From first request to close
Follow one deal from the first request to a closed data room. Every ask is tracked and routed to the right person, the AI reads each document as it arrives, and your team approves each answer before any participant sees it.
FIPS 140-3 encryption · Role-based access · Full audit trail
What is the customer concentration in FY2024?
The top 10 customers were about 38% of revenue, with the largest at 9%. That is down from 44% the year before.
Sourced from a published answer, ready to share.
§01 · Walkthrough
Watch
A short guided tour of the request-centric workflow, from the first request to a closed data room. Book a live session and we will run it on your own deal, or watch the chapters below.
Book a walkthrough§02 · The workflow
Step by step
Four stages take a deal from kickoff to a fully vetted data room.
Your team approves every answer. The AI reads every document.
The deal lead configures workstreams (Financial, Legal, Commercial), invites participants, and issues structured, trackable requests to your team. Every ask is a discrete, ownable item, not a folder to hunt through.
Requests route internally to the right person: the CFO sees Finance, Legal sees Legal. Each contributor sees only their tasks, uploads documents, and marks items complete. No one wades through the whole deal room.
Nothing reaches participants until the deal lead approves it. Review each response, then approve to publish or return it with feedback. Cross-document reconciliation flags any figures that do not agree, so you catch them here, before anything is published.
Matched to a published answer
Customer concentration, FY2024, already answered for this deal.
Shared with everyone who asked
Participants pose their questions in the data room. AI request matching proposes a published answer for a person to confirm, and one confirmation shares it with everyone who asked. Anything new routes back to your team as a fresh request, and the deal keeps moving toward close.
§03 · Questions
FAQ
Minutes. Start from a request-list template for your deal type, invite your team, and you are live. Most teams run their first deal the same day they onboard.
Not for basic responses. Contributors can reply to requests directly from email, Slack, or Teams. Full account access unlocks the web app when they want the complete view.
AI proposes a match between a participant's question and an existing published answer, with a confidence score. A person always confirms before anything is broadcast; nothing goes out automatically. Your deal data never trains AI models.
Yes. Access is role-based and automatic. Each participant sees only their workstream and tasks. Participants see only published answers; internal routing stays invisible to external parties.
Access is revoked immediately on close, while the complete audit trail and record set are retained for compliance. You control retention and export.
FIPS 140-3 validated cryptography, per-deal encryption keys, dynamic watermarks on every document, and a complete audit trail. See the Security page for the full breakdown.
Book a 30-minute walkthrough, or start a free trial and run a real request list today.