---
title: "Kolena Free Trial for SmartBrief"
url: "/lp/smartbrief-acquisition-refinancing/"
updated: 2026-09-15T02:56:59.66723+00:00
---

# Kolena Free Trial for SmartBrief

DATA ROOM 147 files PDF · XLSX · SCANNED NO NAMING CONVENTION KOLENA READ · CITE · COMPARE DILIGENCE RECORD Normalised operating statement Broker assumptions vs. documents Non-standard lease clauses Rent roll vs. executed leases Environmental & PCA findings built 4 variances 2 flagged reconciled summarised EVERY LINE CITED TO ITS SOURCE PAGE · ILLUSTRATIVE OUTPUT

Every answer is cited back to the page it came from, so the variance you act on is one click from the clause that caused it.

Why Kolena

## Built for diligence, not for chat.

Three ways to get answers out of a data room. Only one of them survives an investment committee.

The shortcut

### A general-purpose chatbot

Answers confidently, cites nothing, and quietly ignores the other 140 files. Nothing it produces can go into an IC memo without being redone by hand.

The old tool

### A traditional extraction tool

Works until a document arrives in a format the template didn't expect, which, in a real data room, is most of them.

The way that holds up

### Kolena's AI agents

Read every file as it arrives, return your fields in your own template, and cite each answer to the page it came from.

What the Agent Does

## Four things, on the documents you already have.

01

### Ingests messy data rooms

Historical leases, prior appraisals, environmental reports, tax records. No renaming, no refoldering, no consistent format required.

02

### Compares assumptions side by side

What the offering memo claims against what the executed documents say, with each answer cited to its source page.

03

### Surfaces deal risk pre-close

Non-standard clauses, co-tenancy and termination rights, and the gaps between a rent roll and the leases behind it.

04

### Lands in your own template

Excel, SharePoint, or straight into the acquisition model your team already runs. The agent is configured to your format, not ours.

What It Reads

## The whole stack, not the tidy part of it.

Bring a live deal. The agent handles the documents diligence actually arrives in.

Offering memoranda Historical leases & amendments Rent rolls T-12s and P&Ls Prior appraisals Environmental reports Property condition assessments Estoppels & side letters PSA / LOI Lender term sheets Tax records Scanned and image-only PDFs

The Two Weeks

## Configured first, so the trial is a real test.

A generic trial tells you nothing. Twenty minutes up front means you spend the fortnight on your own deals, in your own output format.

1

### Twenty-minute scoping call

Walk us through your diligence checklist and the template your team fills. That becomes the agent's output schema.

Day one

2

### Your agent, configured

We set it up against your fields and your naming, then hand you the keys. Nothing to install.

Within hours

3

### Two weeks of live deals

Run it on real data rooms and compare the output to what your analysts produced by hand.

Days 2 to 14

99.2%

Extraction accuracy

Measured across production document workflows.

SOC 2

Type II certified

Your documents are never used to train models.

1,000s

Documents in parallel

Portfolio scale is not a separate project.

## What Vertical AI looks like in production

Real estate firms, insurers, banks, and financial institutions cut turnaround times by 95%+ with Kolena's AI-powered document automation.

- Jeanette Oliver
- Aaron Ingram
- Kristin Walker
- Matthew Mayer
- Agnes Tsui