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When you start a deal, Plomo reads your information request and builds a taxonomy — a three-level hierarchy of categories, subcategories, and individual request items that reflects exactly what you’re asking the target company to provide. Every document you receive is then classified against this structure, so your team always knows where something lives and what’s still missing.

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The three levels

The taxonomy has a strict three-level structure. Understanding each level will help you navigate the deal and interpret classifications correctly.

Categories

The top-level groupings — broad functional areas such as Corporate Governance, Financial Overview, or Intellectual Property. Think of these as the tabs in a traditional data room index.

Subcategories

Mid-level groupings within each category. For example, Corporate Governance might contain subcategories like Shareholders, Governing Documents, and Affiliates.

Request Items

The individual documents or data points you expect to receive — for example, Audited Financial Statements FY2023 or List of Material Contracts. These are the items that Coverage tracks.

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Example taxonomy

A typical sell-side due diligence taxonomy looks something like this: Your actual taxonomy will vary based on the information request you upload and the nature of the deal.

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How Plomo builds your taxonomy

Plomo extracts the taxonomy automatically when you create a deal.
1

Upload your information request

Paste in or upload the information request document you’re sending to the target company. This is typically a structured list of documents and data points organised by functional area.
2

Automatic extraction

Plomo parses the information request and maps its structure into categories, subcategories, and individual request items. This usually completes within a few seconds.
3

Review and refine

The extracted taxonomy is shown to you before documents start flowing in. You can rename categories, merge or split subcategories, add missing items, or remove irrelevant ones.
If you don’t have an information request ready, Plomo can start you off with a standard sell-side due diligence template that covers the most common functional areas. You can customise it at any time before or after documents arrive.

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Aliases: handling terminology differences

Targets don’t always use the same vocabulary you do. A document labelled Cap Table should land in the same place as one labelled Shareholder Register. Plomo handles this with aliases. For every category and subcategory, Plomo automatically generates a set of common synonyms and alternate phrasings. The AI classifier considers all aliases when it evaluates an incoming document, so terminology differences don’t lead to misclassification. For example: You can view and edit aliases for any category or subcategory from the Taxonomy panel inside your deal.

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Editing the taxonomy after deal creation

The taxonomy is not locked once the deal is created. You can add, rename, or remove items at any time from the deal’s Taxonomy panel.
Changes to the taxonomy apply to new classifications going forward — they do not automatically re-classify documents that have already been processed. If you make a structural change, use the Re-classify option on any affected documents to update their assignments.