRoute AI is a fictional sample company built with non-client sample data.

More evidence should improve the decision, not increase assembly work.

01. Source assembly slows the analysis

Files, models, calls, research, and prior memos have to be found and reconciled before the real investment work can begin.

→ bring the evidence into one company record

02. Material risks hide between sources

The model, management deck, third-party report, and online research disagree. The team needs the discrepancy, not another summary.

→ compare claims and retain the source trail

03. Each review starts too close to zero

Past screens, assumptions, objections, and reviewer decisions live in separate folders and leave with the people who remember them.

→ carry approved judgment into the next review

MindLab expands the team’s research capacity. Your people remain responsible for the judgment.

Source to decision record

One source-backed record, from first file to final review.

MindLab connects the evidence, keeps discrepancies visible, prepares analysis in the firm’s format, and carries approved conclusions into the company record.

01 · Evidence

Assemble the source set

Files and research, connected.

FreshRoute_SeriesA_deck.pdf data room /freshroute/ Meridian model.xlsx Management call notes

02 · Analysis and review

Compare claims and approve the version

Discrepancies stay visible.

ARR $1.8M §4.3 · §0.4

Gross margin 58% §4.3 · §5.1

EVIDENCE GAP ARR basis: contracted or recognized?

Ready for reviewer decision · source gap remains visible

03 · Approved record

Carry the approved record forward

Firm context remains available.

Reviewed · source gaps and contradictions remain visible
Approved · selected version becomes the working record
Reusable · accepted context supports later work

1Drafts do not silently replace approved records.
2Material claims can retain source markers.
3Reviewer decisions stay attached to the work.

Institutional diligence capacity. The same review discipline. MindLab reduces research assembly, broadens source coverage, and prepares more of the work before analyst and partner review. Your team remains responsible for every decision.

FIG 1.1 · PREPARATION

Reduce research assembly

Gather the source set, extract the relevant facts, and prepare the report structure before analyst and partner review begins.

FIG 1.2 · COVERAGE

Expand diligence coverage

Read and compare larger source sets while Radar checks market and portfolio changes against the work already underway.

FIG 1.3 · REVIEW

Keep the decision reviewable

Claims retain their sources, gaps remain visible, and reviewer decisions stay attached to the record long after the first memo is circulated.

From source intake to approved analysis.

The firm’s criteria and output standards guide each step. MindLab connects the source set, researches missing context, compares claims, prepares the requested dashboards and reports, and preserves only what the team approves.

Firm Knowledge · Meridian: Scoring & Output StandardsPRODUCT VIEW · SAMPLE DATA

MindLab Firm Knowledge: the firm's library of governed collections for compliance, firm strategy, scoring standards, output standards, and sector theses.

MindLab Firm Knowledge: the Meridian scoring-and-output-standards collection with the firm scoring rubric, IC memo writing standard, and two sector theses uploaded as sources.

Add firm standardsMandate · scoring rubric · report format · sector theses

Drop the firm’s documents rubric · memo standard · theses · or use the sample documents

01_EXPANDED_Firm_Scoring_Rubric.md5.2 KB

02_EXPANDED_IC_Memo_Template_and_Writing_Standard.md4.2 KB

01_Food_Supply_Chain_Thesis.md1.6 KB

02_Logistics_Software_Thesis.md1.6 KB

Waiting for documents

MindLab Opportunities: deals grouped by stage tabs with size, dashboards, and activity columns, and an Add target button.

Add TargetDrop the data room to draft it with AI, or fill it in manually · only a name is required

Start from documents drop a data room, deck, or files · AI drafts the opportunity below

Target name * Website or domain Headquarters country Short description

Nothing is saved until you create it.

MindLab deal settings, Dashboards tab: reorderable list of research dashboards with Hide and Remove, and an available-to-add row.

A dashboard tab in its empty state: Not built yet, with a Build dashboard action that opens Run Analysis preselected to this dashboard's pack.

Settings → DashboardsChoose which dashboards this deal shows · each becomes a tab

In tab order · reorder, remove, add, or invent your own

Investment Analyst · report workspaceCompany Profile · v9 · WAITING APPROVAL

Ask about this report, or pick a question above. Every answer cites the report and its sources.

