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Launchpad

Automated VDR analysis tool that generates comprehensive deal overviews, organizes documents by type, extracts management information and key metrics, and provides pre-configured Quick Insights for immediate document analysis without manual review.

Written by Christa Jagnanan
Updated over 5 months ago

What is Launchpad?

Launchpad is your automated VDR analysis dashboard that instantly scans all documents in a deal to provide a comprehensive overview, organize documents by type, extract key information, and surface actionable insights without manual review.

How do I generate Launchpad?

  1. Navigate to your Deal and select "Launchpad" from the Deal menu

  2. Verify all documents show "Ready" status (not "Processing")

  3. Click "Generate Launchpad" button

  4. Wait for completion notification (2-15 minutes depending on document volume)

Note: You can navigate away while Launchpad processes.

When should I generate Launchpad?

  • After initial document upload when all files show "Ready" status

  • Following significant document additions (10+ new files)

  • When key documents are updated or replaced

  • For periodic deal reviews and updates

How long does Launchpad generation take?

  • 10-50 documents: 2-3 minutes

  • 50-200 documents: 5-10 minutes

  • 200+ documents: Up to 15 minutes

Can I regenerate Launchpad?

Yes. Click "Generate Launchpad" again at any time to refresh all insights with current documents. The system will completely re-analyze your deal and replace the previous version.

What information does Launchpad extract?

  • Deal Summary: Transaction overview, structure, and key terms

  • Management Team: Key personnel, titles, and contact details

  • Document Organization: Automatic categorization by type (Financial, Legal, Operational, etc.)

  • Quick Insights: Pre-configured analysis questions tailored to your deal

What are Quick Insights?

Pre-built chat prompts specifically tailored to your deal type that allow immediate analysis without crafting questions. Categories include Financial Analysis, Risk Assessment, Growth Opportunities, Operational Metrics, and Legal/Compliance.

Why is my Launchpad missing information?

  • Documents weren't fully processed when generated - wait for "Ready" status

  • Key overview documents (CIM, Executive Summary) may be missing

  • Information isn't clearly stated in uploaded documents

  • Files may be password-protected or image-only PDFs

Solution: Check document status, add missing files, then regenerate.

Why are my documents miscategorized?

The AI categorizes based on document content, not file names. Mixed-content documents may appear in multiple categories. Categories are suggestions for easier navigation.

When should I regenerate Launchpad?

  • After adding 10+ new documents

  • When key documents are updated

  • If initial generation had errors

  • After significant structural changes to the deal

Can I customize what appears in Launchpad?

No. Launchpad automatically determines relevant insights based on your document set. Content is dynamically generated and cannot be customized.

Can I export Launchpad results?

Direct export is not available. You can copy text sections or take screenshots for reports.

What if Launchpad generation is taking too long?

  • Large deals (500+ documents) may take 20+ minutes

  • Try refreshing your browser if stuck over 20 minutes

  • Generate during off-peak hours for faster processing

  • Contact support if processing exceeds 30 minutes

Will generating Launchpad affect my other work?

No. Launchpad runs independently and doesn't impact Chats, Bulk Queries, or other features. You can continue working while it generates.

Best Practices:

  • Wait for all documents to show "Ready" status before generating

  • Upload executive summaries and overviews for better results

  • Regenerate after major document additions

  • Use Quick Insights to start your analysis immediately

  • Coordinate with your team on regeneration timing

Troubleshooting Tips:

  • Missing information: Add overview documents and regenerate

  • Wrong management team: Upload org charts or management bios

  • Outdated information: Remove old documents before regenerating

  • Can't find specific data: Information may be in tables/images - use Chats for detailed search

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