Read the CIM once. Let the add-in read it a second time.
Doc Triage ranks data-room documents by relevance. Deal Documents extracts the financial claims, KPIs and caveats from a CIM or transcript. Management Questions turns gaps between the documents and the numbers into a question list, logged and tracked.
Data rooms have hundreds of files. The information you need is in twelve of them, and the questions you should ask are in the gaps between what management said and what the TB shows.
- Ranked document list with relevance notes
- Extracted claims table with source page
- Management question list with references
- Deal Brief summary page
How it works
- Point Doc Triage at a folder of PDFs; it ranks them for FDD relevance.
- Run Deal Documents on the CIM or a call transcript to extract claims and figures.
- Generate Management Questions from any schedule; each question cites the figure that prompted it.
- Track questions in the MQ log until answered.
Questions about deal document analysis
Is document content sent to the cloud?
Yes, to the ZAF backend for analysis. Use Data Masking first if the engagement requires it, and see the security page for details.
Related
- Quality of Earnings — Normalise EBITDA and trace every adjustment to source, inside the databook.
- FDD commentary & export — Commentary beside the schedule, partner-grade rewrite, export to Word and PowerPoint.
- PDF & image to Excel — Financial statements from scanned PDFs and images into clean tables.
- Financial due diligence checklist — template
- ZAF Tools vs DataSnipper
See it on your own trial balance
Book a 30-minute live demo on your own trial balance, or request a trial for your team.