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SAFEs, convertible notes, equity agreements, and investment proposals arrive on a rolling basis. Manual review of each one was creating real delays in a process where speed genuinely matters.
After extraction, each document had to flow through a defined multi-stakeholder approval process, with the right people notified at the right time and a clear record of every decision made.
Investment documents contain complex legal and financial language, variable structures, and critical terms buried in dense paragraphs. The AI needed to extract the right information accurately, not approximately.
With multiple reviewers, admins, and stakeholders involved, the team needed a single source of truth where they could see every document's status, every comment, and every decision, in one place and in real time.
We built the platform around three things that had to work perfectly together: intelligent document capture, accurate AI extraction, and a self-running approval workflow. Documents come in through Microsoft Outlook, and a direct integration means nothing gets missed.
The moment a document is captured, the AI layer goes to work, reading through the content and pulling out structured investment data including key terms, instrument type, company details, and financial conditions, consistently and accurately, every time.
From there, the approval workflow takes over automatically. Stakeholders are notified by email at each stage, sign-offs are collected, and the document moves forward without anyone having to chase it.
A centralised dashboard keeps the whole picture visible: every document in the pipeline, its current status, who has reviewed it, and what decisions have been made. Role-based access means reviewers, admins, and super-admins each see exactly what they need to see.
Documents arrive from email and are captured automatically through a direct Outlook integration, with zero manual upload or filing required from the team.
The AI layer reads complex legal and financial documents and extracts structured investment data, including key terms, instrument classification, and financial conditions, accurately and consistently.
Once extracted, documents move through a defined multi-step approval process automatically, with email notifications and sign-off collected at every stage.
A real-time web portal gives the investment team a complete view of every document in the pipeline, including status, reviewer commentary, and decisions, all in one place.
Reviewers, admins, and super-admins each interact with the platform according to their role, keeping the workflow appropriately controlled without extra complexity.
Every action, decision, and annotation is captured permanently, giving the team a complete and reliable record for compliance, reference, and accountability.
Explore how the innovative AI solution (AIDA: Your AI-Powered Ally in Legal Dispute Resolution)
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