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Below you’ll find answers to the questions we hear most often. If you don’t see what you’re looking for, reach out to the team at [email protected] and we’ll be happy to help.
Plomo is invite-only. Access is not available through self-serve sign-up. To request access for yourself or your team, email [email protected] with a brief description of your firm and how you plan to use the platform. The Plomo team will follow up to get you onboarded.
Plomo can ingest and process the following file types:Scanned PDFs are also supported — Plomo will apply optical character recognition (OCR) automatically when the extracted text is too sparse to classify from text alone.
When you create a deal, Plomo builds a deal-specific taxonomy in one of two ways:
  1. From your information request — if you upload or paste an information request (IR) document during deal setup, Plomo’s AI extracts the line items and structures them into a taxonomy tailored to that deal.
  2. From a standard template — if you don’t have an IR yet, Plomo uses a standard M&A due diligence taxonomy as a starting point.
The taxonomy is what Plomo uses to classify every uploaded document. You can review and adjust it from the deal settings at any time.
After Plomo classifies a document, it assigns one of three review statuses based on the model’s confidence score:These thresholds are calibrated to minimize false confidence. If a document is labelled Needs Review or Uncategorized, it will be surfaced prominently in your document table so you can act on it quickly.
Yes. Open the document detail panel by clicking on any document in the deal workspace, then use the category selector to assign or change the category and subcategory. Your manual classification overrides the model’s prediction and is saved immediately. This is useful for correcting any edge cases the AI got wrong and for categorizing documents that came back as Uncategorized.
No. Plomo never uses your documents, deal data, or any content you upload to train or fine-tune AI models. Your data is used solely to power the features you’ve explicitly invoked — classification, search, Copilot answers, and CIM drafting — within your deal. It is not shared with other customers or used to improve the underlying models.
Plomo uses multiple layers of isolation to ensure your deal data stays private:
  • Per-deal encryption — every deal has its own unique encryption key, managed by Google Cloud KMS. Deal names, filenames, model reasoning, evidence, chat content, and workspace files are all encrypted at the application layer before being stored.
  • Deal-scoped access — users can only access deals they are members of. There is no way to browse or query across deals.
  • Strict data isolation — access controls are enforced at every layer of the stack, ensuring that one customer’s data can never be read or queried by another.
The Client Portal is a separate, lightweight upload interface designed for the target company in a deal — the company being acquired or evaluated. Instead of adding them to the full Plomo dashboard, you generate a secure share link from your deal settings and send it to the target. They can then upload documents directly through that link without needing a Plomo account. Those documents land straight into your deal’s document pipeline and are classified automatically alongside everything else.
Plomo’s EU production environment runs in Frankfurt, Germany. All deal data — documents, database records, encryption keys, and search artifacts — is stored in this region.A US region is on the roadmap. Contact [email protected] if data residency requirements are a factor in your evaluation.
Navigate to your deal, then open Settings from the deal navigation. Under the Collaborators section, you can add team members by email address. Each collaborator you add will gain access to that deal’s documents, coverage tracker, Copilot, and CIM workspace. Collaborators are scoped to a single deal — adding someone to one deal does not give them access to any other deals in your workspace.
Yes. You can create multiple CIM drafts within a single deal, which is useful for iterating on different versions, producing deliverables for different audiences, or experimenting with different structures. Each draft is independent and can be worked on separately. All drafts draw on the same classified document corpus for the deal.
Coverage tracking shows you which items from your information request have been satisfied by the documents uploaded to the deal. For each line item in the taxonomy, Plomo tracks whether a matching document has been received and classified. This gives your deal team a clear view of what’s been provided, what’s still outstanding, and where you may need to follow up with the target. You can access the coverage tracker from the Coverage tab in any deal.