DealDoc AISmart Document Filing
Automated deal data room for M&A due diligence

Deal documents in. An organised data room out.

DealDoc AI reads every file, even one called Final_v3_FINAL.xlsx, works out what it is and files it with a consistent name, so your team only checks what truly needs a person.

  • Nothing is ever deleted
  • Every action audited
  • Claude API or Amazon Bedrock
Incoming filesAudited_FS_FY2024.pdfForm1120_2023.pdfMSA_AlpineHealth.docxNDA_ProjectFalcon.pdfAny name, any format: PDF, Word, Excel, scans or a whole zip.
AI reads & classifies
Audited Financial Statements97% confident → 2.0Filed as2.1.01 Audited Financial Statements Pinecrest FY2024 v1.pdfFederal Income Tax Return96% confident → 3.0Filed as3.1.01 Federal Income Tax Return Pinecrest FY2023 v1.pdfCustomer Contract · signed95% confident → 4.0Filed as4.2.01 Customer Contract Alpine Regional Health v1.docxNDA · Granite Peak Capital98% confident → 12.0Filed as12.1.01 NDA Granite Peak Capital v1.pdf
Unsure? A person reviews itData room2.0Financial3.0Tax4.0Customers and sales12.0Transaction documentsYour own folder indexFolders are configurable per firm

Every file is read, classified and filed in seconds, and every step is recorded.

How it works

  1. 01UploadDrop files or whole zips, or let the company send them through its own upload portal.
  2. 02ReadText is read from PDF, Word and Excel; scans and photos are read with OCR or AI vision.
  3. 03ClassifyAI picks the folder, document type, company, period and signatures, with a confidence score.
  4. 04File & trackConfident files are filed and named for you; anything uncertain waits for a reviewer.

Built for diligence

  • Versions, never overwrittenA newer copy becomes v2 with a diff of what changed. Older copies are archived, never deleted.
  • Duplicates caughtIdentical and re-saved copies are recognised and logged instead of filed twice.
  • People stay in controlLow-confidence files go to a review queue, and every correction guides the next upload.
  • Request list on autopilotImport the buyer's request list and see Received, Partial and Missing as files arrive.
  • Sensitive data flaggedFiles with salaries or social security numbers are marked before anything is shared.
  • Complete audit trailEvery upload, decision, download and export is recorded, and can be exported to Excel.
  • Buyer room & exportGive buyers a read-only room, or export the whole filed room as one zip.
  • Private AIRuns on the Claude API or Amazon Bedrock, so documents can stay in your AWS account.
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