Business teams

Build around the way your team works.

Turn a manual process into an application that brings its information, rules and actions together. Give people a consistent place to complete the job and adapt the application as requirements change.

Contact Sales
Deal ScreeningHalden Foods - CIMNeeds reviewFilesTableChat
Halden Foods - CIM.pdfp. 6 of 42
p. 6

Revenue: $84.0M.

p. 6

Adjusted EBITDA: $12.6M.

p. 3

Sector: Food manufacturing.

p. 18

Customer concentration: 38%.

Extracted4 fields
Revenue$84.0Mp. 6
Adjusted EBITDA$12.6Mp. 6
SectorFood manufacturingp. 3
Customer concentration38%p. 18
Checks
Revenue inside mandate
Customer concentration below 30%Top customer is 38% of revenue
Open sourceApprove review

Examples to start from

Document workflows your team or clients can use.

Start with a job in the app library, connect the sources and configure the checks and approvals for the team using it.

  • Review cited figures and mandate checks before moving a deal to diligence.

  • Incoming NDAs and vendor contracts checked against your playbook, with each deviation quoted and a suggested position for the reviewer.

  • Claim packets from the inbox sorted into a record and a timeline, checked against the policy and ready for an adjuster to approve.

  • Read technical requirements and commercial terms before approving a priced scope.

Deal ScreeningHalden Foods - CIMNeeds reviewFilesTableChat
Halden Foods - CIM.pdfp. 6 of 42
p. 6

Revenue: $84.0M.

p. 6

Adjusted EBITDA: $12.6M.

p. 3

Sector: Food manufacturing.

p. 18

Customer concentration: 38%.

Extracted4 fields
Revenue$84.0Mp. 6
Adjusted EBITDA$12.6Mp. 6
SectorFood manufacturingp. 3
Customer concentration38%p. 18
Checks
Revenue inside mandate
Customer concentration below 30%Top customer is 38% of revenue
Open sourceApprove review

How it fits

Configure the workflow around the client.

Each client keeps its own sources, rules, reviewers and workspace. Reuse the workflow pattern and configure the document checks for that engagement.

Comes in from

  • Source documentsCIMs, teasers, financial models, diligence findings and expert-call transcripts.
  • Your records and rulesCriteria, thresholds and prior decisions
Strive
  1. 01ReadDocuments and records with sources retained
  2. 02CheckAgainst your criteria and agreed terms
  3. 03ReviewPeople approve the findings and next action

Goes out to

  • A review appA deal pipeline, a call log and an editable investment memo with sources.
  • Approved resultsExport or write back after review

How you work on Strive.

Start from a template

Pick a template close to your process and adapt it to your data and rules.

Ask for changes

Ask the Assistant to add a field, a step or a screen, and review the change before it goes live.

One place for the work

Give people one place to see the work, the next step and its status.

Security

Security your IT team will sign off on.

SOC 2 Type II audited controls, encryption everywhere, single sign-on and role-based access. Your data never trains a model.

Security

SOC 2 Type II

Independently audited security controls, tested over time.

Europe

GDPR

Personal data handled under the EU's data protection rules.

California

CCPA

Personal data handled under California's privacy law.

Controls

Encryption

Encryption runs on every layer, built on Google Cloud's security controls. Data is encrypted at rest with keys held in Google Cloud KMS, and every connection is encrypted in transit, including traffic between our own services. The credentials your connections use are encrypted too, and never appear in an app.

At rest
AES-256, on Google Cloud.
Keys
Held and managed in Google Cloud KMS.
In transit
TLS on every connection into the platform.
Inside the platform
Traffic between our own services is encrypted too.
Connection credentials
Stored encrypted and entered through secure forms. Never shown in apps.
Exported apps
Credentials are left out.

No training on your data

Your data is never used to train AI models, and the AI services we use don’t train on it either: we use them on enterprise terms that exclude training. A data processing addendum makes our commitment contractual, and you decide how long your data is kept.

AI model training
Your data is never used to train AI models.
AI services
Used on enterprise terms, so they don’t train on your data either.
In writing
A data processing addendum makes it a contractual commitment.
Retention
You decide how long your data is kept.

Single sign-on

People sign in with the identity provider you already use: Google, Microsoft, Okta, or any provider that supports SAML or OpenID Connect. Their groups map to roles in Strive, so the right access follows them in. Systems connect with API keys.

Providers
Google, Microsoft, Okta, and any provider that supports SAML or OpenID Connect.
Protocols
SAML and OpenID Connect (OIDC).
Roles
Groups in your identity provider map to roles in Strive.
Systems
API keys.
Rate limits
Requests are limited for each organization.

Role-based access

Role-based access control: each person has a role, and the role decides which apps, data and actions they can use. The Assistant works with the same access as the person using it, so it can only see and do what they can.

Roles
Assigned to each person, or mapped from groups in your identity provider.
Apps and data
A role decides which apps, records and actions a person can use.
The Assistant
It has the same access as the person using it, no more.
Changes it proposes
They wait for someone with the right role to approve them.
Actions that cost money
They ask for confirmation first.
Organizations
Each organization's data is kept separate.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

Contact Sales

An hour of your time and a process you know well. That's all it takes.