Quick Start
Set up your first deal and upload documents in minutes.
How It Works
Understand how Plomo processes and classifies your documents.
Create Your First Deal
Step-by-step guide to creating and configuring a deal.
API Reference
Integrate Plomo programmatically into your existing workflows.
What Plomo Does
Plomo covers the core tasks that M&A teams handle across every deal — from the moment a data room lands to the day you close.Document Organisation
Every uploaded file is automatically sorted into the right category and subcategory of your request list, so your data room stays clean from day one.
Taxonomy Building
Plomo extracts a structured due diligence taxonomy from your information request list and uses it as the backbone for all classification and coverage tracking.
Copilot Q&A
Ask plain-language questions about the deal and get grounded answers sourced directly from your documents — with citations you can click through.
CIM Drafting
Draft a Confidential Information Memorandum from your classified document set. Plomo pulls the relevant evidence and structures it into a professional template.
Coverage Tracking
See at a glance which request-list items are satisfied, which are outstanding, and which documents support each section — no manual gap analysis needed.
Client Portal
Share a secure, read-only portal with your client so they can track deal progress and access approved materials without touching your working workspace.
Getting Started
Follow these four steps to go from sign-up to your first classified deal.1
Request Access
Plomo is currently invite-only. Email [email protected] to request a whitelisted account. The team will provision your workspace and send you a sign-in link.
2
Create a Deal
Once you’re signed in, click New Deal from the dashboard. Enter the target company name, add an optional website for AI context, and upload your information request list — or use the built-in standard template.
3
Upload Documents
Drag and drop files from your data room directly into the deal. Plomo accepts PDF, DOCX, DOC, XLSX, XLS, PPTX, CSV, and TXT formats. Documents begin processing immediately.
4
Review & Query
As each document is classified, it appears in the correct taxonomy category with a confidence score and evidence excerpt. Use Copilot to ask questions, check Coverage to see gaps, or start drafting your CIM.
Access is by invitation only. To request a workspace, email [email protected]. Include your firm name and an overview of your typical deal volume so the team can provision the right plan for you.