How Mantle uses Gemini to simplify equity management

Behind every startup is a great idea — and a whole lot of documents. Paperwork for options, shares, SAFEs, etc., is arguably the most important layer for a company when it comes to tracking equity, the one source of truth that auditors and lawyers will manually process to make sure the company's practices are in good standing and reported numbers are accurate.

The traditional relationship between documents and platforms

But document management is a tedious process, requiring users to manually input data from files into platforms, which are often treated as separate entities, not well integrated with other business applications. Founders are familiar with this pattern: you have to read your files/documents, put the values into a platform, and then “attach a file” to start using any data-intensive and auditable platform properly. While this is great for organizing documentation next to data, traditional platforms always treat files as adjacent datasets rather than something that is integrated into the user experience.

Mantle is a next-generation equity platform for modern founders. It addresses these challenges by integrating documents and platforms, reducing the need for manual data entry. This not only saves time but also reduces the risk of human error. 

Mantle uses Vertex AI to extract data from documents, enhancing the platform’s accuracy and efficiency, so users can focus on their core business activities, knowing that their equity data is accurate and up-to-date.

Using documents as data with Gemini

Data extraction techniques via Vertex AI have shortened these workflows from hours to minutes, greatly increasing the trust you have that the data you see in-platform is up-to-date and accurate.

Using Gemini, Mantle streamlines these workflows to understand the key data points in the documents. In a matter of seconds, Mantle can turn the documents in your data room into a cap table for your review and onboarding processes, alerting users when any platform values stray from the document values.

After onboarding, Mantle can “templatize” and create documents for common workflows. For special scenarios like bulk updates, it provides the ability to upload worksheets and spreadsheets to be imported and processed. This means you don’t need to transform or recreate your worksheet into a specific format for the platform.

Data extraction with Vertex AI

The Mantle process unfolds in seconds. It can classify documents, and inspect documents for specific insights. Things like purchase amounts, dates, vesting schedules, are all extracted from documents in real-time and processed. Make this feasible and manageable at scale, there’s a library to generate, experiment, and test prompts based on data definitions.

Mantle always presents document findings to the user for review and verification, giving it the feel of an assistant that is helping you do your tasks more efficiently.

Gemini is at the core of Mantle’s commitment to accuracy, privacy, and user-centric solutions, and makes Mantle the go-to platform for founders seeking efficient and reliable equity management, saving founders, lawyers, auditors, etc. time when managing company equity.

Mantle and Google Cloud: Better gen AI, together 

Mantle leverages Google Cloud to streamline equity management and eliminate tedious processes associated with traditional document workflows. At the heart of this partnership lie two key Google technologies: Vertex AI and Gemini.

Vertex AI: Extracting data with precision
Vertex AI, Google Cloud's unified machine learning platform, plays a crucial role in Mantle's data extraction process. By leveraging advanced machine learning models, Vertex AI automatically extracts key information from company documents, such as option and shareholder agreements. This removes the need for manual data entry, saving time and reducing the risk of human error.

Gemini: Transforming documents into insights
Gemini, Google's latest large language model, takes document integration to the next level. It goes beyond simple data extraction and helps Mantle understand the context and meaning within documents. This allows Mantle to generate insights and automatically populate the platform with relevant information, such as purchase amounts, dates, and vesting schedules.

A synergistic duo

Together, Vertex AI and Gemini fuel Mantle's innovative approach to equity management. Vertex AI extracts data, while Gemini helps transform that data into actionable insights. This combination eliminates the need for users to manually input data and interpret documents, allowing them to focus on their core business activities.

The benefits of Mantle and Google Cloud

By leveraging Google Cloud technologies, Mantle offers several key benefits:

• Increased efficiency: Automating data extraction and document processing saves countless hours for founders, lawyers, and auditors.

• Remarkable accuracy: Vertex AI and Gemini ensure that the data in Mantle is accurate and up-to-date, eliminating the risk of human error.

• Intuitive user experience: Mantle's intuitive platform makes it easy for users to manage their equity data and access insights.

Mantle and Google Cloud are paving the way for a new era of efficiency and accuracy in equity management. By harnessing the power of AI and machine learning, Mantle empowers founders and professionals to focus on what matters most – growing their businesses.

Learn more about Google Cloud’s open and innovative generative AI partner ecosystem. To get started with Mantle, join and begin experimenting with Mantle on the Google Cloud Marketplace today!