AI document review for the whole data room
I take the heavy lifting out of due diligence. I read every document in the data room, keep track of what’s missing and write the report in your firm’s format, with every figure traced to its source.
- You send
- Access to the data room
- You get back
- A report in your firm’s format, with every figure traced to its source
Illustrative example. People and documents are fictional.
What can I review?
Any data room or folder, on Datasite, Egnyte, Google Drive or wherever the documents live. I can also pull in a whole client file and map what’s in it, so a folder of filenames becomes something you can navigate.
What do you get back?
A due diligence report in your own format, organised by workstream, with each finding traced to the document it came from and each risk rated to your scheme. It stays live: as the data room fills and the seller answers, the report updates. Long documents get their own one-page summaries.
What does the review cover?
Every document, sorted and read: labelled by type and subject, with reviewers assigned and new uploads picked up as they land.
The gaps: what should be in the data room and isn’t, plus the questions to send back to the seller.
How does AI document review work?
- Give me access A link to the data room, or the folder itself.
- I review everything To your scope, with nothing skipped and new uploads tracked.
- You get the report Issues first, then the full schedule, updated as the deal moves.
Can you check the companies behind the documents?
Yes. I run company and property checks on every counterparty in the data room, so ownership and filings line up with what the contracts say.
What’s in the report?
Questions people ask
Yes. I answer due diligence questionnaires from your records and past responses, and on a deal I keep the other side’s question list in order: who is answering each question, what has gone back and what still needs a follow-up.
Every document is indexed and read in full, so the report covers the whole data room, not a sample.
Yes. Every point in the report links to the document and page it came from.
Yes. I write it in your format and rate each risk to your own scheme, so it slots straight into how your team works.