AI Organise

Organise restructures a hastily assembled data room into one an investor can navigate. It proposes where each document should live, based on the category the AI gave it at upload, and you choose which moves to apply.

How it works

Every document is classified once, when it is uploaded: the Summariser reads it and assigns a category path (see Target structure below). Organise does not read the documents again. When you run it, the Organiser agent takes each file's name, category and a short summary, accounts for the folders that already exist, and proposes which folders should exist and which files belong in each.

Nothing moves straight away. The proposal opens in a preview showing each proposed folder and its files, all selected. Untick any file you want to leave where it is, then choose Apply selected. Files the AI could not place stay where they are, and the preview lists them as unchanged.

After applying, you can undo the last applied proposal for the room, which moves the files back.

Organise is run by hand by the deal team. It needs a paid plan with AI features enabled for your organisation.

Target structure

The layout is fixed, not invented per room. A folder path has up to three levels:

1. Category: one of seven top-level folders: Financials, Legal, Corporate, Technical, Market, Team, Compliance.

2. Document type within that category:

   Category	Types
   Financials	Audited, Management Accounts, Projections, Tax
   Legal	Contracts, IP, Litigation
   Corporate	Cap Table, Board Materials, Incorporation, Governance
   Technical	Product, Architecture, Roadmap
   Market	Customers, Competition, Go-to-Market
   Team	Employment, Equity Incentives, Leadership
   Compliance	Privacy, Security, Regulatory, Insurance

3. Period (for example FY2025 or Q4 2025), only when two or more files share it. A single document sits directly in its type folder.

A document whose category is known but whose type is not is recorded as Category/Unsorted; one the AI could not classify is Uncategorized. Organise leaves both where they are. Where you have already set up folders, it prefers to reuse them rather than create parallel duplicates.

New categories

When a room holds at least three uncategorised files that share a theme the seven categories do not cover, Organise may suggest a new top-level category. The suggestion appears in the preview, and a deal-team member accepts or rejects it. An accepted category applies to your whole organisation, not just this room. At most four can be accepted per organisation. Accepted categories never count toward readiness. Removing one later moves no files; its documents show as Uncategorized again.

Automatic cleanup

When files move into their new locations, folders left empty as a result are removed, including parent folders that become empty in turn. You are not left with a new structure beside the hollowed-out shell of the old one.

When to use it

• After a bulk upload, before you invite anyone — convert a flat dump of files into a navigable room in one pass.
• When a room has grown messy over the course of a raise and needs a reset.
• Before a hand-off, so whoever picks up the deal inherits a self-explanatory structure.

Best practice

• Review the preview. Untick any move that does not suit this deal before you apply.
• Organise before granting access. Investors should meet the tidy version; reorganising while people are in the room is disruptive.
• Run readiness scoring afterwards: it checks for key documents by the same categories.

Organise is one of the AI agents. Like the others that change the room, it proposes and you approve.