From document dump to committee-ready memo
Drop in a deal package and Wagoo reads every document, spreads the financials, flags risks with source-document citations, and drafts a confidence-scored memo in minutes, not hours.
Apex Heights
Financials · Ownership · Risk assessed
| Line Item | T-12 | Pro Forma |
|---|---|---|
| Effective Gross Income | 3,912,500 | 4,142,500 |
| Total Operating Expenses | (859,375) | (922,275) |
| Net Operating Income | 3,053,125 | 3,220,225 |
How it works
Upload the package
Drag in PDFs, Excel workbooks, and emails. Wagoo classifies and parses every document automatically.
AI analyzes in parallel
Specialized agents extract the company profile, spread financials, assess risk, and enrich with web data at the same time.
Export the memo
Review a confidence-scored analysis, then export a formatted DOCX memo and a complete Excel workbook for committee.
Drop the whole package. Wagoo sorts it out.
Drag in the deal exactly as it arrived: PDFs, Excel workbooks, and broker emails. Wagoo classifies each document by type and parses the numbers out, so nobody spends an afternoon renaming files or re-keying a rent roll.
- Automatic document classification for rent rolls, T-12s, personal financial statements, and legal files
- Reads PDFs, Excel, and email attachments
- No templates or field mapping to set up
Five agents, running at once, with a confidence score.
Specialized agents extract the company profile, spread the financials, assess risk, and enrich with web data in parallel. Every extracted figure carries a confidence score, and the T-12 vs Pro Forma spread is pulled straight from the source statements.
- Confidence score on every extracted figure
- Automated T-12 and Pro Forma financial spreads
- Product-aware modules for CRE, ABL, Equipment, and C&I
| Line Item | T-12 | Pro Forma |
|---|---|---|
| Effective Gross Income | 3,912,500 | 4,142,500 |
| Operating Expenses | (859,375) | (922,275) |
| Net Operating Income | 3,053,125 | 3,220,225 |
Every flagged risk points back to its source.
Risk factors are not a black box. Each one links to the exact document and page it came from, so your team can verify a flag without digging through the data room and trust the memo enough to take it to committee.
- Risks cite the source document and page
- Concentration and ownership analysis surfaced automatically
- Verify a flag without leaving the deal
A committee-ready memo and full workbook.
When the analysis checks out, export a formatted DOCX credit memo and a complete Excel workbook structured the way committee expects to read it.
- Formatted DOCX memo with a full section outline
- Complete Excel workbook with the spreads
- Generated in about a minute, not an afternoon
What you get
Review confidence
Confidence scores show which extracted figures are ready to use and which need verification.
Financial spreads
Automated T-12 and Pro Forma spreads pulled straight from the source statements.
Loan-specific analysis
Purpose-built sections for ABL, CRE, Equipment, and C&I deals.
Source-linked risks
Each flagged risk links to the exact source document and page.
Concentration analysis
Automatic A/R, vendor, and ownership concentration analysis.
Committee-ready exports
Export a formatted DOCX memo and complete Excel workbook.