Our AI understands context and extracts relevant information from documents, regardless of format or structure.
Seamlessly push extracted data to your CRM, databases, or other systems of record.
Transform raw document data into actionable insights with powerful analytics and search capabilities.
Chat with your documents and structured data. Ask complex questions and get intelligent insights from your document repository.
Use Cases
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
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
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
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