Read every document.
Extract what matters.

Your team spends hours pulling data from CIMs, contracts, and financials into spreadsheets. PipeDoc does it in seconds.

The difference

Your documents have the answers.
They just need to be extracted.

CIM_ProjectDune.pdf

Teaser_ProjectCrest.pdf

Teaser_ProjectBeacon.pdf

Teaser_ProjectAlpha.pdf

Confidential Information Memorandum

The Company generated revenue of $18.3M in FY2024, up from $14.1M in FY2022, representing a 14% CAGR over the period. Gross margins remained stable at approximately 52%.

Adjusted EBITDA grew from $2.8M to $4.1M (22.4% margin). Adjustments include $340K in one-time legal fees and $180K in owner compensation normalization...

The Company provides managed IT services and cybersecurity solutions to mid-market healthcare and financial services clients across the Southeast...

4 documents

Extracted Data

Synced to CRM

Company	Industry	FY25 Rev	FY25 Adj. EBITDA	Gross Margin %	Referral
Project Alpha	Managed IT	$18.3M	$4.1M	52.1%	Apex Partners
Project Beacon	Specialty Chem	$87.2M	$11.4M	38.7%	Blue River Cap
Project Crest	HVAC Services	$6.1M	$1.8M	61.2%	Meridian Group
Project Dune	Env. Services	$42.9M	$3.7M	44.3%	Summit Advisors

Custom schemas per document type. Every field mapped to your data model. Review, edit, and sync.

How it works

Upload

Drop in PDFs, Word docs, Excel files, emails, or Outlook messages. Any format, any structure.

Extract

AI reads your documents and extracts structured data into schemas built for your business.

Analyze

Search across documents, chat with your data, sync to your CRM, or connect via MCP.

Capabilities

Smart Extraction

Multi-step AI extraction with custom schemas per document type. Financial metrics, deal terms, contract clauses — all structured automatically.

AI Research Agent

Chat with your entire document library. Ask complex questions, generate charts, run Python analysis, and get answers grounded in your data.

Semantic Search

Vector search across every page of every document. Find what you need by meaning, not just keywords.

CRM Sync

Push extracted data directly to Salesforce, DealCloud, or your system of record. No manual entry.

MCP Integration

Your data, in every AI tool.

PipeDoc exposes a remote MCP server so you can access your documents from ChatGPT, Claude, Cursor, or any MCP-compatible client. Search documents, pull extractions, and upload files from your AI workflow.

Works with

ChatGPT

Claude

Cursor

search_documents — semantic search across your library

get_extracted_data — bulk or single-file extraction retrieval

upload_file — upload and process documents

+ 5 more tools

// claude settings.json

{
  "mcpServers": {
    "pipedoc": {
      "type": "url",
      "url": "https://www.pipedoc.ai/mcp"
    }
  }
}

Works with Claude Desktop, Claude Code, and any MCP client. OAuth authentication handles permissions automatically.

Use cases

Deal Flow

Extract financial metrics from CIMs and teasers. Standardize deal data across your pipeline and sync to your CRM automatically.

CIMsTeasersSalesforce Sync

Contract Analysis

Pull key terms, obligations, and risk flags from NDAs, MSAs, and purchase agreements in minutes.

NDAsMSAsSOWs

Portfolio Monitoring

Process portfolio company financials. Track KPIs, covenant compliance, and performance trends across your investments.

FinancialsKPIsCovenants

Invoice & AP Automation

Extract vendor details, line items, and payment terms. Reduce manual entry and accelerate accounts payable.

InvoicesLine ItemsVendors

Read every document.Extract what matters.

Your documents have the answers.They just need to be extracted.