DEAL MEMORYFirst context
Sep 1: preparing an offer on a 36-month term. No final acceptance or approval.
Previous commercial context is keptNOISE
A deal doesn't live in a spreadsheet.
It lives in conversations.
The patterns hide inside individual messages. Meli connects them.
01 / YOUR DEAL'S CONTEXT IS ALWAYS LIVE
Every new piece of information
leaves a mark on the big picture.
Meli remembers the past and weighs the impact of each new development. It shows you why today's view has changed.
SAMPLE DEALAtlas · Growth financingThe first communication starts the memory. Every new piece of information is assessed against it.
Opening the deal's memory.The new record, in the same context as earlier conversations.
FIRST CONTACTNew record
SEP 08 · MEETING TRANSCRIPT“We can't give a date for the committee yet. We need to see the revised cash flow first.”
MeliYour AI coworker
36 months holdsDocument conditionTimeline concern
DECISION PROCESSLatest assessment
BEFORE
The approval path is still unclear.
NOW
The approval path is still unclear.
SUGGESTED NEXT STEPLatest assessment
BEFORE
Learn the decision criteria.
NOW
Learn the decision criteria.
ADDED TO MEMORY36 months, offer in preparation.Assessing the impact of the new information.
ASSESSMENT AND REASONING
There is common ground with the customer; the deal is at an early stage.
An offer on a 36-month term was requested.
Commercial talks have started.
The customer's decision process is not yet clear.
Basis: Sep 1 meeting record.Explore the evidence chain ↗
Illustrative records and assessments of the same deal on different dates · Interactive product walkthrough
A deal memory that grows with every new piece of information.Traceable. Updatable. Questionable.
02 / THE WHOLE DEAL, ALWAYS ON YOUR DESK
The deal moves on.
The context stays.
A promise made months ago, a term that changed today, a reply that's running late. Meli reads every new development together with the accumulated memory, and weighs its impact on risks, relationships, timing and the next move.
◷ Past conversations and decisions◈ Open terms and concerns▱ New information and documents✎ Your corrections
✳MeliRemembers. Weighs the impact. Explains.
LIVING DEAL MEMORYHow did we get here?
How did we get here?
What did the new information change?
Why this move now?
Works from communication records and documents. WhatsApp ingestion is partly available; a direct Gmail connection and live meeting attendance are on the roadmap.
03 / EVERY ARGUMENT AND FACT HAS AN EVIDENCE CHAIN
“Why is it like this today?”
The reasoning is visible.
Meli explains today's assessment through the developments that shaped it and their cause-and-effect links. Go from there to the related finding, and from the finding to the exact sentence in the original message or document.
See not only what it thinks, but when and why it changed its mind.
MELI'S ASSESSMENT
The decision process is uncertain.
TRACKED FINDING · CONCERN
The credit committee date has not been confirmed.
Open concernORIGINAL RECORD · MEETING TRANSCRIPT · 14:32
“We can't give a date for the committee yet. We need to see the revised cash flow first.”Illustrative scenario · Sep 8
Inference → finding → source sentence
04 / WHAT'S HAPPENING BENEATH THE SURFACE - DEAL DOCTOR
What's happening, why,
and what comes next.
Deal Doctor is the deal's deep-analysis hub: what's really going on, root causes, risks, stakeholder stances, MEDDPICC and recommended moves, all on one screen. The health score is just one of these — and every line stays linked to its source.
Deal health9 dimensions · illustrative analysis
DIAGNOSIS → ACTIONThere's interest.
There's interest.
The decision path is missing.
Price talks have moved forward; the final approval mechanism is still open. The goal of the next meeting is to clarify the decision path before a new offer.
01
Confirm the approverClarify the decision maker and the committee's role.
02
Complete the missing documentAssign the revised cash flow to an owner.
03
The score is not a guarantee or probability of closing.Confirm the decision timelineTurn the expectation into a concrete date.
AssumedOfferNegotiationAccept / Reject
Term · 36 monthsEvery change, with its own source.Which was the latest offer?
Track terms from assumption all the way to acceptance or rejection. Tell apart what was discussed from what was agreed.
AK
Finance directorSupportive → Cautious
SY
Decision makerApproval pending
Whose stance changed?
Track people, their roles and evidence-backed changes in stance. You stay in control of identity and role records.
CONCERNSCommittee date HighMissing document Medium
OPPORTUNITIESAdditional limitNew business unit
Don't let open issues get lost.
Concerns, opportunities and actions become living topics. The same issue isn't opened twice; it moves forward with its history.
First meetingSep 01
Terms revisedSep 04
Document pendingSep 08
Silence is a signal too.
Follow progress with the chronology, process view and Gantt chart. Delays and pending items become part of the analysis's time context.
05 / A COWORKER YOU CAN DISCUSS YOUR DEAL WITH - MELI
Listens to you.
Remembers the context.
Thinks with you.
“What did we think last week, and why is it different today?” Meli reaches into the deal's history, people files and previous analyses. It explains the reasoning behind a changed assessment, the events it rests on, and the uncertainties that remain.
