Underlying · early-access document intelligence

Review-gated AI for document-heavy deal work.

Underlying is Dotnitron's early-access deal intelligence platform for structured document analysis, source-linked findings, mandatory human review, and audit-oriented records before approved outputs move downstream.

Bulk

Document Set Preparation

Draft

First-Pass Preparation

Cited

Source-Backed Review

Early access

Current product stage

Capability Layer

Defensible deal intelligence, built for the work that gets audited.

Underlying powers Dotnitron builds where VDRs, complex contracts, and high-stakes deliverables require source-linked extraction, mandatory human review, and audit-oriented records.

Iterative Source Decomposition

Underlying decomposes complex diligence questions into scoped extraction, comparison, and synthesis tasks so the system can examine relevant evidence beyond a single generic search response.

Mandatory Review Gate

The product is designed to require human approval or escalation of findings before they enter a downstream deliverable.

Visual Grounding

Findings retain source references so reviewers can return to supporting passages and decide whether to approve, edit, reject, or investigate further.

Audit-Oriented Records

The product is designed to retain output versions, reviewer decisions, source references, and timestamps as an inspectable operating record.

Why Underlying

Purpose-built for teams where review quality, speed, and audit defensibility all matter.

Underlying is built for PE, IBD, and advisory teams where deal complexity is high, output quality is critical, and every finding needs a source, a reviewer, and an inspectable decision record.

Prepare the first pass for review

Organize document material, prepare structured findings, and bring supporting sources into the review process. Preparation and review effort are measured on the selected task.

Sources reviewers can inspect

Supported findings link to evidence so reviewers can check, edit, approve, reject, or request more information. Missing support remains an open question rather than an approved conclusion.

On-premise control

The application can be deployed within customer-controlled infrastructure. The complete storage, retrieval, integration, and model-service data path is agreed separately for each deployment.

Configurable per use case

Configure extraction schemas, compliance checklists, agent flows, and output templates per project type: diligence, compliance reviews, workpapers, contract analysis, reporting, and internal operations.

Access and review requirements

Identity integration, role permissions, project separation, logging, and approval steps are defined and validated for the deployment. The agreed scope determines the controls delivered.

Adaptable document workflows

The document-and-review pattern can be assessed for related diligence, evidence, contract, or reporting work. Each use case needs its own scope and evaluation.

Industries

Built for high-stakes advisory, finance, compliance, and operating teams.

Private Equity & Venture Capital

Fund managers review CIMs, LPAs, financial models, and other deal materials under time pressure. Underlying prepares structured extraction and comparison outputs for human review.

  • Bulk CIM / LPA clause extraction
  • Financial statement normalization
  • Red-flag detection across hundreds of documents
  • Comparison matrices with source citations

Banking & Financial Services

Financial institutions handle vast regulatory filings, credit agreements, and internal policy documents. Underlying accelerates document assembly and cross-references obligations.

  • Regulatory filing extraction and summarization
  • Credit agreement clause comparison
  • Policy document change detection
  • Multi-workstream collaboration with access controls

Legal & Compliance

Law firms and in-house legal teams face growing document volumes with shrinking review timelines. Underlying delivers clause-level extraction and obligation tracking.

  • Clause-level extraction with legal taxonomy mapping
  • Regulatory obligation tracking and change detection
  • Privilege-aware document categorization
  • Exportable audit trails for regulatory submissions

Advisory & Consulting

Advisory teams process client files, evidence sets, reports, policies, and workpapers under compressed timelines. Underlying prepares the repeatable analysis so practitioners can review, decide, and deliver faster.

  • Workpaper and evidence preparation
  • Multi-document thematic analysis
  • Reviewer-ready issue lists
  • Custom output templates per engagement

Deployment

Agree where and how your document workflow runs.

We assess customer-controlled, private cloud, or dedicated hosting for your project. Model processing, storage, permissions, encryption keys, and support responsibilities are agreed separately.
01

On-Premise / Self-Managed

Your data center, your rules

Assess deployment within customer-controlled infrastructure, including storage, network paths, identity integration, model endpoints, and support responsibilities.

  • Documented storage and processing locations
  • Deploy via containers to your orchestration platform
  • Integration with internal DNS and monitoring
  • Connect to your own private LLM endpoints
02

Private Cloud (VPC)

Managed isolation in your cloud tenant

Assess an isolated environment in your approved cloud account. Platform support, networking, encryption keys, model processing, and operating ownership are confirmed before deployment.

  • Cloud platform compatibility checked during scoping
  • Encryption-key requirements agreed for the deployment
  • VPC peering for hybrid enterprise architectures
  • Scale infrastructure with document loads
03

Enterprise Dedicated

Fully managed isolated environment

Discuss a dedicated environment managed by our team, with data separation, infrastructure, licensing, and support responsibilities defined in the agreement.

  • Single-tenant cloud environment
  • Dedicated database and compute resources
  • Deployment handoff and support plan
  • White-glove onboarding and support

Architecture

Enterprise-grade from VDR intake to reviewed, defensible output.

Step 1

Ingest

Approved deal documents and schedules ingested under defined storage and retention rules

Step 2

Decompose

Scoped questions broken into extraction, comparison, and synthesis tasks over relevant evidence

Step 3

Review

Mandatory review gate forces human approval before any finding enters a deliverable

Step 4

Deliver

Source-linked output with review records exported to your format

OpenAI Select Partner

Technology partnership

Build with an OpenAI Select Partner.

We design and integrate OpenAI services within your approved architecture.
See how we approach security

Have something in mind?

Have a document-heavy workflow slowing delivery?

Show us one painful diligence, evidence, workpaper, contract, reporting, or review workflow. We will map the sources, controls, review path, and proof needed for a first deployment.