The capabilities every platform inherits
Parsing, extraction, data structuring, monitoring, diligence, and audit. Every platform shares the same foundation and is shaped around the firm that uses it.
Document Parsing
Read any deal document and turn it into structured data. Each platform points the parser at the file types its seat works with.
Key Features
- File ingestion
- Layout detection
- Table extraction
- Source linking
Financial Extraction
Pull figures, line items, and key terms out of source files automatically, with the numbers traced back to the page.
Key Features
- Figure extraction
- Line item mapping
- Key term capture
- Page traceability
Deal Data Structuring
Organize parsed and extracted data into one consistent deal record that every platform reads through its own workflow.
Key Features
- Unified deal record
- Field normalization
- Stage tracking
- Real-time updates
Monitoring Infrastructure
Track changes, thresholds, and activity over time. Each platform sets the signals that matter for its buyer type.
Key Features
- Threshold alerts
- Change tracking
- Activity feeds
- Custom signals
Diligence Engine
Upload files and let the platform surface risks, gaps, and key terms automatically. Collaborate and resolve issues directly.
Key Features
- Document upload
- Automated analysis
- Risk surfacing
- Issue resolution
Audit Trails
Every update is logged automatically. Changes, approvals, and access are fully traceable and audit-ready across every platform.
Key Features
- Activity logging
- Change tracking
- Compliance reports
- Access history
How the capabilities stack per firm
Every platform inherits all six capabilities, but no two firms lean on them the same way. The stack is the same underneath. What changes is which parts sit in the foreground and how they are framed for the seat using them.
A private equity platform leans hard on monitoring and structured deal data to carry a portfolio from acquisition to exit. An intermediary running a sell-side process leans on parsing and data structuring to spin up materials for many buyers at once. A wealth manager leans on extraction and plain summaries for client reviews.
Because the capabilities share one deal record and one audit trail, a deal can move between them without being rebuilt. See how they come together on the product page, or which platform fits your firm on the platforms page.
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