Document Generation
Automate the creation of high-quality M&A documents using RAG-based AI technology and comprehensive data integration.
Getting Started
Learn how to start using the Document Generation feature to create AI-powered M&A documents efficiently.
The Document Generation feature combines RAG-based AI technology with comprehensive data integration to automate the creation of essential M&A documents. Configure templates, data sources, and security settings to generate high-quality documents tailored to your needs.
Features
Explore the key capabilities of our Document Generation system, from AI-powered creation to secure processing.
AI-Powered Generation
Create professional documents using advanced RAG-based AI technology.
Data Integration
Seamlessly pull data from multiple sources including Data Room and financial models.
Template Management
Customize and manage templates for LOIs, NDAs, business plans, and more.
Interactive Editing
Review and modify generated documents with an intuitive interface.
Secure Processing
SOC2 compliant document generation with encryption and access controls.
Modular Design
Extensible architecture supporting new document types and AI capabilities.
Best Practices
Follow these recommended guidelines to maximize the effectiveness of your document generation workflow.
- • Start with pre-built templates for common document types
- • Ensure all required data sources are properly configured
- • Review and validate generated documents before finalization
- • Maintain clear documentation of custom templates
- • Regularly update external data source integrations
- • Monitor audit logs for compliance and security