Data room assistant

-70% time on the first read

A mid-market deal data room commonly holds 500 to 5,000 documents, several thousand pages, and the due diligence cycle runs for 4 to 8 weeks with a peak of requests in weeks 2 and 3. Short of time, teams sample and review 5 to 10% of the documents, betting on those reputed to be sensitive. Issues lodged elsewhere surface late, sometimes after the letter of intent, when renegotiation costs the most.

The automated workflow

A structured process for fast, reliable results.

Data room ingestion

Every document is loaded, whatever its format, keeping the data room's folder structure and original pagination.

Questions in plain language

The team queries the data room as it would ask an analyst: off-balance-sheet commitments, change-of-control clauses, customer concentration, pending litigation.

Answers sourced to the page

Every answer cites the document and page it comes from, so it can be checked in one click and used as is in the due diligence note.

Red flag report

Every document is scanned systematically against your due diligence grid, with a ranked list of issues to investigate and missing documents.

Tangible results

100%

Documents covered instead of a sample

-70%

Time from data room opening to first conclusions

48 h

For a first red flag report

Up and running in 3 to 5 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Data room assistant

Every answer links to the source document and the exact page. That traceability is what makes it usable in due diligence: the team keeps control of verification and cites its sources in the note to the committee.

It prepares their work. The exhaustive first read and the list of issues to investigate arrive before the advisers start, so they focus their hours on the points that matter rather than on bulk reading.

Processing takes place in a dedicated environment hosted in Europe, ring-fenced by deal, with an access log and deletion of the data when the deal closes. Your documents are never used to train a model.

New documents are added as they arrive and the red flag report is updated, which matters particularly in the confirmatory phase, when level 2 documents arrive after the letter of intent.

More workflows: Due Diligence & Committee

AI potential quantified before closing

AI maturity due diligence on a target

AI maturity is becoming a valuation variable. In its “2026 Private Equity AI Radar” (May 2026), FTI Consulting finds that only 7% of funds have taken AI to enterprise scale in their portfolio companies. Conventional technical due diligence describes the systems in place and leaves two questions open: can the target capture this value, and is its market at risk of being reshaped by AI-native competitors during the holding period?

3 weeks

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-70% time on the first draft

Investment committee memo

An investment committee memo runs to 15 to 40 pages and draws on the information memorandum, advisers' reports, the financial model, market research and minutes of meetings with management. Preparing it takes 20 to 40 analyst hours per deal, 60 to 70% of them spent gathering and structuring material before the first line is written. For a fund working on several deals in parallel, that assembly becomes the limiting factor on the pace of investment.

4 to 6 weeks

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See all workflows: Due Diligence & Committee