Diligence Co-Pilot
Drop in a deal. Get back a sourced analyst memo — risks, KPIs, and precedent matches, every claim traceable to the page it came from.
- Step 01
Drop the docs
Upload a CIM, 10-K, or pull from Datasite. PDF, DOCX, scanned. A 2,000-page room ingests in 90 minutes.
- Step 02
Co-Pilot reads
Six agents extract KPIs, flag risks, and match precedent against your firm’s prior deals. Every claim cited.
- Step 03
Sourced memo
Read a draft PE, VC, Credit, or M&A memo with linked citations next to every number. Export to Word.
Watch AI Analyze a Deal in Real Time
This is what happens when you upload a document to DataRoom Snap.
Quantum Analytics
ARR
$12M
NRR
140%
Gross Margin
68%
Burn Multiple
1.2x
Margin Compression Detected
Gross margin declined from 75% to 68% over 3 quarters
AI EXECUTIVE SUMMARY
Everything You Need. Nothing You Don't.
Enterprise-grade analysis without the enterprise price tag or 4-week onboarding.
AI Document Analysis
Extract 50+ KPIs from any pitch deck, CIM, or 10-K in under 90 seconds.
Live Market Data
Real-time public market comps, sector benchmarks, and valuation multiples.
Bloomberg Integration
Pull Bloomberg terminal data directly into your analysis workflow.
Deal Scoring Engine
Proprietary 0-100 score synthesizing financials, market fit, and risk factors.
Export & Share
IC-ready memos in PDF or DOCX. One-click share with your deal team.
Enterprise Security
SOC 2 Type II (in progress). End-to-end encryption. Your data never trains AI.
Three Steps. Ninety Seconds.
From raw document to analyst-ready memo, faster than you can brew coffee.
Upload
Drop any pitch deck, 10-K, CIM, or financial model. PDF, PPTX, DOCX supported.
AI Analyzes
Our models extract KPIs, detect red flags, benchmark comps, and draft your memo.
Get Insights
Download your analyst memo, share with your team, or export to your deal pipeline.
Why Teams Switch from Enterprise Platforms
Legacy platforms require VDR integrations, 6-figure contracts, and weeks of onboarding.
What Analysts Say
Trusted by analysts at the world's leading investment firms.
“We evaluated enterprise DD platforms at $150K+/year. DataRoom Snap gives us 90% of the functionality at a fraction of the cost — live in 5 minutes, not 5 weeks.”
Rachel Kim
Partner, Summit Ventures
“The red flag detection caught a revenue recognition issue in a CIM that our team initially missed. That alone justified the annual subscription.”
James Whitfield
Director, Meridian Capital
“I screen 15-20 deals a week. Before DataRoom Snap, initial analysis took 6-8 hours per deal. Now it takes 90 seconds and I focus on what matters.”
Priya Patel
Senior Analyst, Apex Partners
Real Results from Real Funds
See how PE, VC, and growth equity firms are transforming their deal flow.

Series B SaaS Evaluation
Challenge
4-person deal team reviewing 200+ inbound CIMs per quarter, each taking 3-4 hours of analyst time.
Solution
DataRoom Snap automated initial screening and KPI extraction across all inbound deal flow.
Results
- Review time: 3.5 hours to 90 seconds per deal (97% reduction)
- Team capacity: 50 to 200+ deals/quarter reviewed
- Red flag detection: Caught revenue recognition issue missed in manual review
- Pipeline conversion: 12% improvement in IC pass rate due to better screening

PE Platform Add-On Diligence
Challenge
Evaluating 15 bolt-on acquisitions simultaneously, each with 50+ page CIMs and overlapping financials.
Solution
Batch upload with cross-document contradiction detection across all target materials.
Results
- Diligence cycle: 3 weeks to 5 days for initial analysis
- Found 3 material contradictions across target financials
- Saved $180K in external advisor fees per deal
- Closed 2 additional add-ons per year due to freed capacity

VC Fund Operations
Challenge
2 partners drowning in pitch decks, missing promising deals buried in a backlog of 300+ inbound per month.
Solution
AI scoring plus pipeline kanban for systematic deal flow management and prioritization.
Results
- Pitch deck review: 45 minutes to 90 seconds per deck
- Deal flow coverage: 3x more decks reviewed per week
- Portfolio quality: Average portfolio company score improved by 15 points
- LP reporting: Auto-generated memos saved 8 hours/week
Note: All case studies are anonymized to protect fund confidentiality.
