Case Study: Data Room Chatbot

Data Room Chatbot

What it is

A container where you can upload all of your diligence documents, enabling a chatbot to answer any questions you might have.

Why it helps

Allows the team to quickly find answers in PDFs, instead of digging through and reading everything at once.

Key Benefits

• Reads PDFs, Excel, Word—no formatting required
• Ask things like: “Show me all indemnity clauses” or “What vendor agreements need to be renewed?”
• Export full Q&A into clean summaries for memos
• Flags missing sections or unusual terms