Spreadsheets that query your entire document library.
Build dynamic spreadsheets that pull data from across projects, VDRs, and document sets. Ask questions in natural language. Get sourced, structured answers.
How it works
Define your query
Ask a question in natural language — "What is the interest rate across all credit agreements?" — or select from pre-built templates.
Select your scope
Query across multiple projects and data rooms simultaneously. Group by geography, fund, technology, or any custom dimension.
Sourced results
Every cell in the resulting spreadsheet is sourced to a specific document and page. Click through to verify any data point.
Export and share
Export to CSV or Excel for downstream analysis, LP reporting, or IC presentations.
Why it matters
Pulling data from hundreds of documents into a spreadsheet is the most time-consuming part of portfolio analysis. Intelligent Sheets eliminates the manual extraction — ask the question once and get a sourced, structured answer across every project.
Use cases
Cross-portfolio covenant compliance tracking
LP reporting data assembly
Credit agreement term comparison
Insurance coverage gap analysis
Environmental obligation tracking across assets