AI Investment Docs uses AI to automatically parse and extract key data points from investment documents (equity rounds, SAFEs, convertible notes), eliminating the time-consuming manual process of combing through documentation.
Step One: Navigate to the company's profile and select Investments from the inner navigation bar.
Choose the company profile from the Companies tab. Then click Investments from the navigation menu.
Step Two: Click the Docs section. Then select Import.
Select Docs AI. Then click the Import button.
Step Three: Add your File and then click Extract investment data.
Choose your deal doc file and then click Extract investment data.
Step Four: Verify the Round, Transaction and Share class data and make any necessary edits. Then click Approve.
Confirm the extracted data is correct. Make any necessary edits or click re-extract to attempt the extraction again. Once the data is verified, click Approve.
Step Five: The Round, Transaction and Share class data are now available in the Investments details.
View the Rounds, Transactions and Share class data now available in the company's profile.
Let us know if you have any questions.