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Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.
Classifies an uploaded CIM, extracts the key deal terms, and processes them straight into your CRM. Delivered as a structured summary, not a stack of PDF pages.
Reads a bid PDF and stages it as a draft record, extracting economics, structure, and counterparty details automatically. Nothing commits until you approve it.
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