Make the business diligence-ready before buyers start asking.
The Data Room Agent turns scattered files into a structured, permission-controlled source of truth. It assesses exit readiness, requests missing documents, checks completeness and manages approved access throughout the deal.
What this agent can do
- 1Creates a tailored exit-readiness checklist and readiness score
- 2Builds the folder structure for the business, sector and deal stage
- 3Requests documents from sellers, management and advisors
- 4Classifies files, extracts metadata and detects missing, duplicate, stale or inconsistent items
- 5Maintains document versions, expiry alerts and an audit trail
- 6Recommends access by buyer, team, folder, document and deal stage
- 7Supports Q&A by locating evidence and routing unanswered requests
Example prompts
Pick one and Alisha starts on it straight away.
Assess whether my business is ready for sale and create the missing-document plan.
Build a buyer data room for this veterinary-clinic transaction.
Show which diligence requests remain unanswered and who owns each one.
What you see while the agent works
Every task moves through the same visible stages, so you always know what is happening in the background.
- UnderstandingThe agent is interpreting the prompt, goal and available context.
- PlanningThe agent has converted the request into steps, sources and deliverables.
- WorkingThe agent is completing the task in the background.
- Waiting for inputA missing fact or user choice blocks meaningful progress.
- Approval requiredA sensitive or external action is ready for review.
- CompletedThe output is delivered with sources, actions taken and recommended next step.
- MonitoringThe agent is continuing an approved recurring or conditional workflow.
How it works with the agent team
Works closely with Deals Agent: Deals manages the process, buyer workflow and Q&A; Data Room Agent manages documents, evidence, versions and permissions.
Works with
Workspace applications
Owner prepares for exit and controls buyer access.
Explore this workspaceAdvisor manages readiness and diligence across mandates.
Explore this workspaceInvestment team receives structured evidence and tracks requests.
Explore this workspaceAutonomous work with clear control
SellAnyBiz agents can research, analyze, create and monitor in the background. The user remains in control of confidential access, external communication and commercial decisions. Every agent works within workspace roles, approved data sources and task-level permissions.
Permission aware
Agents only use the records, connected sources and actions available to the user and approved for the task.
Approval gates
Publishing, first-time external outreach, confidential access changes and legally or commercially consequential actions can require review.
Traceable work
Important outputs show the source records, assumptions, confidence and agent activity behind them.
Role based access
Owners, buyers, advisors, team members and counterparties see only the information assigned to their role.
Editable memory
Users can review and update the goals, criteria, preferences and instructions Alisha uses.
Human professional judgment
Agents support execution and decision-making. Legal, tax, regulatory and investment decisions remain subject to qualified professional review.
Meet the rest of the team
- Success CopilotAlishaMeet this agent
- Opportunity searchOpportunity Discovery AgentMeet this agent
- People and relationship intelligencePeople Intelligence AgentMeet this agent
- Company research and target originationCompany Intelligence and Origination AgentMeet this agent
- Market-ready listingsListing BuilderMeet this agent
- Transaction documentsDocument BuilderMeet this agent
- Personalized engagementOutreach AgentMeet this agent
- Transaction progressionDeals AgentMeet this agent