✳
MeliAtlas · Financing / Sample scenario
What's the most critical risk?
06 / EVERY DETAIL IN ONE WORKSPACE
Master the details.
Keep the big picture.
07 / MELI ANALYZES AS DEEPLY AS NEEDED
Not every message needs
the same analysis.
Quick updates for small changes. Deep diagnosis for critical developments. Meli adjusts the depth of analysis to how much the change matters.
No change
If there's no new information, the analyst doesn't run again.
No unnecessary synthesis callsSmall update
A fast local model keeps track of pending notes and how current the analysis is.
Fast maintenance layerCritical development
A strong signal or accumulated changes trigger a deep Deal Doctor analysis.
Deep synthesis + auditor role08 / DISCUSS AN IMPORTANT ISSUE FROM DIFFERENT ANGLES - VIRTUAL INVESTMENT COMMITTEE
A critical question.
Different perspectives at the table.
You convene the committee on your own deal's record. Known facts, what's been discussed and the documents go to every member as context. You write the question; if it's ambiguous, you're asked clarifying questions before the committee convenes.
You give roles to the powerful AI models you choose: legal, marketing, sales, internal control — even the other side's lawyer. Add a temperament to each role; a skeptical member and a contrarian member react differently to the same evidence. You can step into the discussion while it's running.
Opinions aren't melted into a single answer. Where they agree, what only one member saw, and why they diverge are written out separately. The model you appoint as chair then gives its own independent assessment — conditional when needed: “if this is true, A; if not, B.” You make the decision.
ATLAS · FINANCING / SAMPLE SESSION
Investment committeeShould we proceed on these terms?
You
The price is attractive; the collateral scope is unclear and time is tight. Do we proceed on the current terms, or prepare a counteroffer?
LegalModel A
I see the price advantage. But until the limits of the collateral and obligations are clear, we can't assess the offer as a whole.
Marketing expertModel B
Reply to LegalLet's make this uncertainty the focus of the counteroffer. We can negotiate the collateral scope and the obligation limit together without reopening the price.
Sales expertModel C
Building on MarketingLet's add a concrete timeline to the counteroffer. While we clarify the critical clauses, we keep showing the other side we want to move forward.
You
I want to protect the timeline; the obligations shouldn't stay vague either.
Internal controlModel D
On your priority and the other viewsThe proposed timeline may rest on an assumption. Let's put the approval authority, the required documents and the other side's date confirmation on a checklist.
C
Committee chair's assessmentModel E
Prepare a counteroffer that pins down the critical conditions.
Keep the price advantage while negotiating the collateral scope and the obligation limit. Tie the timeline to confirmed approval steps.
There's a will to move forward. Legal limits and the decision process need to be clarified.
Sales prioritizes keeping momentum; Legal prioritizes resolving the uncertainties.
Carry the two critical clauses into the counteroffer as the negotiation proposal; run the document and authority checks in parallel.
Can the collateral scope change? Who will approve? Which date is the other side confirming?
Both the common ground and the divergence stay on the record. The final decision is yours.
Change the role–model choices, then switch between the discussion and the chair's assessment.Sample content · no live model calls
Look at the deal from more than one angle.
Weigh legal risk, negotiation room, commercial opportunity and internal-control needs at the same table.
Bring your priority into the discussion.
Ask your question, share your limits. The models respond both to you and to each other's views.
Disagreement is information, just like agreement.
Common ground, the point only one member caught, and the reason for divergence each stay separate. The chair writes its independent assessment on top of that.
09 / WHY MELIDEALS?
The real difference is
how the information lives.
CRM and revenue intelligence tools offer AI analysis too. MeliDeals focuses on building a traceable decision foundation for long-running, high-value deals — preserving both the content and the flexibility of the deal.
See why today's assessment is what it is.
Go from the assessment to the finding, and from the finding to the source sentence. Previous assessments are kept, so you can see past ones too; the impact of new information on the analysis is visible with its reasoning.
Don't start from scratch in every meeting.
Concerns, terms and opportunities move forward with their history. Every new piece of information is assessed for its effect on the whole; Meli tells you what changed, why it changed, and what is still open.
Facts are one thing. Your reading is another.
Your subjective signals give Meli context; they don't replace evidence. You manage the deal and people records.
Pick the right intelligence for the job.
Assign local and cloud models to different roles. Manage the analyst, auditor and chat models from settings.
Scope of the comparison and sources
This section is a positioning of the product approach, not a superiority benchmark. It does not claim competitors lack anything. Official sources reviewed: Gong Revenue AI, Attio. Design/storytelling reference: Linear. Source for MeliDeals features: the Meli Deals / MeliDeals v4 analysis and Council workflow shared by the product team.
10 / ACCESS
We're currently
invite-only.
We're in the pilot phase with limited spots. Leave your details and we'll get back to you when a spot opens.
SEE MORE CLEARLY. MOVE FORWARD MORE DELIBERATELY.
On your next deal,
have Meli by your side.
Watch the guided tour ↗Request accessKeeps the context. Explains the change. Moves forward with you.