MindLab Opportunities: the firm's deals across pipeline stages, one system of record.

Approved company recordSources, analysis, review state, and decisions remain connected

Standards configuredEvidence connectedClaims reconciledReport approved

Reuse approved work

MindLab remembers. The next FreshRoute deal starts from this record, not a blank page.

Start with available evidence. Strengthen the work as new information arrives.

MindLab prepares a first version from the available sources, identifies missing or conflicting evidence, and updates the analysis when a call note, model, or data-room file arrives. Reviewers can see exactly what changed before making the decision.

1Preparebuild the first analysis from available sources

2Identify gapsrank missing, weak, or conflicting evidence

3Add evidenceattach the material that addresses a gap

4Compare versionssee what changed and what remains open

✓DecideGo · No-Go · Conditional

Explore the evidence loop, version by version. Follow the FreshRoute sample from its first source set to a decision-ready record, including the gaps and changes between versions.

2 min read Explore evidence review

Radar shows which changes could affect an active investment thesis.

Define the sectors, regulations, competitors, technologies, or operating indicators that matter. Radar reviews new information, filters it against approved firm context, maps material changes to affected deals and holdings, and prepares a source-backed impact brief for review.

Configure a RadarPRODUCT VIEW · SAMPLE DATA

MindLab Intelligence Radar Center: the Create Radar form with instructions, context URLs, run frequency, and the firm's list of cross-company Radars.

Create a RadarDefine the change to track and the investment impact to flag

Radar instructions

Start from a sample

Pick a sample, or write your own.

The MindLab Intelligence Radar Center: the firm's cross-asset radars listed with coverage, run frequency, latest signal strength and last-run status.

Healthcare AI Radar · weekly resultsNew findings checked against the approved firm record

WEEKLY · ACTIVE

FROM STEP 1AI-workflow radar · 3 holdings

This run · signal vs noise

MindLab compares each finding with approved company and sector context.

A cross-company Radar showing its instructions, linked holdings, and the impact of a new finding on PraxiaFlow Health, MedLedger ClinicPay, and MedOps AI.

Map the signal to affected companiesOne finding evaluated against every linked deal and holding

FROM STEP 2Signal · Epic native ePA embed · 84%

THE PROMOTED SIGNAL Epic ships native ePA at 345M patient records, creating a commoditization risk for prior-auth automation

Review affected companies →

A radar directional-impact report for PraxiaFlow Health: a governed draft, non-primary v1, with Set-as-Primary, export actions and an Ask-about-this-report bar.

PraxiaFlow Health · impact briefRadar Impact Review · v1 · DRAFT

FROM STEP 3PraxiaFlow Health · CRITICAL · 86%

Epic’s native ePA embed threatens PraxiaFlow’s prior-auth automation market in an active deal.

Key facts · aligned to firm standard

AI-extraction human-override rate 27%§ telemetry

Prior-auth live in only 19 of 31 customers§ product data

145% NRR concentrated in one logo§ KPI pack

Make the call

Source-cited. Nothing promotes without your call.

The MindLab home workspace with cross-company signals, company-specific Radar items, and today's automated briefing.

Firmwide Radar reviewCross-company and company-specific changes in one queue

◎ CROSS-ASSET SIGNALS · themes hitting several holdings

CRITPraxiaFlow HealthEpic native ePA embed

MEDMedLedger ClinicPayRCM squeeze · Waystar–Olive

LIGHTMedOps AIarchive / reference case

◎ PER-ASSET SIGNALS · each holding’s own radar

REVIEWFreshRoute AIlive-deal diligence condition

REVIEWClinicFlowmargin & onboarding condition

Radar configuredSignal reviewedImpact mappedDecision logged

Review what changed and why it matters. MindLab keeps the source, affected company, thesis impact, and reviewer decision together.

Run firm-defined analysis against the live record.

During implementation, MindLab configures analytical agents around your mandate, sector theses, scoring rubric, diligence questions, and report standards. Each agent works from the relevant company record and returns source-backed analysis for your team to review.

A MindLab PE Analyst agent testing a target against the firm mandate and citing the approved standards and company record.

