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Data Room Ingestion & Organization
Taking an unstructured, inconsistently named set of deal files and producing an organized, navigable data room that follows a firm's conventions.
“Automated file organization, cap table tie-outs, document comparisons, and missing document audits.” www.marveri.com
Mapped capabilities
4 capabilities
Document type classification
Assigning each file to the right category (organizational documents, board and stockholder consents, material contracts, employment, financials, tax).
Naming convention normalization
Rewriting inconsistent filenames into a standard entity / document type / counterparty / date format.
Folder structure construction
Placing classified documents into a nested folder hierarchy that matches the requested diligence index.
Messy input handling
Working through duplicates, drafts vs. executed copies, scanned files, archives, and ambiguous filenames without dropping documents.