Trace the numbers.
Link extracted figures and draft sections to the source documents. Keep the entity, reporting period, currency and units with the data.
More time on deals.
Less on paperwork.
We learn how your team prepares a financing file, then build agents to collect documents, extract the numbers and assemble the draft. Your team reviews the deal. Zuzora does the preparation.
A conversation with a founder about your team and your systems.
For financing teams, commercial brokers and analysts preparing complex files.
Time back.
On a real financing workflow.
Cooper HarrisonPrincipal & Co-founder, Lakepoint Capital
15 hrs2 hrs
Preparation time per financing file at Lakepoint Capital.
A Zuzora agent prepares information for the financing file. The RFF writer reviews it.
Client-reported by Cooper Harrison for Lakepoint’s workflow.
About the deliveryYes. We automate that.
We build around your document checklist, financial schedules and file format.
| Your team’s workload | What the agent prepares | What lands on your desk |
|---|---|---|
| Document intake & organization | Gather documents from approved sources and sort them by deal, entity, type and version. | An organized working file. |
| Completeness & follow-ups | Check your required-document list. Flag missing or outdated records and prepare requests. | A clear list of what is still needed. |
| Financial data extraction | Pull figures from statements, tax records and bank documents, retaining dates, units and references. | Structured figures with their sources. |
| Financial schedules & spreading | Populate your income, cash flow, asset, liability and debt schedules using the supplied records. | Prepared schedules in your format. |
| Cross-document checks | Compare entities, dates, amounts and totals across the records. Surface discrepancies for review. | A focused list of items to resolve. |
| Background & draft narratives | Organize the supplied business, borrower and project details into draft financing-request sections. | A sourced first draft. |
| File & package assembly | Populate your team’s templates and organize the supporting documents for the package. | A financing file ready for review. |
| Revisions & reviewer handoff | Incorporate new documents, track changes and prepare the next version for your reviewer. | A clear handoff and revision history. |
One workflow built around your team, from document intake to a prepared file. You set the format and the review standard.
The agent prepares.
Your team decides.
Review the work with the evidence beside it.
Make gaps visible.
Flag missing records, conflicting figures and unsupported assumptions. Give the reviewer a clear list of what needs attention.
Keep professional judgement with people.
Your team reviews the analysis, chooses assumptions, makes recommendations and authorizes the final submission. File access follows the roles you approve.
Your file process.
Our engineering team.
We work with the people preparing and reviewing the files, then build and maintain the agent around them.
Learn a representative file.
Walk through your documents, templates, handoffs and review standards. Measure the time spent preparing it.
Build and test the workflow.
Connect the approved sources, prepare a draft from your records and work through the gaps with your reviewers.
Measure the time reclaimed.
Compare preparation hours and rework against the starting point. Improve the workflow as your requirements change.
What could your team do
with that time back?
Bring your file-preparation process. We’ll identify the work an agent can take on and the review points your team keeps.
Book a workflow assessment
Start with your process. Leave with a clear next step.