For private equity

Stop reopening the data room to find one number

Ask across every deal and every fund — CIMs, data rooms, LPAs, portfolio reporting — and get the figure with the page it came from. Your deal-folder filing stays put.

Start free See how it works
+ New chat
Chats
Meridian EBITDA in the QoE
Fund III fee and carry
portfolio vs plan — Q2
our stake + liq pref in Aster
capital called to date — Fund III
MFN terms across side letters
add-backs in the Meridian QoE
board deck — Delphi
reps & warranties — Aster SPA
summarize the Fund III LPA
Documents · 1,504
Portfolio Report — Q2
QoE — Meridian
LPA — Fund III
SPA — Aster
Board Deck — Delphi
Asking across your whole archive · 1,504 documents
Library
Feedback
Upload
AI7 / ∞
P

Good evening.

Ten documents or ten thousand — the answer takes the same few seconds.

Ask anything about your documents…
Answers are grounded in your documents with citations. Enter to send · Shift+Enter for a new line.
“What was EBITDA in the QoE?” is a one-sentence question. Answering it shouldn’t mean reopening the data room.

You already file by deal and fund. Keep doing that.

Nothing moves. Your deal and fund folders stay exactly where they are. DocuStrata reads what’s inside them, so “what’s the carry in Fund III” comes back with the number, not a folder to open.

Everything a deal and a fund generate, read and searchable

Drag in a PDF, a data-room export, or a scan. It reads them all the same.

CIMs & management decks
Every figure in the pitch, on demand.
Data-room diligence
Contracts, financials, and cap tables, read.
QoE & audit reports
Adjusted numbers and the add-backs behind them.
LPAs & side letters
Fees, carry, and MFNs without the re-read.
Portfolio reporting
Every company against plan, by the number.
Board decks & minutes
What was decided, by subject and date.
Purchase agreements
Reps, terms, and closing conditions on demand.
Capital calls & distributions
What’s called, what’s paid, what’s owed.

Ask it like you’d ask an associate

No keywords to guess. Every answer comes with the document behind it.

QWhat was Meridian’s EBITDA in the last QoE?
The number and the add-backs, straight from the report.
QWhat’s the fee and carry in Fund III?
Pulled from the LPA, with the section it’s in.
QHow are portfolio companies tracking against plan?
Every company, measured against the quarter’s plan.
QWhat’s our liquidation preference in Aster?
From the deal docs and the cap table, in plain terms.

How it compares

 
Folders of PDFs
Cloud drive
DocuStrata
Find a figure inside a document
Open every file
File names only
Just ask
Reads scans and phone photos
Sometimes
Searches every deal and fund at once
Keywords only
Keeps your deal-folder filing
Keeps deal data out of AI training
n/a
Varies

Deal data stays yours

Deal documents, LP terms, and portfolio financials are confidential. They don’t belong in anyone’s training data, and they never end up there. DocuStrata reads your documents to answer you and nothing else. No retention, no training.

It all stays under your account, filed the way you left it. Export or delete anytime.

Try it on one deal

Drop in a single deal’s folder and ask it something. Free to start.

Start free

DocuStrata for your business