Pick the deal type, name the industry and describe the deal in a sentence. The AI builds a numbered folder index you can download as CSV.
Create the folders in a HelpRange data room, invite buyers or investors with an e-mail code, require your NDA, and see which documents each party reads.
A good index is agreed early: it tells the other side what to expect, keeps questions organised and makes the room easy to navigate. Review the generated index with your advisers and remove what does not apply.
The checklist is a fixed list you tick. The generator adds folders specific to your industry and deal – e.g. clinical data for biotech or leases for real estate.
Yes – 3 indexes a day per person, no sign-up.
Only a usage counter is kept for the daily limit; the description is sent to the AI for this answer and not stored by HelpRange.