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Doc and Tell
Private Equity & M&A

Document Intelligence for M&A Due Diligence and Private Equity

Cut data room review time from weeks to days. Upload 10,000+ deal documents and get cited answers across every folder — from representations and warranties to MAC provisions and closing conditions.

The Problem

10,000+

documents per data room

in a typical middle-market M&A deal — financial statements, contracts, IP schedules, environmental reports, and regulatory filings that associates must review in 3-4 weeks

200hrs

per associate per deal

spent on document review in a typical M&A transaction, representing the largest time cost in the due diligence process

$2.4B

in M&A deal losses

attributed annually to due diligence failures — missed representations, undisclosed liabilities, and overlooked material contracts

How Doc and Tell Helps

Data Room Cross-Document Analysis

Upload an entire M&A data room and ask questions across all documents simultaneously. "What indemnification caps appear across all vendor contracts?" — answered with citations from every relevant document.

Rep and Warranty Extraction

Automatically extract and summarize all representations and warranties, conditions precedent, and MAC provisions from purchase agreements and related transaction documents.

Material Contract Review

Identify change-of-control provisions, assignment restrictions, and termination rights buried in customer contracts, supplier agreements, and licenses — the clauses that affect deal structure.

Investment Committee Ready

Export cited summaries and risk flags directly into IC memos and deal review packages. Every finding links to the exact data room document and page.

Free Tools for Private Equity & M&A

Frequently Asked Questions

How does Doc and Tell handle large M&A data rooms with thousands of documents?
Doc and Tell processes documents in parallel and indexes them into a searchable collection. A 500-document data room typically finishes indexing in 30-60 minutes. You can then ask questions across the entire room — "Are there any change-of-control provisions across all contracts?" — and receive cited answers from each relevant document.
Can Doc and Tell identify MAC clause variations across multiple agreements?
Yes. Upload the purchase agreement and all material contracts into a collection, then ask "What MAC or material adverse change provisions appear across these documents?" Doc and Tell extracts every instance with the exact section citation, enabling rapid cross-document comparison.
How do deal teams collaborate on data room review?
Create a deal workspace and invite associates, counsel, and advisors with role-based access. Each team member can query the same data room collection, ask targeted questions, and share findings with citations — all in a single workspace without duplicating document uploads.
Is uploaded M&A data room content secure and confidential?
Yes. All documents are encrypted at rest (AES-256) and in transit (TLS 1.3), isolated per workspace with row-level security. We never use your deal documents to train AI models. For enterprise-level NDA and security requirements, contact our team.

Ready to Transform Your Private Equity & M&A Workflow?

7-day free Pro trial — no credit card required. Upload your first document in under a minute.