AI-powered due diligence for finance and legal teams
Process data rooms faster, extract key information from complex document sets, and produce investment-grade diligence materials with full traceability.
How it works
Upload your data room files
Upload CIMs, financial statements, legal agreements, and supplemental materials directly into Novis. No connector required — Novis reads every document and holds all of it in context.
Extract and surface risks
Ask questions across the full document set, extract key terms with Tables, and surface red flags with citations linking directly to the source.
Produce your materials
Build IC memos in Word, financial schedules in Excel, and board presentations in PowerPoint, all from the analysis already in the platform.
What Novis brings to due diligence
| Multi-document analysis | Reads and cross-references the entire data room in one conversation, with every answer citing the exact document, page, and clause. |
|---|---|
| Novis Tables | Extracts specific terms, metrics, and provisions across every document in the room, producing a structured comparison table with cited cells. |
| Risk and flag identification | Surfaces covenant breaches, undisclosed liabilities, unusual representations, and red flags with direct references to the source material. |
| Native Excel editing | Builds financial schedules, model inputs, and data tables directly in Novis Workspace with AI assistance for structure and formulas. |
| Native Word and PowerPoint | Drafts IC memos, deal summaries, and board presentations natively using the analysis already structured in the conversation. |
| Reusable deal frameworks | Saves diligence question sets, extraction templates, and deal playbooks so each new transaction starts with a consistent baseline. |
Handling large data rooms without information loss
The typical diligence problem is not just volume but prioritization: important disclosures are buried in exhibits and supplemental schedules that rarely get fully read under deal timelines. Upload your data room files directly into Novis — no SharePoint or VDR connector needed — and ask questions across the full set, so your team can interrogate material they would otherwise have to skim.
Structured extraction for legal and financial review
Tables makes it possible to run the same extraction query across every document simultaneously. For legal diligence, that might mean pulling every material contract clause or disclosure exception. For financial diligence, it means extracting revenue metrics, capex figures, or covenant terms from every exhibit in a consistent, cited format.
From findings to IC-ready materials in one platform
Analysts typically switch between the data room, a notes doc, and PowerPoint or Word to produce the final IC memo. In Novis, the analysis and the document are in the same workspace. The IC memo, financial schedule, and board deck are drafted using the findings already in the conversation, cutting the compilation step significantly.
Who uses Novis for due diligence
PE and venture capital
Screen deals faster, extract financial and legal risks from data rooms at scale, and produce IC memos and deal summaries that reflect the full document set.
Law firms
Run legal diligence across data room document sets, extract material contract clauses and disclosure exceptions, and produce cited issue lists and memos for transaction teams.
Investment banking
Produce buy-side and sell-side materials faster by analyzing target company documents, drafting information memoranda, and building deal materials natively.
Corporate development
Process acquisition target materials, structure investment theses, and produce board-ready acquisition analyses without the manual compilation burden.
Common questions
Questions about using Novis for due diligence.
Start with Novis.Pay only for what you use.
- Works with GPT, Claude, Gemini, Grok, and more
- Novis Tables for bulk document extraction
- Native Word, PowerPoint, and Excel editing
- Meeting transcription included
- EU and US data residency available
- From $25/mo individual · Team from $100/mo · Unlimited seats