The only data room that drafts a cited IC memo — and matches it against your own past deals.
One product, one interface, one permission model, one audit trail — at a public price. Not synced into a second AI platform and exported to PowerPoint. Co-Pilot reads a 200-page CIM, extracts KPIs, flags red flags, and drafts a PE, VC, Credit, or M&A memo. Every claim links back to the page it came from.
Every permissioned deal-team member can run Co-Pilot today — not admins only.
Revenue grew 38% YoY driven by enterprise expansion[doc:cim p.12], though net retention dropped to 104%[doc:cim p.34].
Every claim in every Co-Pilot memo
First-pass diligence, automated
Four specialized agents working in sequence — inside the room, under the same permission model and audit trail as the documents themselves. Built for the analyst on the other side of the deal.
- 01
Drop in the deal
Upload a CIM, pitch deck, or annual report — or pull from Datasite, Intralinks, Firmex, or iDeals. PDF, DOCX, or scanned. Co-Pilot handles a 2,000-page room in 90 minutes.
- 02
Four agents run the first pass
ExtractAgent pulls KPIs. Risk analysis flags litigation, covenant, and revenue-recognition anomalies. CitationAgent verifies every claim. MemoAgent drafts the IC memo. Every claim is cited.
- 03
Read an IC-ready memo
Get a draft PE, VC, Credit, or M&A memo with linked citations next to every number. Edit inline. Export to Word. Bring it to Monday’s partner meeting.
What it returns
Four artifacts. Every one cited.
No hallucinated KPIs. No untraceable claims. Every number in the memo traces back to a page in the source document.
Risks, sourced
Top-5 red flags per deal — litigation exposure, covenant language, revenue-recognition anomalies, customer concentration. Each linked to the page it came from.
KPIs, extracted
Revenue, gross margin, net retention, EBITDA, cash burn — pulled into a structured table from any CIM or 10-K. Benchmarked at 95%+ accuracy on real deal documents.
Precedent, matched
Co-Pilot matches each deal against your firm’s own prior deals automatically — they already live here. No uploading your history into a separate terms database. “Where have we seen this before,” answered from your portfolio.
Memo, drafted
PE, VC, Credit, and M&A templates, drafted inside the room — no VDR ships this natively. Every paragraph cites the document and page it was drawn from. No hallucinated KPIs. No untraceable claims.
Four memo templates, tuned per asset class
Each template emphasizes the diligence patterns specific to its asset class. Switch templates per deal — Co-Pilot reuses the same extracted facts.
- PE
Private equity
EBITDA quality, covenant headroom, customer concentration, management depth.
- VC
Venture
Net retention, burn multiple, market sizing, founder track record.
- Credit
Private credit
Free-cash-flow coverage, covenant analysis, security position, refinancing risk.
- M&A
M&A advisory
Strategic fit, integration risks, synergy validation, regulatory exposure.
“We screen twenty decks a week. Co-Pilot handles the first pass on every one — KPIs pulled, red flags flagged, comps surfaced. The judgment calls are still ours; the page-turning is not.”
VP, mid-market private equity fund — composite quote based on early user feedback. Named case studies pending written approval.
Security
Deal documents are some of the most sensitive files in finance
Here is exactly how we protect them — and what we have not yet certified.
SOC 2 Type II
In progress — target Q3 2026. Type I report available on request.
AES-256 at rest
Documents encrypted at rest and in transit. Per-org keys. RLS on every row.
EU data residency
EU-hosted Postgres + Vercel functions available for Enterprise customers.
99.9% uptime
Vercel-hosted edge + Supabase Postgres. Public status page at status.dataroomsnap.com.
Try Co-Pilot on a real deal
Free trial, no sales call, and every price is public. Co-Pilot is included on the Analyst tier and above. Cancel from the dashboard at any time.