For finance firms and finance teams
Everything your firm knows, safe inside the agents your people already use.
Deals, clients and research, with every wall intact.
Reads Microsoft 365, Gmail, Google Drive, Salesforce and 7 more
The problem
Years of deals and analysis, and every new question starts from a blank page.
Cost
Paying analysts to redo research the firm owns
Risk
One shared folder away from a broken wall
Revenue
Client revenue that leaves with a banker
With Mithrandir
Before: Hours, weeks, months
With Mithrandir: Seconds
About 10 seconds
to find the story across thousands of documents.
Up to 396 to 792 hours a year saved per person
Up to $18K to $36K
more revenue a year, per person
Source: McKinsey; Coveo; Damodaran · How it is estimated
How much better it gets
In the agent each person already uses, within what they can access.
Time
Starting a new deal
Before
Drive searches and partner emails while the deal clock runs.
After
The firm's past work in this sector or with this counterparty, sourced.
Risk
Information barriers
Before
A policy and a list of names that AI tools ignore.
After
Walls hold for every person and every agent they use.
Revenue
Client history
Before
The relationship pieced together from the CRM and old threads.
After
Meetings, commitments and correspondence, in order.
Time
Month end and the numbers behind them
Before
Days asking around to learn why a number moved.
After
The ERP records, threads and people behind the change.
Cost
A new analyst
Before
Weeks of shadowing before the first real contribution.
After
The firm's history on their work, from day one.
Safe on every row.
Only what you can already access
Your hierarchy, the way it should be
Walls that hold, for every agent
0 leaks, 100% sourced, 30,000+ entries. How we measure · Security
A scenario
One Monday morning in finance
A new deal team kicks off at 9:00. Before the meeting, the managing director wants to know what the firm already knows about the target company.
“What have we worked on with this company before, and what did we conclude?”
The managing director · in Claude
Two past mandates, the models behind them, and the committee memo that turned one down with its reason, each with its source.
An analyst in research · in ChatGPT
Published research and public filings on the company. The deal files sit behind an information barrier, so for the analyst they do not exist.
The deal team starts from the firm's own history instead of a blank page, and the barrier between research and deals holds in every agent.
46% of CISOs are confident they can centrally control what AI agents access. Source: Okta, Global CISO Insights 2026
Questions
- Do information barriers hold between deals and research?
- Yes. Walls you set apply in every agent. For anyone outside, the walled deal files behave as if they do not exist.
- Can a new analyst get up to speed on a client?
- The client's history comes back in order, with sources, limited to what the analyst is cleared to see.
- Where does the data live?
- In your own cloud, with your own model key. Mithrandir never hosts your data.
See it on your own data.
One team, email, drives and CRM. Set a wall and watch it hold.
Remember.
Every company needs agents that know it. We are here for that.
Remember more. Spend less.Bring one workflow. See it on your own data in 30 minutes.
Last updated 21 October 2026 · Mert Uzun, co-founder