Projects
Ingest data rooms, work through deal requests alongside your deal team, and run full processes end to end in Finoco.
Illustrative data
A deal lives in a data room, an inbox and a dozen spreadsheets.
Context gets lost between the documents, the open questions and the drafts. Projects keeps them together, so the deal team works from one record from first look to committee.
From data room to committee
- Step 01
Ingest the data room
Upload the data room in any common format, scans included. Finoco reads every file.
- Step 02
Index and search
Documents are indexed for search by meaning and by keyword, ready for questions.
- Step 03
Work it as a team
Log risks, comment on a page, slide or cell, and bring colleagues in with a mention.
- Step 04
Take it to committee
Move the deal from screening to IC memo, and fill your own memo template from the work done.
What Projects does
Data rooms in, structure out
Drop in a data room and get an indexed, searchable deal workspace.
One place for the deal team
Requests, questions and drafts stay with the deal they belong to.
End to end
Run the process from first look to credit committee without leaving the project.
Ask the data room
Ask a question in plain language and get an answer that cites the document and page.
A risk register per deal
Log each risk with its severity and status, from open to flagged to committee.
IC notes in your template
Fill your own Word or PDF memo template from the deal’s documents and analysis.
Answers with the clause attached
Projects reads every file in the data room and answers questions with the document and clause behind them. The deal team sees what is indexed, what is still coming in, and what each answer rests on.
- Any common format, scans included
- Answers cite the clause or page
- Comments pinned to the page, slide or cell
The term loan and the revolver. Both let lenders cancel on a change of control.
Illustrative data
Where Projects helps
Asset classes
One platform, one record
Projects runs inside the permissions and policies your firm sets, and every document, comment and answer stays on record.