For finance firms and finance teams
Everything your firm knows, safe inside the agents your people already use.
Funds, banks, advisory firms and finance teams hold years of deals, client history and analysis that nobody can search and nobody dares give to AI. Mithrandir organizes it into one memory inside each person's own agent, each person sees only what they can access, and walls hold between teams.
Reads Microsoft 365 (Outlook, Teams, OneDrive, SharePoint), Gmail, Google Drive, Salesforce, HubSpot, SAP and ERP systems, Slack, Zoom, Gong, Notion, Confluence, your custom tools, and any integration you need.
The problem
Years of deals and analysis, and every new question starts from a blank page.
Past deals sit in data rooms, client history in inboxes, numbers in spreadsheets, and the context in calls nobody wrote up. AI could help, but one answer crossing the wrong wall is a problem no firm will accept.
Cost
Paying analysts to redo research the firm owns
Analysts rebuild research the firm already did, because they cannot find it or never knew it existed. The firm pays for the same work again.
Risk
One shared folder away from a broken wall
Information barriers depend on people filing correctly. One shared folder and a wall is gone, with the regulatory exposure that follows.
Revenue
Client revenue that leaves with a banker
When a banker or advisor leaves, the relationship history leaves with their inbox, and the client is easier to lose.
How much better it gets
Nobody moves to a new tool. Claude, ChatGPT, Microsoft Copilot, Cursor, Gemini: each person asks where they already work, and each answer stops at what they can access.
Starting a new deal
Time
Deal team hours spent on a blank page
Before
The team searches drives for anything similar the firm has done, emails a few partners and starts the model from scratch while the deal clock runs.
After
Ask your agent what the firm has done in this sector or with this counterparty and get the past work you can access, with sources.
Information barriers
Risk
Regulatory exposure when a barrier fails
Before
The barrier is a policy and a list of names. Any AI tool that indexes the shared drive ignores both, and the exposure lands on the firm.
After
Walls you set hold on top of every share, role and exception, for every person and every agent they use.
Client history
Revenue
Fees at risk when a client feels forgotten
Before
A client calls and the person who picks up has to piece the relationship together from the CRM and old threads. The client can tell.
After
The full relationship comes back in order: meetings, commitments and correspondence, as far as that person's access goes.
Month end and the numbers behind them
Time
Close time lost chasing a moved number
Before
A number moves and finance spends days asking around to find out what changed and who changed it, while the close waits.
After
Ask what changed and get the ERP records, the threads and the people involved, with the source for each.
A new analyst
Cost
Paid weeks before a new analyst contributes
Before
Weeks of shadowing to learn how the firm works, what it has done and who knows what, paid for in the analyst's time and the time of whoever they shadow.
After
They ask their agent and get the firm's history on the work they can access, from day one.
Safe on every row
Only what you can already access
Everyone sees only what their work already lets them see.
Your hierarchy, the way it should be
Where a tool sets no rules, access follows your company's hierarchy.
Walls that hold
Ethical walls you set apply on top of everything, for every person and every agent.
0 leaks and 100% of answers sourced, measured across more than 30,000 entries.
How we measure · Security overview
See it on your own data
Connect email, drives and your CRM for one team, set a wall, then ask the questions your people ask every week and watch the wall hold.
Remember.
Every company needs agents that know it. We are here for that.
Remember more. Spend less.Bring one workflow. On your own data, we show you what each of your people would see. Thirty minutes with the founders.