---
title: "Kolena Free Trial for SmartBrief - Due Diligence for Acquisitions & Refinancing"
url: "/lp/smartbrief-free-trial-due-diligence/"
updated: 2026-09-09T16:07:33.44728+00:00
---

# Kolena Free Trial for SmartBrief - Due Diligence for Acquisitions & Refinancing

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.

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 underwriting 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