SOLUTIONS | LENDERS & CREDIT TEAMS

Credit decisions on evidence you can trace.

Plausity reads the data room behind a financing, surfaces material findings and evidence gaps, and links every statement to the document, page and paragraph it comes from. Your credit team keeps the judgement.

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Tablet on a desk showing a capital structure map
Every finding links back to its source document, page and paragraph.
Missing or thin evidence is flagged, not filled in.
Reports are structured for investment committees, lenders and boards.
WHY IT FITS

Lenders read the same data room as the buyer, with a different question.

A credit team needs to know what could impair repayment and whether the evidence supports the numbers it is being shown. Plausity structures the data room into findings by workstream, scores them for materiality and shows where the supporting evidence is missing, so your team can spend its time on the credit view.

Office lobby with a view over the water

Connect the data room and start from structure

Plausity connects to leading VDR providers, classifies documents and extracts structured data from PDFs, Word, Excel, PowerPoint and scanned files with built-in OCR. New uploads are processed as they arrive and earlier findings are re-evaluated.

Data Room IngestionAI Analysis Engine
Uploading internal documents and adding external sources in Plausity

See material risks first

Findings are categorised by workstream, severity and materiality, with red flag and dealbreaker alerts, so the issues that matter for a credit decision rise to the top.

Findings & Risk Intelligence
⚑
Red Flag
High Severity
Material litigation pending — €2.4M exposure from a product liability claim filed in Hamburg District Court. Trial date set for March 2026.
📄Legal_Risk_Register.xlsx
Page 12

Know where the evidence is thin

Evidence Gap Detection maps the evidence each diligence question expects and flags where it is absent or insufficient, so follow-up requests go out early.

Evidence Gap Detection
Plausity checklist mapping data room documents to the information each workstream needs

Ask questions, get cited answers

Ask about revenue quality, contractual exposure or regulatory readiness across the completed findings. Each answer is tied to the specific document, page and paragraph behind it.

AI Q&A Assistant
AI Assistant
What are the key financial risks in this transaction?
Based on my analysis of the data room, I've identified 3 key risks:
1.Revenue concentration — Top 3 clients represent 47% of revenue
2.Working capital — DSO increased from 45 to 68 days
3.Pending litigation — €2.4M exposure in ongoing dispute

Reports in your format

Export reports and red flag summaries to Word, PowerPoint or PDF, with your firm's branding and formatting standards applied.

Reports & Deliverables
Deliverables
Export Report
Your DD report is ready. Choose a format to export.
PDF
DOCX
PPTX
WHAT STAYS WITH YOUR TEAM
  • The credit decision, pricing and structure.
  • Which follow-up requests go to the borrower or the sponsor.
  • Review and approval of every finding before it leaves your team.
SECURITY COMMITMENTS

What we commit to on security.

  • Data is encrypted in transit using TLS 1.2+ and at rest with AES-256 encryption.
  • Vulnerabilities are prioritised by severity: we commit to remediating critical issues within 48 hours and high-severity issues within 7 days.
  • In the event of a security incident, we commit to notifying affected customers within 72 hours.

These commitments are published on our Security page →

Frequently asked questions

No. Plausity structures diligence into findings with citations and surfaces material risks and evidence gaps. The decision, pricing and structure stay with your team.

Yes. Every finding links to the source document, page and paragraph, so reviewers can verify it in one step.

PDFs, Word, Excel, PowerPoint, images and scanned documents, using built-in OCR.

Yes. Reports export to Word, PowerPoint or PDF and can carry your firm's branding, cover pages and formatting standards.

See how Plausity supports a credit review.

Book a demo and walk through a data room review with source-linked findings and evidence gaps.

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PLAUSITY

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