Drop in a deal. Get back a sourced analyst memo in 60 seconds.
Co-Pilot reads a 200-page CIM, extracts KPIs, flags red flags, matches precedent against your fund’s prior deals, and drafts a PE, VC, Credit, or M&A memo. Every claim links back to the page it came from.
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
Six Anthropic agents working in parallel. 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
Six agents run the first pass
Extract pulls KPIs. Risk flags litigation, covenant, and revenue-recognition anomalies. Precedent matches against your firm’s prior deals using voyage-3-large embeddings. 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
Voyage-3-large semantic search across your fund’s historical deals. “Where have we seen this before” answered against your own portfolio, not the public web.
Memo, drafted
PE, VC, Credit, and M&A templates. 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. Co-Pilot is included on the Analyst tier and above. Cancel from the dashboard at any time.