Node assigns a live agent to each portfolio company, continuously mapping and monitoring it. The context layer it maintains powers accurate valuation reports, board summaries, and portfolio synergy discovery.
PDFs, transcripts, management decks, spreadsheets — the whole data room. Every figure and claim traced back to its source.
Revenue lines, unit economics, growth vectors, risks — assembled into a structured, causal model of the target.
Ask anything. Answers arrive as causal chains, not paragraphs — so you see which conditions carry the thesis and which ones thin.
A data room, an analyst reading for weeks, a memo that freezes the moment it's written. MainThesis replaces the workflow with something the whole team can interrogate.
| Analyst + Excel + memo | MainThesis | |
|---|---|---|
| Intake | Analyst reads the data room for weeks. Notes live in their head. | Every document extracted into one queryable model, in hours. |
| The business | A narrative memo. Assumptions buried in prose. | A live operating model. Revenue, unit econ, growth, risks — inspectable. |
| Pressure-testing | IC asks “what if?” — analyst goes back for another week. | Ask anything, get a causal chain in seconds. |
| Confidence | “We think” and “we believe”. No calibration. | Every claim carries a confidence. Low-confidence regions are the diligence map. |
| After the deal | The thesis is a PDF. Nobody opens it again. | Every deal feeds back in. The fund's decision-making compounds. |
Deal data is some of the most sensitive material a fund touches. MainThesis is architected around that fact.
The non-negotiables. Every client, from day one.
Not ours. Not our providers'. Ever.
No cross-client sharing. Every fund in its own logical perimeter.
TLS end-to-end. Keys scoped per environment.
No scraping, no ambient ingestion. If it isn't in the platform, we can't see it.
One instruction. Documents, derived models, history — gone.
The architectural choices behind the baseline.
No public model training. No shared memory layer. Isolation is the default.
AWS and GCP primitives. Least-privilege IAM, private networking.
Role-based permissions across workspaces and documents. Every action attributable.
Every claim links back to the page it came from. No freeform hallucination surface.
We're working closely with a small number of investment teams to shape the product. If you're losing weeks on every new opportunity, we'd like to talk.
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