Dashboard

The Plomo dashboard is where your deal team runs the full due diligence workflow — creating deals, reviewing classified documents, tracking information request coverage, asking the Copilot questions, and drafting the CIM. Each deal is a self-contained workspace with its own taxonomy and document set.

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Setting Up a Deal

Start a new deal from the Setup page:

1. Upload your information request — The document that defines what you need to collect
2. Review the taxonomy — Plomo extracts categories, subcategories, and request items; adjust as needed
3. Create the deal — Confirm and you’re ready to start collecting documents

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Documents

The documents view is your main review workspace inside a deal:

• Grouped table — Documents grouped by category with confidence indicators
• Detail panel — Click any document to see its classification, evidence, and quick actions
• Filter by category, review status, or confidence level
• Bulk actions — Accept, reject, or reclassify multiple documents at once

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Review Status Indicators

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Coverage

The Coverage tab shows how complete your collection is against the information request. Every request item is listed with its status — received, pending, or not yet provided — so you can see at a glance what’s still outstanding and add notes against any item as you work.

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Copilot

Copilot is a deal-scoped AI assistant. Ask questions in natural language and it searches across the deal’s classified documents, returning grounded answers with direct citations back to the source pages. Typical uses:

• “Summarize the key findings across all financial documents”
• “Find any change of control or assignment clauses”
• “Which documents have low classification confidence?”
• “What are the main risks identified so far?”

Every claim the Copilot makes is linked to the source document — click a citation to open the PDF inline at the cited page. Copilot only sees documents inside the current deal; it never mixes context across deals.

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CIM Drafting

The CIM tab drafts a Confidential Information Memorandum for the deal. Describe the sections you want (or ask for the full deck) and Plomo generates slide-by-slide content grounded in the deal’s documents — executive summary, company overview, financial highlights, and so on. Example prompts:

• “Generate the full CIM deck”
• “Draft the executive summary”
• “What slides should we include?”
• “Review the current draft for gaps”

Draft slides appear on a side-by-side canvas so you can iterate slide-by-slide, regenerate sections, or edit content before exporting.

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Client Portal

The Client Portal is a separate surface for the target company (your client) to submit documents against the information request. Deal team members don’t usually work here — you’ll spend your time in the main dashboard reviewing what lands. See the Client Portal guide for details on how clients use it.

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Pages Overview