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Goal: map what a data room actually contains against your information request list, and get a prioritized view of every gap, without reviewing hundreds of documents by hand.

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Setup

Two inputs, both loaded into a Brain before you run the App:
  • The data room: the document set you need to assess. In the walkthrough, it’s a target’s publicly available investor relations data room.
  • Your information request list: the questions or research areas you want covered. The demo uses a 23-question information request list, but any checklist or questionnaire works.
Keep the Brain scoped to this one data room. Mixing in documents from other engagements dilutes the coverage assessment; the App should only see what the counterparty actually provided.

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How it works

1

Upload the data room

Add the full document set to a Brain. The App handles the volume. This is the labor-intensive review it automates.
2

Upload your information request list

Add the questionnaire or research-area list you want the data room measured against.
3

Run the App and review the gap analysis

When the run completes, the results open as a gap analysis dashboard organized in a pyramid structure: overall coverage first, then detail on demand.

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What you get

The output is built to drill from headline to evidence:
  • Overall coverage: how complete the data room is relative to your full information request.
  • Breakdown by dimension: coverage for each section of your request list.
  • Question-level detail. For every question: the nature of the gap, the coverage percentage, and its severity.
  • Best available answer: for each question, the strongest answer the existing documents support, so you know what you can already work with.
  • Recommended actions: a table of missing documentation to request, prioritized to improve your completion rate.
The first pass on a data room becomes a defensible artifact. You walk into the next management call with a precise, evidence-backed request list.

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Pro tips

  • Run it on day one. The earlier you know the gaps, the earlier the counterparty can fill them. Document requests are usually the long pole in a diligence timeline.
  • Check the severity calls yourself. Every gap finding traces back to the underlying documents. Review the calls on your highest-priority questions before the request list goes to the other side.
  • Re-run after each data room update. When new documents land, run the App again to track how coverage improves against the same request list.

Valuation: Trading Comps

Once the data room is complete enough, move to valuation

Creating Brains

Set up a dedicated Brain per deal for clean, scoped analysis

Using App Templates

Find, launch, and duplicate templates from the library

Sourced Answers

How every finding traces back to a source document