AI agent for private equity and private credit
Ask questions from your data room, automatically populate your models, and find red flags in documents.
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Account
Deal Details
$380,000
Payroll
Revenue & Expenses
Documents
2023 Transactions34MB
2023 Bank Statement3MB
2023 Tax Return - Business108MB
2023 Tax Return - Carol Stone191MB
Credit Score
655
Updated 6 hours agoClient
CS
Client since 2014Carol Stone[email protected]
Query data room
Findmetherevenueforthepastyear
Data extraction
Document flagging
ConsistencyAccuracyCoherence
Document management
2023 Tax Return
2022 Tax Return
2023 Q3 Transactions
Who we serve
Private Equity
Catch red flags by scanning the whole data room before ever getting the lawyers and accountants involved.
Private Credit
Save countless hours in preparing the memo by finding relevant data from your data room in seconds.
Make faster deal decisions
We help you cut deal processing time by surfacing all the information you need in one place.
Revenue & Expenses
Deal size
$25m
Documents
2023 Transactions34MB
2023 Bank Statement3MB
2023 Tax Return - Business108MB
2023 Tax Return - Carol Stone191MB
2024 revenue
$4.8m
Client
ProseWarePrepared by Merrill Lynch
Automated Spreading
Request documents and get automated spreading on 100+ document types
Reminders
Get reminders to follow up on deals, request documents, and send important updates.
The most important metrics at a glance
Dealing hundreds of documents is time consuming. We surface the most imporant metrics so you don't have to go looking for them.
Business
Owners
Documents
Financials
$5,300,000
3 owners
Security
Security is at our core
We follow industry best practices to keep your data safe and secure
SOC 2Pending
Rigorous compliance for information security
Pen Testing
Regular security assessments by external experts
Encryption
State-of-the-art data protection at every level
24/7 Monitoring
Continuous threat detection and response
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