PE deal teams spend 20+ hours per deal cycle manually reviewing NDAs, SPAs, and portfolio company agreements. FileSurf extracts critical terms, flags deviations, and routes contracts for approval—automatically.
Use Cases
Upload Share Purchase Agreements and Non-Disclosure Agreements in bulk. FileSurf's AI extracts key terms—representations and warranties, indemnification caps, exclusivity windows, and jurisdiction clauses—and compares them against your firm's standard positions within seconds.
Track covenant compliance across a portfolio of 10–50+ companies. FileSurf ingests management fee agreements, loan covenants, and board consent documents, then surfaces any obligations, expiry dates, or threshold breaches that require GP attention.
Automate the closing checklist for LP subscription documents, side letters, and capital call notices. FileSurf validates required signatures, date fields, and LP representation language, then routes exceptions to the fund admin team for same-day resolution.
Powerful Features
Everything you need to streamline your workflow with AI-powered automation.
Define your firm's standard positions for reps and warranties, indemnification baskets, change-of-control provisions, and ROFR clauses. FileSurf flags any contract that deviates from your playbook before it reaches a partner for review.
Verify that entity names, defined terms, and monetary figures are consistent across an entire deal package—NDA, LOI, SPA, disclosure schedules, and ancillary agreements—catching mismatches that manual review routinely misses.
Route contracts to the right reviewer based on deal type, fund, or value threshold. Associate-level review for sub-$5M tickets, partner sign-off for anything above—configurable per fund with full audit trail for LP reporting.
See every active contract's status in one place: extraction complete, validation passed, awaiting legal, countersigned. Track close rates, average review cycle times, and deviation frequency to optimize your deal team's throughput.
FAQ
FileSurf is purpose-built for structured document workflows rather than general-purpose chatbots. For PE firms, that means configurable validation schemas that match your firm's contract playbook, not generic LLM summaries. You can define acceptable ranges for indemnification caps, flag non-standard change-of-control language, and enforce signature-block completeness—all without writing code. Combined with a full audit trail for LP-facing reporting and role-based access for GPs, associates, and fund admins, FileSurf handles the full contract lifecycle from upload to countersigned archive.
FileSurf handles the full spectrum of PE deal and fund documentation: NDAs, Letters of Intent (LOIs), Share Purchase Agreements (SPAs), Asset Purchase Agreements (APAs), Limited Partner subscription documents, side letters, management fee agreements, loan covenant packages, board consents, and capital call notices. The AI extraction engine supports PDFs, scanned documents, and electronically-signed files from DocuSign, Adobe Sign, and similar platforms.
FileSurf uses a structured extraction pipeline: first, the document is parsed and segmented by clause type; then a schema-driven AI model extracts named fields (purchase price, earnout mechanics, basket and cap figures, closing conditions, termination rights) with confidence scores attached to each extracted value. Fields below your firm's confidence threshold are flagged for human review rather than passed through silently. This hybrid AI-plus-human approach means senior counsel reviews exceptions, not entire documents.
Yes. FileSurf connects to common PE tech stacks via REST API and webhooks. You can trigger document ingestion from Intralinks, Datasite, or Firmex virtual data rooms, push extracted data to Salesforce, DealCloud, or Affinity CRM, and export structured closing checklists to Excel or your fund admin system. For firms using custom-built portals, the REST API provides full programmatic access to extraction results and workflow status.
Yes. FileSurf operates on SOC 2 Type II certified infrastructure with AES-256 encryption at rest and TLS 1.3 in transit. Each fund or deal can be ring-fenced as a separate workspace with role-based access controls, so your associates on Fund IV cannot access Fund III deal documents. We do not use your proprietary deal data to train any shared AI models. Data retention policies are configurable to meet your LP agreements and regulatory obligations.
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