01
AI disclosure, configurable by client
You define where disclosures are required and which communications they apply to. Mira applies those rules consistently as part of execution.
Investor engagement, inside your governance
One agent platform for the entire Investor Lifecycle. Mira acquires, engages, retains, and grows client relationships within the disclosures, permissions, and oversight you define.
Acquire. Engage. Retain. Grow.
Claims grounded to approved sourcesConfigurable disclosure controlsExportable audit trailsHuman escalation where requiredClaims grounded to approved sourcesConfigurable disclosure controlsExportable audit trailsHuman escalation where required
[ Built for ]
Financial organizations where every relationship requires trust and accountability
Asset managersWealth platformsInvestor relations teamsPrivate credit managersReal estate investment managers
[ The problem ]
Investor relationships should not stop between meetings
TIMELY
PERSONALIZED
GROUNDED
GOVERNED
PERSONALIZED
GROUNDED
GOVERNED
[ What your investors hear ]
Personalized engagement, with the right controls behind it
Mira enables financial organizations to maintain relevant, continuous investor engagement while grounding information in approved sources and applying the disclosures, permissions, and escalation rules defined by the organization.
EmailSent by Mira
Marc
Thanks for the webinar. Could you send more on the new fund?
Mira
Marc, you'd asked about the new fund after the webinar. Here's the Q3 fact sheet, with the relevant disclosures included. Happy to set up time with your advisor if you'd like to go deeper.
For an asset manager
Client portalSent by Mira
Client
Can I get my quarterly review with Hannah on the calendar?
Mira
Booked your quarterly review with Hannah for Thursday at 10am. She'll have the latest context from your account before you meet.
For a wealth platform's investor desk
EmailSent by Mira
Client
Can you send me the private credit fund overview?
Eligibility check · Routed to advisor
Mira
The private credit fund overview is limited to eligible investors, so I've routed your request to Hannah. She'll follow up with you directly.
Demonstrating eligibility controls and human escalation
Client portalSent by Mira
Portfolio review due · 14 days
Mira
Your next portfolio review is coming up. Would you like me to find time with your advisor to go through the latest account information?
For a wealth platform
[ The Investor Lifecycle ]
Acquire. Engage. Retain. Grow
Governance applies across every stage. The same grounding requirements, disclosure controls, permissions, and human oversight established by the organization remain part of execution throughout the Investor Lifecycle.
01
Acquire
Mira identifies and qualifies prospective investor relationships against the information and eligibility criteria the organization already uses, updating that picture as interests and market conditions move.
02
Engage
Mira coordinates investor communications, follow-up, documents, and workflows using the evolving context of each relationship, always inside your approved information, disclosure requirements, and permissions.
03
Retain
Mira holds context between meetings, coordinating updates, documents, milestones, and follow-up so relationship teams arrive with the relationship intact rather than reconstructing it each time.
04
Grow
Mira identifies openings for deeper engagement, additional mandates, services, or referrals. Where an opportunity requires human judgment or authorization, it brings the context to the right person rather than acting beyond its boundaries.
Acquire. Engage. Retain. Grow. One continuous Investor Lifecycle.
[ Trust, built for finance ]
Governance is part of execution
Financial relationships require a higher standard of control. Mira operates within the governance framework established by the organization, applying approved information, disclosure rules, permissions, and human escalation throughout execution.
02
Claims grounded to approved sources
Financial and performance information can be grounded in designated organizational sources before it is communicated.
If an approved source does not support a claim, Mira does not make it.
03
Human escalation
You decide which interactions require an authorized or licensed professional. When a workflow reaches that line, Mira routes it to the right person with the context intact.
04
Eligibility and suitability controls
Mira operates inside the eligibility and suitability decisions your existing processes already make, controlling what each investor group can see and do.
05
Audit trail
Investor interactions can be logged with the data, disclosures, approvals, and execution context behind them, creating a record you can review and export.
06
Investor data control
Investor data remains within the organization's deployment and is not used to train a shared Here AI model serving other customers.
The next step is a scoping conversation
Tell us where your investor relationships live today: the systems, data, channels, disclosures, and workflows involved, and where you want continuous engagement to begin.