Docketry | Enterprise

Docketry Streamlines Debt, Equity, and M&A Workflows

From Documents to Decisions

Transform your financial services operation. Automate the document-intensive, high-stakes workflows at the core of debt financing, equity fundraising, mergers & acquisitions, and capital markets—with agentic AI that delivers accuracy, audit, and speed from deal sourcing to post-close.

Why Docketry for Financial Teams?

Why Docketry for Financial Teams?

Instantly extract, classify, and structure critical documents (deal decks, purchase agreements, NDAs, term sheets, and more) to accelerate every transaction.

AI Due Diligence Readiness

Deploy agents to scan data rooms, flag risks, and automate Q&A—ensuring nothing falls through the cracks in high-value deals.

End-to-End Debt & Equity Financing Automation

Digitize investor onboarding, automated covenant tracking, credit package assembly, and regulatory checks.

M&A Integration Champions

Unify pre- and post-merger document workflows so nothing is lost, and all compliance is provable—no matter how complex.

Full Transparency & Security

100% auditable actions, role-based access, and regulatory-ready logs—trusted by the world’s top financial institutions

Unlock 5 Critical Workflows for Modern Finance Teams

Automated Investor & Counterparty Onboarding

Deal Document Extraction & Structuring (LoIs, DPA, NDA, PPM, Board Minutes, Audit Trails)

Due Diligence Data Room Scanning & Risk Alerts

Debt Package Compilation & Covenant Monitoring Agents

Post-Merger Integration: Compliance, Audit, and Reporting Automation

Results That Matter to Private Equity, Corporate Finance, and Investment Banks

Slash deal cycle time with instant document-to-data workflows
Automate hundreds of compliance steps—reduce risk, meet all audit requirements
Seamlessly connect to DocuSign, DealCloud, Intralinks, VDRs, CRM, and banking systems
No rip-and-replace: Works alongside your existing stack, including legacy platforms
Agents “learn”your process—customize, scale, and adapt to your unique deal flow

“Docketry agents handle our due diligence with zero dropped details. Debt financings close faster, and our post-close audit trails save us countless hours.”

—Managing Director, Global Investment Bank

Transform Every Transactional Process, End-to-End

No IT bottleneck: Business users create workflows, deploy agents, control outcomes
Secure and compliant: SOC2, GDPR, region-aware cloud and on-premises options
Custom or template: Prebuilt agent blueprints for debt, equity, and M&A—or build your own in minutes

Modernize Your Financial Operation

Today

Book a Private Demo with Finance AI Experts

Docketry Streamlines Debt, Equity, and M&A Workflows

From Documents to Decisions

Why Docketry for Financial Teams?

Unlock 5 Critical Workflows for Modern Finance Teams

Results That Matter to Private Equity, Corporate Finance, and Investment Banks

Transform Every Transactional Process, End-to-End

Modernize Your Financial Operation

Today

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