Mandate
Decision, inclusions, exclusions, structure, geography, evidence threshold and unresolved questions.
Client experience
One mandate. One record.
The engagement is designed around a maintained decision record—not an expanding inbox of disconnected research.
Universe
Mapped entities with identity, ownership, source provenance and explicit remove or watch logic.
Review
A limited queue of research records prepared for principal attention.
Memory
Decisions, changes, contradictions and completed work retained across the engagement.
Meridian OS
The private environment.
Approved engagements may use Meridian OS to hold the current mandate, opportunity records, research memos, source references, review status, documents and requests back to the desk. Public demonstrations are illustrative and contain no client mandate or private relationship state.
Private access
Client login ↗Client workspace
Authentication and permissions remain separate from the public research estate.
The dossier
A decision record with its evidence attached.
Decision definition
The question, inclusions, exclusions, structure, geography and evidence threshold.
Entity record
Identity, ownership, fit, provenance and explicit remove, watch or review logic.
Principal memo
The conclusion, commercial relevance, uncertainty, contradiction and next question.
Source trail
Source, retrieval date, knowledge class and material changes retained beneath the briefing.
The precise record depends on scope. A public format illustration is not evidence of a client, mandate, transaction or result.
View public materials ↗Engagement discipline
Defined before expanded.
Narrow question
Start with the decision and evidence needed—not a promise of limitless coverage.
Principal review
Research is organized around what warrants attention and what should be removed.
Research only
No investment advice, brokerage, negotiation, transaction execution or representation of client interest.
Permissioned action
Research, a recommendation or a workflow never substitutes for explicit authority.
Private enquiries
Begin with the mandate.
Share the decision, market and evidence problem—not confidential deal material.