AI-driven platform for
sell-side M&A.
The transaction operating system for modern sell-side M&A. Manage document collection, memorandum drafting, buyer outreach, and Q&A — all in one place.
No spam. Just one launch update.
One platform.
Every workflow.
Everything your team needs to run a sell-side process, from kickoff to close.
Document gathering
Automate information requests with intelligent follow-ups. Collect, organize, and validate client documents without the back-and-forth.
Drafting memoranda
Generate investment memoranda and teasers from collected data. AI drafts, you refine — cut prep time from weeks to days.
Buyer research & outreach
Identify strategic and financial buyers with AI-powered research. Manage outreach campaigns and track engagement in one place.
Q&A management
Centralize buyer questions and seller responses. Track answer status, flag duplicates, and ensure nothing falls through the cracks.
Client updates
Give clients real-time visibility into their deal. Automated status dashboards replace manual update emails.
Data room management
Organize and manage your data room with AI assistance. Get insights on document gaps and automate the structuring process.
AI-assisted
document gathering
Upload hundreds of files and let AI classify them instantly. Every document is categorized, tagged, and searchable — so your team can find what they need in seconds, not hours.
Track every
information request
See exactly what's been received, what's pending, and what's overdue. Automated follow-ups keep things moving without another email from your team.
Your deal copilot,
always ready
Ask any question about the deal and get instant, sourced answers from your documents. Revenue trends, key risks, contract details — no more digging through files.
What breaks sell-side M&A
Fragmented tools
Email, spreadsheets, file shares, CRMs — advisors juggle a dozen tools that don't talk to each other. Context gets lost, work gets duplicated.
Manual grind
Hours spent formatting memos, chasing documents, and updating trackers. Your analysts are doing copy-paste work when they should be doing analysis.
Poor quality data
Incomplete client data leads to weak materials and wasted buyer meetings. Bad inputs create a cascade of rework downstream.
More capacity,
less manual work.
Plomo handles the repetitive work so your team can focus on what actually moves deals forward — relationships, judgment, and strategy.
Frequently asked questions
Can't find what you're looking for? Reach out and we'll get back to you.
Get in touchWhat is Plomo?
Plomo is an AI-powered platform built for M&A advisory teams. It automates the repetitive parts of sell-side processes — document gathering, classification, information requests, and memo drafting — so your team can focus on relationships and deal strategy.
How does AI classification work?
When you upload documents, Plomo's AI instantly categorizes them into your deal taxonomy — financials, legal, contracts, and more. Each classification includes a confidence score, and anything below threshold gets flagged for manual review.
Can I use my own due diligence checklist?
Yes. Upload any checklist in Excel or PDF format and Plomo will parse it into structured information requests. The platform maps incoming documents to checklist items automatically, so you always know what's been covered and what's still outstanding.
Is my deal data secure?
Absolutely. All data is encrypted at rest and in transit. Each deal is fully isolated, and we never use your data to train AI models. Plomo is designed for the confidentiality requirements of M&A transactions.
How do I get started?
Request early access through our website. We'll schedule a walkthrough of the platform, help you set up your first deal, and provide hands-on onboarding for your team.