Colabra AI
Colabra AI works with the evidence and context of your selected deal to answer questions, investigate issues, and create reviewable deliverables. You can work in the side panel while reviewing a file or open the conversation in the full Colabra AI workspace.
Start with the right scope
- Open the project you want to work on.
- Open Colabra AI and check the project or file context shown with the conversation.
- State the question and the output you need. Include the relevant period, entities, and audience when they affect the answer.
- Attach or select specific evidence when the question concerns a particular document set.
A project conversation and a question about selected files have different scopes. Check the selection before asking for a comparison or a complete review. Files that have not finished processing may not yet provide usable evidence.
Useful starting requests
| Need | Example request |
|---|---|
| Contract review | “Review the selected customer agreements for consent requirements. Cite the operative clauses and identify missing amendments.” |
| Financial analysis | “Explain the revenue and EBITDA movements for the periods supported by these statements. Separate reported figures from adjustments.” |
| Financial model | “Build an LBO model for this project. Ask me for assumptions that the evidence does not establish.” |
| Decision memo | “Draft an investment memo with the recommendation, supporting evidence, unresolved questions, and next steps.” |
| Follow-up | “Draft seller questions for the missing evidence in this review.” |
Distinguish preparing a draft from asking Colabra to add a request, comment, or evidence file to the project. Name the destination when you want work saved there.
Follow work and respond
A conversation can show a plan, progress, sources, and deliverables as the work proceeds. Open a source or output to inspect it alongside the conversation.
If Colabra asks for information, answer the question in the conversation. If it presents an approval, review the proposed action, target, and changes before approving or rejecting it. Some actions can require a different reviewer or another sign-in, depending on the workspace policy.
You can send follow-up instructions while work is running. Queued messages can be edited, reordered, or removed before they run. Use Stop when the current work should end; stopping does not undo changes already completed.
Sources and external research
Colabra AI can search project evidence and use web research where available. Keep source types clear: an uploaded agreement, a public registry page, and a reviewer’s earlier note support different kinds of claims.
Open citations for the conclusions that drive your decision. Check the current document, relevant passage, period, and entity. A search result or extracted summary is a starting point for review; it does not establish that an entire room has been examined or that an omitted clause is absent.
Review and revise deliverables
Colabra AI can create PDF, Word, Excel, and PowerPoint deliverables. Open the output in the work area, inspect its contents, and ask for a revision in the same conversation. Download the original file when you need to edit or distribute it outside Colabra. A PowerPoint output may display a PDF preview while retaining the original presentation for download.
For financial models, review assumptions, formulas, units, currencies, and scenarios as well as headline results. Values supplied by the team should remain distinguishable from values supported by evidence.
Conversation deliverables and the project’s standard Outputs serve different needs. Use Project reports and outputs for the standard deal reporting set and Excel exports for a structured export of project records.
Return to earlier work
Use conversation history to reopen previous work. Keep revisions in the same conversation when they depend on its evidence and assumptions. Start a new conversation when the question or deal scope changes substantially.
If work fails, inspect the message before retrying. If access or evidence has changed, resolve that first. A completed run means the requested execution finished; your team still owns the review and final conclusion.
To work from an external assistant, use the Colabra connector and plugin guides.