AI-Powered Document Intelligence for Private Equity
Streamline deal flow and diligence by automatically extracting key data from teasers, CIMs, contracts, and other critical documents. Transform manual document review into structured insights.
Smart Extraction
Extract structured data from any document type
Our AI understands context and extracts relevant information from documents, regardless of format or structure.
System Integration
Connect with your existing tools
Seamlessly integrate extracted data with your CRM, databases, or other business systems.
Custom Analytics
Insights from your documents
Transform raw document data into actionable insights with powerful analytics and search capabilities.
Use Cases
Deal Flow Management
Accelerate deal evaluation and tracking
Automatically extract and sync deal data from Teasers and CIMs to your CRM. Track opportunities, analyze deal flow, and make informed decisions faster.
- Extract financial metrics and KPIs from CIMs
- Standardize deal data across your pipeline
- Generate automated deal summaries
Contract Analysis
Streamline legal document review
Quickly analyze purchase agreements, NDAs, and other legal documents. Extract key terms, obligations, and potential risks automatically.
- Review NDAs and contracts in minutes
- Extract key terms and conditions
- Flag non-standard clauses and risks
Portfolio Monitoring
Enhance portfolio company oversight
Automatically process portfolio company reports and updates. Track KPIs and maintain real-time visibility across your portfolio.
- Extract metrics from financial reports
- Track covenant compliance
- Generate portfolio performance dashboards
Currently in Private Preview.