AI-Powered Offering Memorandum Document Extraction

Overview

The AI-powered Offering Memorandum (OM) Document Extraction feature streamlines how users process and utilize data from OM PDFs. By automating data extraction and enabling in-platform review, editing, and deal creation, this feature reduces manual entry, increases accuracy, and accelerates deal workflows.

Uploading and Processing Offering Memorandum PDFs

Description

This process allows users to upload and process OM PDFs via the Deal Extractions tab or email. The AI then extracts structured data from these documents, which users can review and convert into deals.

Step-by-Step Instructions:

1. Access the Deal Extractions Tab

   1. Navigate to the "Deal Extractions" section within the platform to view the queue of uploaded OM documents.

2. Upload OM PDFs

   1. Click the "Upload Deal" button.

   2. Drag and drop up to 5 PDF files (maximum 25 MB each), or use the email upload method by sending the PDFs to the designated inbox.

3. Wait for Processing

   1. Once uploaded, each file enters the "Processing" status while the AI extracts data from the document.

4. Begin Review

   1. After processing, the status updates to "Needs Review".

   2. Click into the record to begin reviewing extracted content.

5. Review and Edit Extracted Data

   1. Use the split-pane interface: PDF on the left, extracted data on the right.

   2. Expand each data section to review in detail.

   3. Fields with missing required data are flagged with a yellow warning icon.

   4. Fields with low confidence scores (≤90%) display the confidence percentage.

   5. Hover over data indicators to highlight the source location in the PDF.

6. Make Adjustments

   1. Edit incorrect or incomplete data fields.

   2. Use the Undo option to revert to original AI values.

   3. Exclude irrelevant objects (e.g., properties, funding sources) from the final deal.

7. Save or Complete Review

   1. Use the "Save Draft" button to save progress at any point.

   2. When all necessary edits are complete, click "Complete Review".

8. Create the Deal

   1. Status will change to "Creating Deal".

   2. Once finalized, the deal will appear on the Portfolio Deals page with a status of "Completed".

9. Export Data (Optional)

   1. Use the Excel Export feature at any time to download extracted data for offline use or sharing.

Note:

• Use the Object Exclusion option to avoid including non-relevant data in the deal.

• Save frequently to avoid losing changes.

• Always review flagged fields and low-confidence values to ensure accuracy.

Managing Advanced Review Features and Common Use Cases

Description

This section covers deeper features such as managing confidence scores, validating fields, and excluding specific data during the extraction review phase. These tools are essential for tailoring the extracted data to your business needs.

Step-by-Step Instructions:

1. Interpreting Confidence Scores

   1. Fields with a confidence score ≤90% display the exact percentage.

   2. Prioritize reviewing these fields, as they are more likely to contain errors.

2. Handling Required Fields

   1. A yellow warning icon indicates a required field is missing or invalid.

   2. Complete or correct the field before completing the review.

3. Highlighting Source Data in PDF

   1. Hover over any indicator in the data pane to highlight the corresponding section in the PDF viewer.

   2. This helps validate the accuracy of the extracted data.

4. Excluding Objects from the Deal

   1. To exclude irrelevant data (e.g., unused properties or entities), use the Object Exclusion option within the interface.

   2. Excluded data will not be carried over into the final deal record.

Note:

• This process is especially useful when reviewing complex OMs with multiple sections and entities.

• Utilize source highlighting to confidently verify AI extractions.