Request a demo Replace scattered emails, spreadsheets and VDRs with one secure, confidential workspace where AI agents manage documents, requests, diligence and drafting.
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Your client's data is scattered across Outlook, shared drives, and three departments. Getting it complete takes email chains, follow-up calls, and a tracker just to manage the chase.
Drafting a compelling information memorandum takes 3–5 weeks of research, synthesis, and formatting — senior-advisor hours spent in Word instead of with buyers.
Once multiple buyers are in the room, questions arrive faster than you can answer them — scattered across email threads, spreadsheets, and a VDR with no single source of truth.
Send structured information requests to your client. Automated reminders follow up without you. AI classifies and validates every file as it arrives - so you stop waiting and start working.
Revenue trends, key risks, contract details - get instant, sourced answers from your documents without digging through files. Just ask, in plain language.
Plomo generates a structured information memorandum grounded in your source documents, financial data, and market research. Every claim is traceable. Your team refines - they don't start from scratch.
Close mandates faster. Run more of them at once. Without adding headcount.
Automated information requests with intelligent follow-ups. AI classifies and validates documents as they arrive. Go from scattered files to a complete, organized data set without the email chase.
Plomo generates a structured information memorandum from collected documents and financial data. You review, refine, and add judgment. The heavy lifting is done before you open Word.
AI-researched buyer lists — strategic and financial. Managed outreach campaigns with engagement tracking. No extra CRM, no research hours, no missed contacts.
All buyer questions centralized — across every buyer, every thread. AI-suggested answers grounded in your data room. Full audit trail, no dropped threads, faster turnaround.
Automated deal dashboards give your client real-time visibility into where things stand. They stop calling for updates. You stop writing them.
AI structures your data room from documents already collected. Flags gaps before buyers find them. Keeps the index clean without manual filing.
Your documents are processed and discarded — never stored, never used to train AI models.
Every mandate runs in its own environment. No data, documents, or context ever crosses between deals.
Your data never leaves Europe — stored, processed, and protected under full GDPR compliance.
Most M&A firms don’t have the capacity to build this in-house, and generic AI tools won’t cover the full deal workflow. The real leverage isn’t individual efficiency - it’s changing how the whole team operates, from partners to juniors.
Tomas Kozubek
TARPAN Partners
Document collection, memo drafting, Q&A - these tasks fill your team's week without using their expertise. Plomo handles the operational work so everyone can spend their time on the work that actually demands expertise.
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We built Plomo for exactly this concern. All data is encrypted in transit and at rest. Every deal is fully isolated — no data is ever shared between firms. We use enterprise-grade LLMs with zero data retention, meaning your documents are never stored or used to train AI models. Plomo is designed from the ground up for the confidentiality requirements of M&A transactions.
No — and this is an important distinction. A VDR stores documents for the diligence phase. Plomo manages the entire sell-side process: from the first information request to your client, through CIM drafting, buyer outreach, and Q&A management, to close. VDRs start where Plomo already has weeks of work done.
Plomo is built specifically for boutique and mid-sized advisory teams — not for banks with armies of analysts. Setup takes days, not months. There's no implementation project, no IT requirement, and no per-user overhead designed for enterprise headcounts. Your first deal can be running the same week you start.
That's specifically what Plomo is built for. The document gathering module assumes your client hasn't organized anything — it sends structured requests, tracks what's missing, follows up automatically, and classifies documents as they arrive. You don't need clean input to start. The tool creates order from the chaos.
Plomo is built to multiply your impact, not replace it. It handles the work that shouldn't require your expertise — document collection, classification, first-draft preparation, Q&A routing. What it can't do is your judgment, your relationships, and your negotiation. That's where Plomo sends your time instead.
Request a demo through our website. We'll walk you through a live deal — from kickoff to close — so you can see exactly how it fits your workflow. If it's a fit, your first mandate can be running within days.