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Open up data rooms – key data with sources

In due diligence, contracts, financial statements, permits and corporate documents sit mixed together in the data room, and the review window is tight. Excalitract assigns each document to its document type, extracts the key data per type with its source and gives your deal team a structured basis. Assessing the risks stays with your experts.

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From data room to sourced overview

From data room to sourced overview
1 / 3Data-room documents

Contracts, financial statements, permits and corporate documents – mixed, digital or scanned.

Data rooms without your structure

A data room rarely follows your review structure. Excalitract assigns each document to its document type and processes it with the matching schema – contract, financial statement or permit.

Tight review windows

Your deal team should assess, not type. Runs of up to 200 documents via folder or ZIP deliver the key data, and a cost estimate shows in advance what a run will cost.

Every finding needs a source

Whatever goes into the due diligence report must be traceable. Every extracted value leads to its page in the original via its source location – even weeks later, with revisions and an audit log.

Explained briefly

Due diligence data rooms in one minute

Data basis for the deal team

Many document types – one sourced basis

Every document type has its own schema: contracts deliver parties, terms and clause details, financial statements deliver figures, permits deliver authority and expiry. Excalitract delivers the results per document type as Excel® or JSON, with a source for every value. Which findings follow and how they affect the deal is for your team to decide.

  • One schema per document type Contract, financial statement, permit – each type with its own schema and required fields.
  • Kept confidential Tenant separation and roles, hosting in Germany, AI only via EU model routes.
  • Costs up front Before every run, you see a cost estimate.
  • Traceable Revisions and the audit log show who confirmed or corrected which value.
Data-room contract becomes a checklistDocument type, counterparty, term and a change of control clause are extracted with their sources from a framework supply agreement in the data room and transferred to the deal team’s checklist. The clause is flagged for the team to assess.Document typeFramework supply agreementCounterpartyExample Logistics LtdTerm until31 Dec 2028Change of controlClause 14.2Contract checklist · deal teamPartieswith sourceTerm and terminationwith sourcePlace of jurisdictionwith sourceChange of controlto assessClause found and sourced – your deal team makes the call.

Order in the data room

Every document is assigned to its document type and processed with the matching schema. You reject wrongly assigned documents in review instead of carrying them along.

Classifying a mixed stack of documentsA mixed stack is sorted by document type: invoices, contracts and reports each go into their own lane. A document that cannot be assigned with confidence goes into the “For review” lane instead of being guessed.InboxInvoicesSchema: InvoiceContractsSchema: ContractReportsSchema: ReportFor reviewUnsure? A human decides.Classifying a mixed stack of documentsA mixed stack is sorted by document type: invoices, contracts and reports each go into their own lane. A document that cannot be assigned with confidence goes into the “For review” lane instead of being guessed.InboxInvoicesSchema: InvoiceContractsSchema: ContractReportsSchema: ReportFor reviewUnsure? A human decides.

Findings with a source

Every key figure and every clause detail stays linked to its place in the document. Whoever writes or reviews the report checks directly against the original.

Extracting a value with its source locationIn the original document, the location of a value is highlighted. A line connects the highlight to the extracted field “Consumption 2025: 48,210 kWh”, which carries the source location page 2, line 14.Page 2Field: Consumption 202548,210 kWhSource: p. 2, line 14From value to sourceHighlighted in the originalExtracting a value with its source locationIn the original document, the location of a value is highlighted. A line connects the highlight to the extracted field “Consumption 2025: 48,210 kWh”, which carries the source location page 2, line 14.Page 2Field: Consumption 202548,210 kWhSource: p. 2, line 14From value to sourceHighlighted in the original
Typical fields

These are the values Excalitract extracts for you

Examples – you define exactly which fields are extracted in the schema.

  • Document type, title and date per document
  • Contracting parties, term and notice periods
  • Change of control and exclusivity clauses
  • Figures from financial statements, e.g. revenue and equity
  • Permits with authority, reference number and expiry
  • Shareholders, shareholdings and management

Your result

  • A structured overview of the data room, sorted by document type
  • Key data with sources as a basis for the due diligence report
  • More of the deal team’s time for assessment instead of typing
More use cases

The same principle for other document types

Contracts and legal tech Parties, terms, notice periods and amounts from contract portfolios – as a clean data foundation for legal review. Leases and property documents Parties, areas, rents, indexation and deadlines from leases – structured and backed by sources. Insurance policies and claims Policy numbers, sums insured, deductibles and claim details – captured consistently for your specialist system.

See all 13 use cases →

Demo

See Excalitract with your documents

No standard show: we prepare the demo for your documents and fields. Afterwards, you will know how Excalitract handles your document collection – and how you can measure it on a test set of your documents.

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