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Data room brief

Every claim in the raise materials, traced to its source. The diligence file that answers questions before they are asked.

Best forFundraising, diligence, M&A prep
PrimitivesClaimsProvenanceAccounts

Side by side: token usage, with and without Paperbase

~140k tokens saved · 78% less work for the agent

Without Paperbase

~180k tokens

  1. Collect the raise materials.
  2. Manually assemble supporting evidence for every claim.
  3. Search emails and contracts for proof of each number.
  4. Reconstruct the evidence pack from memory.
  5. Send materials a diligent investor can poke holes in.

With Paperbase

~40k tokens

  1. Pull the claims from the raise materials.
  2. For each claim, pull the source: decision, contract, customer quote, metric.
  3. Compose the data room with provenance attached.
  4. Flag any claim not supported by the record.

Agent prompt

You are assembling the data room for the current raise.

Using Paperbase:

1. Extract every factual claim from the raise materials.
2. For each claim, pull the supporting evidence: contracts, decisions, customer interactions, metrics.
3. Attach provenance to each claim.
4. Flag every claim the record does not support.

Output:

- The claims register with full provenance.
- The evidence pack, ready to hand over.
- Unsupported claims, clearly flagged for correction before send.

Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.

Want a deeper recipe for your team?

Send us the prompt, the source systems, and the workflow. We will draft the recipe and sign you into the sandbox to run it.