> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plomo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions about Plomo AI Due Diligence

> Answers to the most common questions about Plomo — from getting access and uploading documents to data privacy and deal collaboration.

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 [admin@plomo.ai](mailto:admin@plomo.ai) and we'll be happy to help.

<AccordionGroup>
  <Accordion title="How do I get access to Plomo?">
    Plomo is invite-only. Access is not available through self-serve sign-up. To request access for yourself or your team, email [admin@plomo.ai](mailto:admin@plomo.ai) 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.
  </Accordion>

  <Accordion title="What file types does Plomo support?">
    Plomo can ingest and process the following file types:

    | Format            | Extensions      |
    | ----------------- | --------------- |
    | PDF               | `.pdf`          |
    | Word              | `.docx`, `.doc` |
    | Excel             | `.xlsx`, `.xls` |
    | PowerPoint        | `.pptx`         |
    | Spreadsheet (ODS) | `.ods`          |
    | CSV               | `.csv`          |
    | Plain text        | `.txt`          |
    | Markdown          | `.md`           |

    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.
  </Accordion>

  <Accordion title="How does the taxonomy get created?">
    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.
  </Accordion>

  <Accordion title="What do the review statuses mean?">
    After Plomo classifies a document, it assigns one of three review statuses based on the model's confidence score:

    | Status            | Confidence threshold | What it means                                                                          |
    | ----------------- | -------------------- | -------------------------------------------------------------------------------------- |
    | **Accepted**      | ≥ 0.50               | The model is confident in the classification — no review needed unless you disagree    |
    | **Needs Review**  | 0.30 – 0.49          | The model made a best-guess classification but confidence is low — worth a human check |
    | **Uncategorized** | \< 0.30              | The model could not find a suitable category — manual classification is required       |

    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.
  </Accordion>

  <Accordion title="Can I manually reclassify a document?">
    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.
  </Accordion>

  <Accordion title="Does Plomo train on my documents?">
    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.
  </Accordion>

  <Accordion title="How is my data kept private?">
    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.
  </Accordion>

  <Accordion title="What is the Client Portal?">
    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.
  </Accordion>

  <Accordion title="Where is my data stored?">
    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 [admin@plomo.ai](mailto:admin@plomo.ai) if data residency requirements are a factor in your evaluation.
  </Accordion>

  <Accordion title="How do I invite team members to a deal?">
    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.
  </Accordion>

  <Accordion title="Can I have multiple CIM drafts per deal?">
    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.
  </Accordion>

  <Accordion title="What is coverage tracking?">
    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.
  </Accordion>
</AccordionGroup>