Uploading a new deal
To upload a new deal, click the Add New Deal button located at the top of the screen. After clicking this button, users are prompted to fill out the following information.
Deal Information: Here users can fill out the deal name, structure type, borrower, and description. In order to advance to the next step, you must add a deal name and borrower. The Deal Reference Data can also be input at this stage. Items such as industry, transaction purpose, and unique identifiers will sync here. The type of execution and base currency will be set to a default value unless selected otherwise.
Data Room: Once filling out the required data in the deal information, users are then taken to the data room to upload documents related to the new deal.
After filling out the relevant data and loading files in the data room, hit save. A notification will be received upon successful submission. Once a deal has been created, users can share, assign, follow, and track the progress of processing all within the deal page.
Please Note: Only PDF documents are currently accepted at Street Diligence. Refer to this list for the types of agreements we accept.
Analyzing Documents
For a standard credit agreement, our document analysis typically takes 24 hours. Once the analysis is complete, users receive an email notification that the analysis is ready to view on our platform.
To ensure the highest quality and transparency, we integrate human expertise into our AI-driven document analysis process. Here’s how:
Accuracy & Transparency: Human verification and corrections enhance data accuracy and provide a transparent review process.
Quality Control: Human oversight helps identify and rectify any errors or inconsistencies in data processing.
Continuous Improvement: Feedback from human experts helps refine and improve our AI algorithms continuously.
By combining human insight with advanced AI technology, we deliver reliable and accurate document analysis, unlocking numerous benefits for your business.
LLM additional quality assurance creates an extra layer of assurance that the Street Diligence analysis is accurate.
Uploading documents to existing deals
After locating the deal(s) that need to be updated (either through Deal Manager or global search), switch over to the Data Room tab to upload the respective files. After the documents are processed, users will receive a notification via email and the analysis will populate and/or update within the existing deal.
Curious about best practices for uploading documents? Find out here!