Use case · PMs & analysts

Spend the day on judgment,
not retrieval.

Most of an analyst's week is information assembly: which supplier feeds which customer, which input is single-sourced, what changed since last quarter. Mesh keeps that assembled — so the day starts at the judgment.

Signal engineCoverage universeOvernight pipeline

Start the morning knowing exactly what moved overnight across your coverage — with the source attached.

The overnight pipeline reads filings, job postings, permits, and trade flows across your entire coverage universe, then surfaces only what changed — and only when multiple independent dimensions are moving on the same name. Each event opens directly to its primary document. No feed to scan, no second-hand summaries.

Overnight delta · your coverage04:12 UTC · 4 events
AMAT
Signal → HOT
3 dimensions converging
NEW
KLAC
Permit filed — Dresden
EPA registry · 2026-06-10
TIER 2
LRCX
Insider buy · $2.1M
VP Operations · Form 4
TIER 1
ONTO
Qualification win — TSMC
8-K Exhibit 99.1 · 2026-06-09
TIER 1
Dependency graphCascade analysisExposure scoring

Answer 'who else is exposed?' in minutes, not a week.

Trace any constraint through the qualified-supplier graph with concentration scores at every step. The answer comes back as a ranked list of exposed names with their operating leverage quantified — from sole-source suppliers down to second-order hyperscaler customers. What used to be a week of spreadsheet work is a single query.

Who else is exposed?
Query: ENTG CMP constraint → downstream names · sorted by exposure score
ENTGCMP slurry — sole supplier1.00
NVDADirect customer — 34% of ENTG rev0.87
MSFTHyperscaler — GB300 in roadmap0.61
GOOGLHyperscaler — TPU alt pathway exists0.38
Decision cardSource provenanceIC-ready export

Write the note with citations already attached.

Decision Cards turn graph state into a structured one-pager — chain position, constraint exposure, qualification velocity, key risks — every line linked to its primary filing. The hours you used to spend footnoting become hours on the call. Export for the PM, the morning note, or the committee pack.

Research note · AMAT3 citations · sourced
Capex guidance raised 18% in latest 8-K
⁽¹⁾ SEC 8-K · 2026-05-28 · p.4
Fab technician hiring surge (+340%)
⁽¹⁾ Job postings · 41 roles · June 2026
Phoenix facility permit filed
⁽¹⁾ EPA registry · 2026-05-12
What a day looks like
06:00
What changed

Map refreshes before the desk opens. Hot nodes in your coverage are visible in one glance.

08:00
Verify

Open each signal's source — the filing sentence, the job posting, the permit. No second-hand summaries.

11:00
Answer the PM

Trace 'who else is exposed' through the cascade in minutes, with concentration scores at each node.

15:00
Write it up

Export the Decision Card. Citations are already attached.

Also built for
Hedge fundsFamily officesPMs & analysts

The retrieval is automated. The judgment is yours. That is the division of labour Mesh is built on.

Request access →Private beta · by invitation only