Asksource-backed answers Firm-defined agentsyour frameworks, reusable Reviewanalysts and reviewers remain responsible

See how analytical agents work with the firm record. Explore source-backed Q&A and implementation-configured analytical agents using the FreshRoute sample record.

3 min read Explore analytical agents

One record across diligence, ownership, and the next review.

Target-company research, third-party diligence, approved decisions, and portfolio updates stay connected so the team can build on prior work instead of reopening the same files.

Portfolio

Carry the deal record into ownership.

Promote an approved opportunity into a portfolio company, then review performance, risks, assumptions, and material changes against the original thesis.

Third-party diligence

Turn advisor reports into working evidence.

Organize commercial, financial, legal, and technical diligence into cited findings, risk views, open questions, and structured company dashboards.

Firm knowledge

Apply the same standards across the team.

Scoring rubrics, investment theses, report formats, and approved decisions remain available to the workflows that need them.

Source workspace

Keep uploaded and connected evidence together.

Connect shared drives or controlled data-room exports so files, online research, versions, authority, and generated work remain linked to the company record.

Trust & governance

Keep the evidence trail ready for review.

Investment work may be reviewed long after the first draft: by the IC, LP stakeholders, auditors, or regulators. MindLab keeps claims linked to sources, makes gaps visible, records named approval, and preserves the review trail with the company record.

Your data stays yours

Customer work remains inside the agreed workspace boundary and is not used to train public models by default. Access, export, and deletion terms are documented during evaluation.

Drafts remain drafts

AI prepares; an authorized person reviews. Draft analysis stays separate from the approved company record until the team accepts it.

Sources stay attached

Material claims and metrics can retain source markers, making the analysis easier to check and challenge.

Honest about its gaps

Source gaps are flagged, not papered over. A missing number is called out, never invented.

The review trail stays with the work

Versions, concerns, and decisions can remain attached to the company record from first draft through approval.

Oversight by design

Review state, named approval, source lineage, and version history make human oversight part of the workflow rather than a separate documentation exercise.

Security and deployment requirements are reviewed during evaluation.

Implementation

Configured around the way your firm works.

Step 1

Map the firm’s operating model

Define the source systems, research and reporting workflows, firm standards, reviewers, required outputs, and measurable operating outcomes.

Step 2

Configure MindLab

Build the agreed data connections and configure the firm’s mandate, rubrics, analytical agents, dashboards, reports, permissions, and approval rules.

Step 3

Run, measure, and expand

Launch the configured workflows with the team, measure preparation and review quality, then extend the same operating layer to more teams, deals, and portfolio records.

Implementation scope and commercial terms are agreed after the product walkthrough.

See how MindLab fits your investment workflow.

In a product walkthrough, we will use a representative deal or portfolio workflow to show how MindLab handles source intake, online research, discrepancy checks, dashboards, reports, review, Radar, and the approved record.

Book a demo

Prefer email? contact@mindlab.io

Common questions

What information can MindLab use?

Deal-room files, decks, models, CIMs, call notes, prior memos, third-party diligence, connected folders, online research, and approved firm context can support the same company record.

How does MindLab handle conflicting or missing evidence?

It keeps claims linked to their sources, surfaces discrepancies between files and research, and flags weak or missing evidence for analyst review instead of silently resolving it.

Can MindLab follow our rubric, dashboards, and report format?

Yes. Implementation maps the firm’s mandate, scoring criteria, dashboard fields, report structure, source categories, and reviewer standards into the configured workflow.

What does Radar track?

Radar tracks the market, sector, regulatory, competitive, company, or operating changes you define, then maps material findings to the deals, holdings, assumptions, and questions they may affect.

What happens to work after approval?

Approved facts, assumptions, decisions, objections, reviewer notes, and source trails remain attached to the company record. Draft work stays separate until an authorized person approves it.

What does implementation involve?

We map the agreed source systems, research and reporting workflows, firm standards, dashboards, analytical agents, reviewers, permissions, and approval rules, then launch the configured operating model with the team.

What happens after the demo?

If there is a fit, we scope the source systems, priority workflows, firm standards, outputs, reviewers, and success measures. Implementation happens after agreement; the demo is the product walkthrough and operating-model diagnosis.