Speed of Trust · Capital Markets
Engagement Proposal — Prepared for RPM Capital · April 2026
Most engagements start from zero. This one doesn't. Before the first call, MERIDIAN has already completed the architecture, seeded the knowledge layer, and staged the legal corpus. You're not buying a build — you're provisioning a terminal that's ready to deploy.
Knowledge Layer
104,536 nodes seeded — capital markets research, compliance claims, deal analytics. Embeddings generate locally on your server at provisioning.
Staged on e3b5f73 — ready to transferLegal Cortex
18 reference documents covering Delaware entity law, federal tax law, SEC private placement frameworks (Reg D / Reg A+ / Reg CF), fund economics.
Staged — priority ranking TBD on callArchitecture Blueprint
7-daemon roster, 6-station metro layout, infrastructure stack, and four Phase 2 platform intelligence layers — all specced and documented.
Complete — provisioning pending sizing answersCapital markets firms don't lose on access — they lose on judgment lag. The deal that closes is the one where the team knew the regulatory exposure, the comparable fund structure, and the LP appetite three weeks before the counterparty did.
Every deal RPM Capital closes contains intelligence. That intelligence currently lives in individual analysts' heads and disconnected documents. When a deal closes — or doesn't — that judgment walks out of the room.
The terminal changes the architecture of that problem. Every deal analyzed makes the next decision faster and better. SEC regulatory updates surface before they affect open positions. Comparable fund structures are recalled in seconds. LP appetite patterns inform origination, not just closing.
This is not a tool that improves workflow. It's a system that compounds judgment as a capital asset.
The terminal is organized as two intelligence lines with six operational stations. Each station is a distinct AI capability. They feed each other.
Line 1 — Deal Intelligence
Deal Origination & Scoring
AI-assisted deal scoring from CRM, email, and manual entry. Pipeline velocity tracking. Automatic dossier assembly for qualified opportunities.
Due Diligence Engine
Structured DD workflow (financial, legal, operational, market). Red flag detection — contradictions between pitch deck and financials. Comparable deal analysis from graph history.
Fund Structure Intelligence
Fund economics modeling (waterfall, carry, fees). Entity structure recommendations (Delaware LLC, LP, Series LLC). Tax optimization pathway analysis.
Line 2 — Compliance & Legal
Regulatory Intelligence
SEC monitoring (Reg D, Reg A+, Reg CF). State-level blue sky compliance tracking. Regulatory change detection → impact assessment across active deals. Compliance checklists per deal type.
Contract Intelligence
Operating agreement analysis. Service agreement architecture. NDA workflow (DocuSeal integration). IP and licensing analysis for tech-heavy deals.
Line 3 — Market & Investor Operations
Market Intelligence
Competitive landscape monitoring (who's raising, deploying, at what terms). Market signal aggregation (rate environment, sector rotation, LP appetite shifts). Corroboration system surfaces high-confidence signals.
Investor Relations
LP profile management (commitment history, communication preferences, sector interest). Automated investor update generation. Capital call and distribution tracking. Auto-generated meeting prep dossiers.
Phase 2 platform capabilities (Vox voice briefings, automated boardroom reports, deal room pages, research subway lines) are scoped and documentable — not included in base terms, available as expansion modules.
Three entry points. Same terminal — different commitment and scope. Comparable engagement: Rankona Mazon (Amazon agency terminal, Option B) at $7,500 setup + $4,500/mo. RPM Capital terminal reflects increased daemon complexity (7 vs 5) and capital markets domain value premium.
Full Intelligence Partnership
Setup
$12,500
one-time
Monthly Retainer
$6,500
per month
Revenue Share
None
clean economics
Year 1 Total
$90,500
base commitment
All 7 daemons deployed (las, delphi, watcher, sandman, avery, vale, lex)
All 6 stations operational within 3 weeks of provisioning
Legal cortex fully activated — lex daemon prioritized to your jurisdiction scope
Twenty CRM integration — deal pipeline, LP management, contact records
104K-node MIG seed transferred and embeddings generated locally on Day 1
Telegram query interface + alert delivery from Day 1
SOC2-compliant infrastructure (zero open ports, Cloudflare Tunnel, encrypted Neo4j)
Best for: firms committing to intelligence compounding as a competitive edge. One better deal decision per quarter covers the annual cost.
Terminal License
Setup
$9,500
one-time
Monthly Retainer
$4,500
per month
Revenue Share
None
clean economics
Year 1 Total
$63,500
base commitment
Core 3 daemons (las, delphi, watcher) — full retrieval and write orchestration
Stations 1A, 1B, 3 operational at launch (Deal Origination, Due Diligence, Regulatory)
MIG seed transfer + legal cortex (priority subset)
Expansion to Option A pricing available at 3-month mark
Best for: firms wanting core deal + regulatory intelligence before committing to full platform deployment.
Pilot Entry
Setup
$4,500
one-time
Monthly (3-mo)
$2,500
per month
Pilot Scope
1A + 3
Deal Orig + Regulatory
Pilot Total
$12,000
3-month commitment
Station 1A (Deal Origination) + Station 3 (Regulatory Intelligence) only
Full MIG seed transfer — knowledge layer from Day 1
End of pilot: expand to Option B or A — setup fee credited toward full deployment
Best for: firms that want to see results in 30 days before committing. Setup fee is non-refundable but credited at expansion.
Negotiation floor: Option B pricing ($9,500 setup + $4,500/mo). Below that, the terminal complexity doesn't support the engagement economics. Commercial terms are finalized on the discovery call.
Seven questions determine the final configuration. Infrastructure can't be provisioned without them. The call is 30 minutes. These take 15.
1 · Deal Pipeline Volume
How many concurrent active deals at any time? Determines Neo4j sizing and graph partitioning.
2 · LP Database Size
How many LPs or investors in your current database? Determines graph sizing for Station 6.
3 · Compliance Jurisdictions
Which states and countries are active? Scopes the lex daemon and legal cortex activation priority.
4 · CRM Data Migration
Do you have existing CRM data to migrate? If yes, what format? (CSV, HubSpot export, Salesforce, other)
5 · Legal Priority
Of the 18 staged legal cortex docs, which workflows are most painful right now? Prioritizes lex daemon activation.
6 · Voice Interface
Telegram voice messages, dedicated endpoint, or both? Affects Vox agent setup for Phase 2.
7 · Server Preference
Preferred RackNerd server spec, or should we recommend based on your answers above? (Our default: 6-core, 16GB RAM, 200GB NVMe.)
Your Server
Dedicated RackNerd VPS. Your hardware, your data. Not shared infrastructure.
Your Data
RPM Capital data stays on your terminal. Full Neo4j export available at any time. Data portability is a right, not a feature.
Zero Open Ports
Cloudflare Tunnel (outbound-only). No firewall changes. SOC2-compliant by architecture.
IP Ownership
RPM Capital owns its graph, its configurations, and its deal intelligence. MERIDIAN owns the platform. Clean boundary.
30-minute discovery call
Architecture is complete. Knowledge layer is seeded. The only thing blocking deployment is 30 minutes on a call to answer 7 questions, confirm station priorities, and establish commercial terms.
(5 min) Walk through metro station model — confirm it maps to your workflow
(15 min) 7 discovery questions — gates infrastructure provisioning
(5 min) MIG seed briefing — show the knowledge layer that's already built
(5 min) Commercial terms — establish option, timeline, and next milestone
Prepared by Speed of Trust · April 2026
Contact: building@speedoftrust.ai