AI-driven platform for
sell-side M&A.
Enable your team to collaborate seamlessly and get the most out of AI. Manage document collection, memorandum drafting, buyer outreach, and Q&A - all in one place.
No spam. Just one launch update.
One platform.
Every workflow.
Everything your team needs to run a sell-side process, from kickoff to close.
Document gathering
Automate information requests with intelligent follow-ups. Collect, organize, and validate client documents without the back-and-forth.
Drafting memoranda
Generate investment memoranda and teasers from collected data. AI drafts, you refine — cut prep time from weeks to days.
Buyer research & outreach
Identify strategic and financial buyers with AI-powered research. Manage outreach campaigns and track engagement in one place.
Q&A management
Centralize buyer questions and seller responses. Track answer status, flag duplicates, and ensure nothing falls through the cracks.
Client updates
Give clients real-time visibility into their deal. Automated status dashboards replace manual update emails.
Data room management
Organize and manage your data room with AI assistance. Get insights on document gaps and automate the structuring process.
AI-assisted
document gathering
Gather hundreds of files and let AI classify them in seconds. Track every request in one clear view - received, pending, and overdue. Smart follow-ups keep the process moving without manual chasing.
Your deal copilot,
always ready
Ask any question about the deal and get instant, sourced answers from your documents. Revenue trends, key risks, contract details — no more digging through files.
Your drafting engine for
deal deliverables
Draft IMs, teasers, and other deal materials in your firm’s voice - grounded in source documents, market data, and external research. Move faster, keep every claim traceable, and give your team a better way to collaborate around AI.
More capacity,
less manual work.
Plomo handles the repetitive work so your team can focus on what actually moves deals forward — relationships, judgment, and strategy.
Frequently asked questions
Can't find what you're looking for? Reach out and we'll get back to you.
Get in touchWhat is Plomo?
Plomo is an AI-powered platform built for M&A advisory teams. It automates the repetitive parts of sell-side processes — document gathering, classification, information requests, and memo drafting — so your team can focus on relationships and deal strategy.
How do I get started?
Request early access through our website. We'll schedule a walkthrough of the platform, help you set up your first deal, and provide hands-on onboarding for your team.
Is my deal data secure?
Absolutely. All data is encrypted at rest and in transit. Each deal is fully isolated, and we never use your data to train AI models. Plomo is designed for the confidentiality requirements of M&A transactions.
What technology does Plomo use?
Plomo uses enterprise-grade LLMs with zero data retention, so customer data is not stored or leaked. On top of the models, we orchestrate specialized agents with auditability, visibility, and safety-first controls built in from the start. We continuously improve performance through systematic evaluation and prompt optimization. To learn more, see our docs here.
Does Plomo replace human advisors?
Plomo is built to multiply the impact of advisors, not replace them. It takes care of repetitive work like document collection, classification, and first-draft preparation, so your team can focus on judgment, relationships, and negotiation.
I've been approved but can't access Plomo?
We're working hard to deliver the best experience, but occasionally maintenance is needed. Check status.plomo.ai for real-time status updates and scheduled maintenance windows.