CorpDev.Ai product guide
Turn research and deal information into work your team can review: target lists, diligence findings, investment memos, presentations and spreadsheets.
Start with a task
Create my first investment memo
Research a company or build a target list
Analyze uploaded deal documents
Compare the same fields across many documents
Track targets and deal progress
Prepare a report, deck or workbook
Analyst and Deliverables
Run recurring work
Work inside Excel
Connect another application
Manage team access
How the app fits together
A workspace is the context for your team's work. Source Files holds uploaded material. The Analyst researches, answers questions and builds outputs. Deliverables holds the documents you create. Companies, People and Pipeline organize targets and relationships; Activity records conversations and decisions.
Check the workspace selector before starting a task. A document in one workspace is not automatically available in another. Your role, subscription and enabled capabilities determine which controls you see.
Use results well
Give the Analyst a clear question, relevant sources and an output format. Review citations, figures, dates and assumptions before relying on an answer or distributing a deliverable. A completed job means the run finished; it does not certify the analysis.
If something goes wrong, use Troubleshooting. For sharing and connected information, read Sharing and data handling.
Last updated