Product
What You Can Do With Stepscale
Upload deal or finance files, run AI review against your whole project, fix findings with your team, then send.
Draft & Review
Run AI review on PDFs and Excel in minutes, not overnight.
Problem
Tight deadlines and thin coverage let errors slip into final PDFs and models.
Stepscale
Result
You sign off knowing the first pass already ran.
Review Findings
Quarterly_IM_Draft_v3.pdf
Page 14 states $4.2M revenue. GL_Ledger shows $3.9M for same period.
Cross-ref: GL_Ledger_Export.xlsx → Sheet "Q3 Revenue"
5.2% growth rate on page 22 copied from prior model. No updated source cited.
Cross-ref: Model_v2.xlsx → "Assumptions" tab
Section 4.1 references "Exhibit C" but no Exhibit C is attached to the document.
Cross-ref: Service_Agreement_v2.pdf → Exhibit index
Cap table on page 31 reflects v1 ownership structure. Current version shows different allocations.
Cross-ref: CapTable_Final.xlsx → "Current"
Reviewed 248 pages across 4 files
in 5 minutes
Cross-Check Everything
Compare drafts to your data room, inbox threads, meeting notes, and prior versions.
Problem
Reviewing one file at a time misses what changed in the model, inbox, or last committee call.
Stepscale
Result
Fewer “we already changed that” moments after send.
Context Sources
Active for this review
Data Room
23 files · Models, financials, legal docs
Inbox Scan
Scanned 14 days of deal-related threads
Meeting Transcripts
3 recorded calls · Oct 4, Oct 11, Oct 18
Prior Document Version
Quarterly_IM_Draft_v2.pdf
Sources actively cross-referenced
Stop Version Drift
Flag conflicting numbers, terms, and dates across files and email.
Problem
Different owners and threads produce conflicting numbers and terms in the same deal.
Stepscale
Result
One story across the package you approve.
Inbox Review
Q4_IM_Draft_v4.pdf · 38 emails scanned
Document lists effective date as April 1. Lead attorney's email on March 10 confirms policy goes live March 15.
Source: Email thread "Policy Timeline Update" → March 10
Draft mandates monthly audits. Compliance team email on Feb 28 clarifies quarterly schedule was approved by board.
Source: Email "Board Decision: Audit Frequency" → Feb 28
Two stakeholders approved different versions via email. No consensus confirmation on the current draft version.
Source: "Approved v2" (Feb 27) vs. "OK to proceed v3" (Mar 2)
Notifications sent to your inbox
Rules & Policies
Scan for gaps against regulations and your own policy language.
Problem
Manual policy checks are slow, easy to skip, and hard to prove later.
Stepscale
Result
Gaps surface before submission, not after.
Compliance Check
Offering_Memorandum_Final.pdf
SEC Regulation D, Rule 506(b)
Accredited investor requirements present and correctly stated
Anti-Money Laundering (AML)
KYC and source-of-funds language included and adequate
FINRA Rule 2210 (Communications)
GapRisk disclosure on page 8 does not meet fair and balanced presentation standard. Past performance referenced without required disclaimer.
Accredited Investor Definition (SEC Rule 501)
ReviewIncome/net worth thresholds referenced match current 2024 limits. Verify all calculations align with updated standards.
Gaps surfaced before submission
One Project Hub
Keep uploads, findings, comments, and approvals in one shared workspace.
Problem
Findings live in inboxes and drives, which makes it hard for the next person to pick up.
Stepscale
Result
Everyone sees the same queue of open items.
Issue Tracker
FY2025_Audit_Q3_Review · 4 open items
Revenue recognition timing discrepancy
Assigned: S. Chen · Source: Income_Statement_v3.xlsx
Accrual calculation inconsistency (Note 7)
Assigned: M. Johnson · Source: Financial_Statements.pdf
Depreciation method change not disclosed
Assigned: A. Lopez · Source: Balance_Sheet_Backup.xlsx
Internal control weakness documentation missing
Assigned: Unassigned · Source: SOX_Compliance_Memo.docx
Approval record
Oct 22, 20243 reviewers · All findings logged with source links
Project Phoenix: Investment Memorandum
Confidential · Draft v4 · 42 pages
Executive Summary
Financial Overview
Revenue & EBITDA
Key Assumptions
Sensitivity Cases
Supporting Schedules
Transaction Terms
Client Communications
Regulatory & Compliance
Approvals & Sign-Off