OpenDataRoomA useful next step
Deals, advisers and investment decisions
Explore deals, advisers and investment decisions: practical document packs, source checks, fictional examples and controlled AI access.
Choose your task
Virtual data room vs an MCP file pack: which do you need?
Use your AI to identify which documents to export for an AI review alongside the existing VDR.
Multi-family offices: client reporting packs with separate connections per family
Use your AI to prepare separate client reporting scopes for different families.
Circulating a deal to a family-office network: one pack, many verified recipients, separate records
Use your AI to prepare one approved deal brief with separate named recipient invitations.
'Deal bundler': what we mean, and what this service is not
Use your AI to create a source-owner and permission index for an assembled deal pack.
Quality of earnings questions: management's answers tied to the bridge
Use your AI to explain proposed earnings adjustments and their acceptance status.
Corporate venture units: brief the parent's committee without the startup's full room
Use your AI to draft a corporate venture committee brief with source and claim boundaries.
Year-end audit request list: a pack the auditor's AI can search
Use your AI to map an auditor's request list to available source documents.
Legal due diligence summary: the index, the red flags note and the originals you chose
Use your AI to trace a legal diligence summary to supplied clauses and missing schedules.
Wealth advisers: share a client's proposal pack with the client's own AI
Use your AI to explain an approved client proposal without disclosing the full client file.
Write an investment memo evidence appendix that can be checked
Use your AI to prepare an evidence appendix for an investment committee memo.
Keep an acquisition diligence request closure register
Use your AI to check which acquisition diligence requests have supporting evidence and which remain open.
Prepare revenue-concentration evidence for acquisition review
Use your AI to explain customer concentration in a prospective acquisition.
Prepare counterevidence beside an investment thesis
Use your AI to place contrary evidence beside an investment thesis.
Explain source dates in a family-office direct-deal review
Use your AI to identify stale sources in a family-office direct-deal review.
Trace a co-investment lead memo to underlying sources
Use your AI to trace a co-investment lead's memo back to the underlying company evidence.
Consolidate syndicate member questions without copying private chats
Use your AI to consolidate voluntarily supplied syndicate questions into a source-linked Q&A.
Prepare a client-scope matrix for a multi-family-office review
Use your AI to map family-specific document permissions before a shared advisory review.
Record permission for a family-office network introduction
Use your AI to check the approved recipients and document permissions for a network introduction.
Handover co-investment allocation assumptions as a written note
Use your AI to explain co-investment allocation assumptions separately from agreed allocations.
Build a consent index for permitted deal-material aggregation
Use your AI to check source-owner permission for every item in an assembled deal pack.
Explain working-capital source assumptions in an acquisition pack
Use your AI to explain working-capital assumptions in an acquisition review.
Map a quality-of-earnings report to original schedules
Use your AI to trace quality-of-earnings adjustments back to the original schedules.
Keep an acquisition debt-term evidence register
Use your AI to compare indicative and agreed acquisition financing terms.
Prepare a seller-transition responsibility evidence matrix
Use your AI to identify which seller transition responsibilities are agreed and which are proposals.
Handover independent-sponsor deal conditions with sources
Use your AI to explain an independent sponsor's unresolved funding conditions.
Explain a supplied buyout downside scenario with source references
Use your AI to explain the supplied downside assumptions in a buyout model.
Preserve dissenting source evidence beside an IC paper
Use your AI to preserve dissenting evidence alongside an IC recommendation.
Explain activity after a secondaries NAV cut-off
Use your AI to explain cash activity after the NAV date in a secondaries review.
Index unfunded-obligation evidence for a secondaries review
Use your AI to index outstanding funding obligations in a proposed secondary purchase.
Keep a secondaries transfer-condition source register
Use your AI to identify outstanding conditions in a proposed fund-interest transfer.
Examples use invented documents and figures. Your files, access permissions and choice of AI remain yours.
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