AI Data Room summaries
Verified Metrics uses AI to summarize individual files and entire data rooms — so you can get a high-level read on what's in a company's data without opening every document.
File summaries
Every file (that is a supported file type for AI summaries) the company uploads gets an AI-generated summary, shown alongside the file. This gives you a quick read on what the file contains before opening it.
You can also trigger a summary on files your team has uploaded — useful when reviewing materials your colleagues added.
Data room summary
Once a company has uploaded at least two files in supported formats, Verified Metrics generates a summary of their entire data room. The summary will include:
- A high-level overview of the company's data room
- Document categories present
- Key findings
- Potential gaps
The high-level overview appears on the data room landing page. The detailed view shows each section in full.
How summaries stay current
The data room summary refreshes once a day if the company's data room has changed (for example, if a new file was uploaded).
You can also manually trigger a refresh. An indicator will show when there are recent changes worth refreshing for.
Supported file formats
Summaries are generated for these currently supported formats:
- PDF (
.pdf)
- Excel (
.xlsx)
- Word (
.docx)
- Outlook email (
.msg)
A note on accuracy
AI-generated summaries are a starting point, not a substitute for reading the underlying documents. Always verify against the source file before making decisions based on a summary.