Deal diligence
Accelerate preliminary and confirmatory diligence by centralizing deal documents and using agents to extract key findings.
- Upload CIMs, financial statements, and public filings into a project.
- Run a report agent to generate an initial assessment with cited findings.
- Add data room documents for confirmatory diligence and use tables to extract and compare specific data points.
- Export reports and tables for inclusion in internal memos.
Tag documents by category (financials, legal, commercial) and use quick prompts to standardize your diligence questions across deals.
Portfolio monitoring
Track portfolio companies by keeping their filings, transcripts, and events in dedicated projects.
- Create a project per portfolio company or group.
- Add SEC filings, earnings transcripts, and company events as sources.
- Use chat and agents to analyze trends across filings, compare quarterly results, and generate reports for stakeholders.
- Set up recurring workflows with quick prompts to standardize your quarterly review process.
Use grids to compare key metrics across multiple portfolio companies in a single matrix.
Data extraction
Pull structured data from unstructured documents into tables and spreadsheets.
- Request a table from a chat to extract specific data points across multiple documents.
- Use the spreadsheet agent for more complex workbook outputs with multiple sheets.
- Export extracted data as Excel files for further analysis — single tables export individually, or use Export all for a combined workbook.
Combine data extraction with chart generation to visualize trends directly from your source documents.