Working a deal
Deal documents
Upload CIMs, financials, and correspondence to a deal, organize them into categories, and let numan read them.
Uploading
On the deal page’s Documents card, click Upload documents or drop a dataroom, or drag files onto it. An upload receipt shows how each file went.
- Accepted: PDF, Word, Excel, PowerPoint, CSV, text files, and JPEG, PNG, or WebP images.
- Up to 25 MB per file. Large drops are split into batches automatically.
- You can also capture a whole data room with the browser extension.
Categories
Click + Add category to group files your way. numan’s own outputs for the deal (the deal memo, decision summary, buy signal, and fit check) are kept in a pinned “Numans analysis” category.
When you upload a file, numan files it into a category for you. To move it, open the file’s details (the “i” icon) and pick another category. Auto-filing uses AI credits. Without credits, new files go to “Other”.
Who can see them
Documents are private to your workspace and stored in a private bucket. They aren’t shared with brokers, other buyers, or advertisers.
Still stuck? Contact us.