<div class="portada"><div class="meta">Menteia · Menteia Hedge · October 2026 · Confidential</div>

# Executive summary

**Menteia Hedge** — AI investment committee: 12 analysts (quantitative and style-based) and a deterministic risk officer that recommend with evidence and explain every decision.</div>


> Invest with evidence. Decide with AI that explains itself.

**In one line:** AI investment committee that explains every call


![Menteia Hedge: cover of hedge.menteia.com](capturas/01.jpg)

## The problem
- Retail investors decide on gut feeling or social media tips; they have no access to a professional analysis committee.
- AI tools promise returns without showing evidence or honest validation (biased backtests, no point-in-time data).
- Independent investment advisers (154 registered with CNBV) lack the technology to scale their analysis.

## The solution
Menteia Hedge is an AI investment committee: 5 quantitative models and 7 style agents (value, growth, macro, forensic accounting, news) issue reasoned convictions; a deterministic risk officer applies vetoes and sizes the position. Everything is validated with point-in-time backtests and honest verdicts (including 'NO EDGE'), with daily signals and auditable paper portfolios.

- Analysts: 5 quantitative models + 7 LLM style agents; each issues a conviction from -1 to +1 with reasoning.
- Risk officer: volatility, VaR and liquidity; hard vetoes (illiquidity, falling knives, debt stress).
- Committee: sizes the position, penalizing disagreement; the AIs never touch the order.
- Validation: backtests with T+1 execution and a DATA VALIDATED / TRADE-OFF / NO EDGE verdict.
- Daily signals via Telegram or webhook; paper funds with a hash-chained record; analyst weights learned from real performance.

## Why we win
- Explainable AI: every recommendation shows who said what and why.
- Risk set by auditable rules, not decided by the LLM.
- Statistical honesty: point-in-time data and verdicts that admit when there is no edge.
- Public hash-chained record: results can't be dressed up.

## Traction
- Working MVP at hedge.menteia.com with invite-only access and a public demo.
- 12-analyst committee, risk officer, backtests, daily signals and paper portfolios in production.
- Idea stage, technically validated; no paying users yet.

## Market
| Level | Annual size | How it is calculated |
| --- | --- | --- |
| TAM | US$60 M | 3 M funded investors × US$4k average balance × 0.5% annual fee |
| SAM | US$6 M | 10% of TAM: self-directed digital investors + independent advisers |
| SOM | US$200k | ~800 retail subscribers and 15 advisers in 24–36 months |

## Business model
Freemium: free demo (quant only) → monthly subscription with the full committee, signals and portfolios. B2B white-label license for registered investment advisers.

## The round
| Item | Proposal |
| --- | --- |
| Amount to raise | US$450,000 |
| Equity offered | 31% |
| Pre-money valuation | US$1,000,000 |
| Post-money valuation | US$1,450,000 |
| Runway | 24 months (excluding revenue) |
| Suggested instrument | SAFE with valuation cap equal to post-money and 20% discount |

**With these funds we will achieve:**
- Registration as an investment adviser with CNBV
- Commercial launch with ~700 subscribers and 15 advisers
- Mexican market coverage (BMV/BIVA)
- Validation for Series A or integration with Doble D

## Team
- **Rafael Herrera** — CEO / CFO
- **Vladimir Díaz** — CTO
- **Francisco D'Angelo** — Head of Legal and Compliance

**Contact:** Menteia · hedge.menteia.com