Taxonomy

Every M&A deal is different. The documents you need to collect and how they should be organized depends entirely on the deal’s scope. That’s why Plomo doesn’t use a fixed category list — it creates a custom taxonomy for each deal based on your information request.

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What Is a Taxonomy?

A taxonomy is the category structure Plomo uses to classify documents. It has three levels:

1. Categories — Top-level groups like “Corporate Governance” or “Financial Overview”
2. Subcategories — Specific areas within each category, like “Shareholders” or “Financial Statements”
3. Request items — The individual documents you’re looking for in each subcategory

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How It’s Created

When you start a new deal, you upload your information request document. Plomo reads it and automatically extracts the structure:

1. Go to Setup and start a new deal
2. Upload the information request (DOCX, PDF, etc.)
3. Plomo identifies all the categories and subcategories
4. Review the extracted taxonomy and make any edits
5. Confirm to create the deal

From that point on, all documents uploaded to the deal are classified against this taxonomy.

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Example Taxonomy

Here’s what a typical M&A due diligence taxonomy looks like:

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Aliases for Better Accuracy

Plomo automatically generates aliases for each category. For example, “Shareholders” might also be known as “Shareholding” or “Equity Holders.” When a document uses different terminology, Plomo still matches it to the right category.