About this video
Data Rooms are the document layer behind Ellie: connect SharePoint, OneDrive, or Box once, and every deal document is parsed, searchable, and citable in one place.
Full description
Deal teams lose hours re-adding the same files to every conversation and re-checking which version is current. Data Rooms remove that friction: one place where deal documents live, get parsed, and become searchable across everything you do in Ellie.
Connect the folders where documents already live, whether that is SharePoint, OneDrive, or Box, or simply drag and drop. Ellie parses more than twenty file types, including scanned documents with OCR, and synced folders refresh daily so the source set stays current without anyone re-uploading.
The video shows it live in Ellie: opening a shared data room, browsing the deal folders, then searching across every parsed document, with 267 results returned straight from the source set.
Because Chat, Skills, and Workspaces all read from the same indexed source set, answers come back with citations from documents you trust. Connect once; Ellie reads from the source.
Key points
- One document layer behind Ellie: no re-adding the same files to every thread
- Connect SharePoint, OneDrive, or Box once, or drag and drop; synced folders refresh daily
- More than twenty file types parsed, including scans with OCR
- Chat, Skills, and Workspaces read from the same indexed source set, so answers carry citations
Video details
- Roles
- Asset Manager, Portfolio Manager, Investor / LP, Lender
- Processes
- Platform Features
- Geographies
- APAC, US, Europe
- Tags
- data-rooms, document-sync, integrations