The First Intelligent DataRoom for Investors & Lenders
Whether you underwrite £1M loans or £100M equity deals, your decision process runs on documents. DataInventa turns your DataRoom into an intelligent, self-organizing system — powered by agents.
Smart DataRoom
Automated document collection and organization
Intelligent validation and inconsistency detection
Key financial metrics extraction (EBITDA, covenants, KPIs)
Comprehensive risk analysis and red flag reports
Audit-ready record maintenance for compliance
A Fully Automated DataRoom for Lenders and Investors
Built with AI agents that transform your document management and analysis workflow
Document Collection
Automatically collect and organize documents from founders, brokers, and CFOs with intelligent categorization and tagging.
Validation & Verification
Validate documents for completeness and flag missing or inconsistent files, ensuring data integrity throughout the process.
Metrics Extraction
Extract key financial metrics including EBITDA, covenants, KPIs, and ownership structures from complex documents.
Risk Analysis
Generate comprehensive red flag reports and risk summaries to highlight potential issues before they become problems.
Audit-Ready Records
Maintain detailed, audit-ready records for downstream teams, ensuring compliance and transparency throughout the process.
Intelligent Organization
Self-organizing system that categorizes and structures documents based on content, making information retrieval effortless.
Designed for Financial Decision-Makers
Our Smart DataRoom solution is tailored for various financial institutions and investment firms
Private Equity
Streamline due diligence processes and quickly identify key metrics and risk factors in potential investments.
Learn moreVenture Debt
Analyze startup financials and growth metrics to make informed lending decisions with comprehensive risk assessment.
Learn moreStructured Credit
Evaluate complex financial structures and covenant compliance with automated document analysis and verification.
Learn moreGrowth Capital
Identify high-growth opportunities by analyzing historical performance and projections with intelligent document processing.
Learn moreSME Lenders
Accelerate small business loan processing by automating document collection and financial analysis for faster decisions.
Learn moreInvestment Banks
Enhance deal flow management with intelligent document organization and analysis for M&A and capital raising activities.
Learn moreSee the Platform in Action
Explore how our Smart DataRoom transforms document management and analysis for financial institutions
Intelligent Document Collection
Our AI agents automatically collect and organize documents from various sources, including emails, cloud storage, and direct uploads.
- Automated document requests to stakeholders
- Smart categorization based on document content
- Secure document storage with version control
- Automated follow-ups for missing documents
Transform Your Investment Decision Process with Smart DataRoom
Join leading financial institutions that have accelerated their document analysis and decision-making processes with our intelligent DataRoom solution.