Turn enterprise content repositories into intelligent deal documentation engines
Automate document management, version control, and knowledge extraction from SharePoint sites used for deal teams, data rooms, and institutional archives.
Use cases
- Auto-organize data room chaos: when sellers upload dozens of files in random order, QX classifies documents by type (financials, contracts, legal) and files them into proper folder structures
- Extract metrics from financial models at scale: monitor SharePoint libraries for Excel uploads, parse them for key figures, and update portfolio dashboards without manual entry
- Enforce documentation standards: automatically rename files to match naming conventions, tag documents with required metadata, and flag submissions missing mandatory information
- Build searchable institutional memory: index your entire SharePoint archive so teams can query 'find all healthcare deals where we flagged regulatory risk' and get instant results
Intelligent Document Classification
Automatically categorize uploaded files by document type, deal association, and content sensitivity, then route them to appropriate libraries with proper permissions
Structured Data Extraction
Parse financial models, contracts, and reports to extract key data points—deal terms, metrics, risk factors—into structured databases and tracking systems
Version Control Automation
Track document changes across deal progression, maintain audit trails for compliance, and alert teams when critical documents are updated during diligence
Enterprise Search & Retrieval
Query across site collections using natural language to surface relevant precedent deals, diligence findings, and institutional knowledge from years of archived documents
About Microsoft SharePoint
Microsoft SharePoint is the leading enterprise content management and collaboration platform, used by over 250 million users across 200,000+ organizations. Its robust permissions model, version control, workflow capabilities, and deep Microsoft 365 integration make it the standard for investment firms requiring secure document management, regulatory compliance, and cross-team collaboration on sensitive deal materials.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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