> ## 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.

# Plomo: AI-Powered M&A Due Diligence Workspace for Teams

> Plomo organises your data room, builds due diligence taxonomies, tracks coverage, and answers deal questions — all in one secure workspace.

Plomo brings the entire buy-side due diligence workflow into a single, secure workspace. Upload your data room, let Plomo's AI classify every document against your information request list, and move straight to analysis — no manual sorting, no spreadsheet tracking, no switching between tools.

<CardGroup cols={2}>
  <Card icon="rocket" href="/quickstart" title="Quick Start">
    Set up your first deal and upload documents in minutes.
  </Card>

  <Card icon="circle-play" href="/how-it-works" title="How It Works">
    Understand how Plomo processes and classifies your documents.
  </Card>

  <Card icon="folder-plus" href="/guides/create-deal" title="Create Your First Deal">
    Step-by-step guide to creating and configuring a deal.
  </Card>

  <Card icon="code" href="/api-reference/introduction" title="API Reference">
    Integrate Plomo programmatically into your existing workflows.
  </Card>
</CardGroup>

## 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.

<CardGroup cols={3}>
  <Card icon="folder-tree" href="/guides/upload-documents" title="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.
  </Card>

  <Card icon="sitemap" href="/concepts/taxonomy" title="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.
  </Card>

  <Card icon="sparkles" href="/guides/copilot" title="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.
  </Card>

  <Card icon="file-pen" href="/guides/cim-drafting" title="CIM Drafting">
    Draft a Confidential Information Memorandum from your classified document set. Plomo pulls the relevant evidence and structures it into a professional template.
  </Card>

  <Card icon="chart-bar" href="/concepts/coverage" title="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.
  </Card>

  <Card icon="upload" href="/guides/client-portal" title="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.
  </Card>
</CardGroup>

## Getting Started

Follow these four steps to go from sign-up to your first classified deal.

<Steps>
  <Step title="Request Access">
    Plomo is currently invite-only. Email [admin@plomo.ai](mailto:admin@plomo.ai) to request a whitelisted account. The team will provision your workspace and send you a sign-in link.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  **Access is by invitation only.** To request a workspace, email [admin@plomo.ai](mailto:admin@plomo.ai). Include your firm name and an overview of your typical deal volume so the team can provision the right plan for you.
</Note>

## Where to Find Plomo

The production application is hosted at **[app.plomo.ai](https://app.plomo.ai)** (EU region). A US-region instance is coming soon — contact [admin@plomo.ai](mailto:admin@plomo.ai) if your organisation has a data-residency requirement.