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Plomo is a workspace for M&A deal teams. It brings source documents, information requests, AI-assisted analysis, and investment materials together inside a deal. Start with an information request list and upload the target company’s documents. Plomo extracts searchable content, proposes classifications and coverage links, and gives your team tools to review the evidence. Dealmate helps you investigate questions, while Deliverables turns the deal’s evidence into an investment thesis, CIM, or teaser.

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Find your way around

Actions depend on your access to the deal and the resource you are opening. A generated answer, classification, or slide is a starting point for review; it is not a completed diligence judgment.

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Start your first deal

  1. Open app.plomo.ai and sign in. Contact [email protected] if you need access.
  2. Choose New deal, enter a name, and use your own request list or the standard template.
  3. Upload documents in Sources and check their processing status.
  4. Review the Coverage Map, ask a question in Dealmate, or begin an investment thesis in Deliverables.

Quickstart

Follow a deal from setup to your first analysis.

How processing works

Understand upload, search readiness, classification, and review.

Create investment materials

Work from an investment thesis through slide design and export.

Security and access

Understand the controls around your deal data.