How Mentis works

From a raw data room to a finished investment memo in four concrete steps.

You just got sent a data room. 400 files. The partner wants a memo by Friday.

Create your data room

Set up a dedicated workspace for the deal in about thirty seconds. Each data room is private to you and your team, and holds every file, question, and memo for that company in one place.

Upload folders or files

Drag in the full deal folder, sync from Google Drive or Notion, or add individual PDFs, decks, spreadsheets, and call transcripts. The original folder structure is preserved, and every page is read in the background, including scanned documents and handwritten notes. Hundreds of files are typically processed in a few minutes rather than the days it would take to read them manually.

Ask your AI analyst

Ask questions about revenue trends, the cap table, customer concentration, or anything else in the documents. Answers come back in seconds with the specific source document and page cited, so you can verify every number rather than searching across forty PDFs by hand.

Generate the investment memo

When you are ready, generate a full memo covering deal terms, financial summary, market context, and risk flags. Each claim is cited back to the underlying documents, so what used to take a junior analyst close to a month of reading and writing now takes about fifteen minutes to draft, review, and export.

One data room. Every source.

Connect your entire workflow into a single, searchable knowledge base. No more scattered files across tools — Mentis brings it all together.

Your Data Room

Google Drive

Sync entire folders or pick individual files — always up to date.

Notion

Pull in pages, databases, and wikis from your connected workspace.

Meeting Notes

Import transcripts from Fireflies and Grain — every founder call captured.

Direct Upload

Drag-and-drop PDFs, Excel, PowerPoint, CSV, and Word documents.

Ready to transform your due diligence?

Join venture teams using Mentis to make faster, better-informed investment decisions.