Family offices don't need another feed. They need to understand which companies structurally control a critical node, how concentrated that control is, and what would have to change for the thesis to break.
Mesh overlays your portfolio onto the dependency graph. Each holding shows its constraint exposure — which inputs are single-sourced, which suppliers have no qualified alternate, where the geographic concentration sits. Updated daily as the graph updates. The analysis you did last quarter doesn't go stale.
For every holding Mesh surfaces the structural events that would change the investment case — a second source qualifying, a yield breakthrough at a competitor, a regulatory shift on export controls. Each is sourced to the filing or data series it came from. The list updates as the graph updates.
Every company in the graph carries a structured one-page summary: position in the supply chain, constraint exposure, qualification velocity, and the events that would break the thesis — every data point linked to its primary filing. Formatted for the committee. Exportable to PDF. Updated as the graph updates.
Open the map filtered to your holdings. See which positions sit on constrained nodes and which constraints moved last week.
Pull the Decision Card for a prospective position. Its dependency chain, concentration scores, and key risks — in minutes, not weeks.
Export Decision Cards for the portfolio. Every claim cited; nothing to re-verify with your team.
When a qualification event touches a holding's chain, the signal surfaces with its source attached.