Parse Structure
Professional-grade document comparison that reveals structural changes and market evolution.
Summaries That
Actually Summarize
Generic deal summaries tell you what everyone already knows. Our AI-driven summaries focus on the specific topics your team actually analyzes—Discount Obligations, Discretionary Sales, Eligibility Criteria, whatever drives your investment decisions.
Build each summary from analyst-verified data, defined terms with potential synonyms, extracted paragraphs, or entire sections. Get the same focused review every time, whether you're evaluating a new issue or preparing for a BWIC. No more endless Ctrl+F sessions that leave your eyes burning.
Stips That Work
With Your Workflow
Different teams need different answers from the same documents. Your new issue review looks nothing like your BWIC prep, and your US focus differs from your EU research.
Our Checklists let you create custom document review Q&As, compliance checklists, and topical summaries that match how your team actually works.
Share these frameworks within your organization. Train new team members on your "art of doc review." Transform ad-hoc evaluation into a repeatable, standardized process.
Clippings That
Preserve Context
The best research combines specific language with broader document structure. Our clipping system lets you extract key paragraphs and sections while maintaining their connection to the full deal context.
Whether you're building comparative evaluations across multiple deals or preserving critical language for later reference, every clipping stays linked to its source and related topics. Research that builds on itself, not just random excerpts.