Now in private beta

From deal documents to investment decisions in minutes, not days

ofoz ingests your CIMs, financial models, and data rooms, then extracts key metrics, answers diligence questions, and generates IC-ready decks automatically.

See How It Works
ofoz, Acme Corp Deal Analysis

Revenue

$172.3M

↑ 22.9%

EBITDA

$40.5M

↑ 31.7%

Margin

23.5%

↑ 280bps

Leverage

0.6x

↓ 0.3x

Revenue Growth (FY21–FY24)

FY21
FY22
FY23
FY24

Red Flags

Customer Concentration

Top 3 customers = 68% revenue

Working Capital

DSO increased 14 days YoY

Management Turnover

CFO departed Q2 2024

How It Works

Four steps to smarter deal analysis

Go from raw documents to actionable insights with zero manual formatting or copy-pasting.

Step 01

Upload

Drop CIMs, financials, and data room files. We support PDF, Excel, PowerPoint, and more.

Step 02

Extract

Our AI reads every page, table, and footnote, extracting KPIs, financials, and risk factors.

Step 03

Query

Ask natural-language questions across all your deal documents. Get cited, sourced answers.

Step 04

Generate

Auto-generate IC decks, deal summaries, and risk reports, formatted and ready to present.

Document Intelligence

Every page read, every metric extracted

Upload hundreds of pages and let ofoz parse tables, footnotes, and exhibits. Financial KPIs are extracted automatically, cross-referenced, and flagged when numbers don't add up.

Documents (4)+ Upload

Acme_CIM_2024.pdf

142 pages

Processed

Financial_Model_v3.xlsx

38 pages

Processed

Management_Presentation.pptx

64 pages

Processing

Q3_Earnings_Transcript.pdf

28 pages

Queued
Overall Progress72%
AI Deal Assistant, Acme Corp
What are the key revenue concentration risks?

Based on the CIM (p. 34) and financial model, there are three concentration risks:

  1. Top 3 customers account for 68% of revenue
  2. Largest customer (RetailCo) represents 31% alone
  3. No customer has a contract beyond 18 months

Sources: CIM p.34, Model Tab "Revenue"

Customer Revenue Breakdown

RetailCo
31%
MegaCorp
22%
GlobalTech
15%
Others
32%
What's the renewal history with RetailCo?
Ask about this deal...
AI Deal Assistant

Ask anything about your deal, get cited answers

No more Ctrl-F across 40 files. Ask plain-English questions and get answers grounded in your actual documents, with page-level citations you can verify in one click.

IC Deck Generation

Presentation-ready decks, generated in seconds

Select a template, choose which sections to include, and ofoz compiles an investment committee deck, complete with financials, risk analysis, and market context. Edit in-app or export to PowerPoint.

ofozIC Deck

Executive Summary

  • Deal overview
  • Investment thesis
  • Key metrics
ofozIC Deck

Financial Analysis

  • Revenue trends
  • EBITDA bridge
  • Working capital
ofozIC Deck

Risk Assessment

  • Market risks
  • Customer conc.
  • Mgmt gaps
ofozIC Deck

Valuation

  • DCF output
  • Comparable txns
  • Sensitivity
Data Pipeline

Bronze → Silver → Gold data architecture

Raw documents land in the Bronze layer. Our AI enriches, normalizes, and validates data into Silver. The Gold layer delivers clean, query-ready metrics you can trust for investment decisions.

99.2%

Accuracy

<2s

Avg Latency

15+

Formats

BronzeRaw PDFs, Excel, PPTX ingestion
CIM_Acme.pdfModel_v3.xlsxTeaser.pptx
SilverParsed, normalized & validated
financials.jsonkpis.parquetrisks.json
GoldClean, query-ready metrics
deal_summaryic_deck_datacomp_table

Ready to transform your deal analysis?

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