Find the knowledge
Find permitted evidence across a deal’s document room.
AI FOR PE/VC
Organise the evidence. Sharpen the discussion.
Bring permitted deal-room documents, research and portfolio reports into a controlled diligence and review workflow.
Solution blueprint · configure and validate with your teamDatabrew / PE/VCIllustrative demo
YOU ASK
Prepare a diligence question list from these documents, clearly distinguishing facts, assumptions and missing information.
FINDING THE CONTEXTIn progress
Reading the question
01 / 11Simulated workflow. No live data.
Illustrative workflow playing.
About this example
Maintain deal-level access and information barriers. Investment decisions and advice remain with qualified decision-makers.
A PRACTICAL STARTING POINT
Put context to work.
Three workflows to scope in your pilot. The people and evidence matter as much as the output.
Prepare the work
Prepare diligence question lists and source-backed memo drafts.
Coordinate the next step
Summarise portfolio updates and route open questions to their owners.
THE KNOWLEDGE BEHIND THE WORK
Start with sources
your team can trust.
- Permissioned deal files
- Investment research
- Portfolio updates
Agree ownership, access rules, document versions and freshness before connecting a source.
INTEGRATION STARTING POINTS
Intapp DealCloudDealCloud API · RecommendedLSEG ResearchResearch API · RecommendedBoxBox Content API · RecommendedDocusigneSignature REST API · RecommendedMicrosoft 365Microsoft Graph · Connector foundation
Recommended systems to assess—not active connections. Check each listing for its readiness, source documentation and implementation requirements.
THE HUMAN REVIEW BOUNDARY
Useful assistance.
Accountable decisions.
Maintain deal-level access and information barriers. Investment decisions and advice remain with qualified decision-makers.
Explore security and deploymentThe next chapter is yours.
What could your
people do next?
Start with one question.
Discover what becomes possible.