AI WORKSPACE FOR DEAL TEAMS
The deal changed.
Your work should know.
Underlying connects data-room sources, research, AI workflows, review, and deal deliverables in one workspace. When evidence changes, the team can see which findings and outputs need another look.
Private early access · Start with one live workflow · Clear fit and pilot scope
Evidence chain Inspectable end to end
01
SOURCESourceBoard pack · p.42
indexed
02
ANALYZEAnalysisRevenue concentration
cited
03
REVIEWFindingHigh materiality
reviewed
04
DELIVERDeliverableIC memo · v3
ready
src_4f92→run_81ac→claim_204→export_v3
Built first forPrivate equityInvestment bankingTransaction advisoryDeal counsel
INSIDE THE WORKROOM
From new evidence to the next decision.
A room does more than store files. It connects new source activity to stale findings, review work, open requests, models, memos, and the next decision the team has to make.
GOOD MORNING, PRIYAThe deal moved.
The deal moved.
Your workroom knows.
CRITICAL
Customer A represents 22% of LTM revenue
4 sourcesMSA renewal remains verbal. Source changed 18 minutes ago.
Source change→Finding stale→Reviewer assigned→Memo blocked
START NARROW
Bring the workflow already costing the team nights and review cycles.
Underlying is sold around a concrete operating problem, not a platform tour. A first engagement scopes the sources, steps, reviewers, exceptions, and output for one live workflow.
Diligence red-flag report
Scan the room, promote material findings, and route each claim to the right reviewer.
IC memo evidence chain
Build memo sections from reviewed findings and see what becomes stale when a source changes.
Contract and lease review
Extract terms across a document set, inspect exceptions, and retain page-level support.
Management meeting prep
Turn open findings, gaps, and prior transcripts into a focused question plan.
THE CATEGORY GAP
The market has copilots. High-stakes teams need a workroom.
A chat answer is useful. A reviewed matter record is operational. Underlying connects AI work to the people, sources, decisions, and deliverables around it, so the team can keep moving without losing control.
Ask
Cited chat over the sources your team has permission to use.
Analyze
Matrices and sandboxed numeric analysis with evidence at result level.
Run
Reusable workflows with tools, budgets, retries, and human checkpoints.
Review
Findings, comments, materiality, assignments, and sign-off decisions.
Deliver
Versioned work product assembled from reviewed, source-backed claims.
PLATFORM
Every surface works from the same evidence base.
Move between open-ended investigation and repeatable execution without copying context between disconnected tools.
Workspace knowledge
Bring files and connected sources into an organization-isolated workspace. Organize them by matter, mandate, or team before AI touches the work.
Cited investigation
Ask questions, inspect the supporting passage in context, and move from an answer into a deeper analysis without losing the source trail.
Structured analysis
Run questions across files in a matrix or execute numeric analysis in an isolated sandbox. Each result carries evidence back to its source.
Reusable workflows
Turn repeatable work into governed, multi-step runs with typed inputs, tool permissions, budgets, retries, and approval points.
Review and findings
Promote important outputs into findings, assign materiality, attach evidence, discuss them with the team, and record the review decision.
Controlled deliverables
Compose source-backed claims into deliverables. Track reviewers and versions, then export only when the required checks are complete.
WHY UNDERLYING
Review is not the last step. It is part of the system.
Explicit access boundaries
Organizations, shared workspaces, and private workspaces have separate membership and capability controls.
Evidence at the point of use
Citations stay attached through chat, matrices, analyses, findings, workflow outputs, and deliverables.
Visible agent execution
Traces show steps, sources, tool activity, status, tokens, and timing so a reviewer can inspect what happened.
Controlled outputs
Deliverable claims can carry reviewers, review status, citations, versions, and an export record.
FREE 12-POINT SCORECARD
Is this workflow ready for AI?
Score one real process across evidence quality, repeatability, review burden, change risk, and output controls. You will know whether to automate, redesign, or leave it alone.
5 MINUTES · PRINTABLE · NO SALES CALL
WORKFLOW FIT REVIEW
Bring one hard workflow.
Leave with a clear next step.
Show us the sources, review steps, exceptions, and final work product. We will map the fit, identify gaps, and define a credible pilot scope if Underlying is the right system.