AI-POWERED
Upload a SAFE. Get the Terms in 10 Seconds.
Drop any investment document into Spok and AI extracts the structured terms automatically. Valuation caps, discounts, liquidation preferences, board seats — all pulled out and linked to the company profile.
Halcyon AI
Deep DiveFirst call with CEO — strong thesis alignment
Comparable analysis: 3 exits in space at 8-12x revenue
How It Works
Upload any investment document
Drag and drop a SAFE, term sheet, convertible note, subscription agreement, or pitch deck. Spok accepts PDFs, Word documents, and common Office formats.
Halcyon AI
Deep DiveFirst call with CEO — strong thesis alignment
Comparable analysis: 3 exits in space at 8-12x revenue
AI extracts and classifies the terms
The extraction engine reads the document, classifies its type, and pulls out every relevant term. A reflexion pass double-checks the output for accuracy before presenting results.
Halcyon AI
Deep DiveFirst call with CEO — strong thesis alignment
Comparable analysis: 3 exits in space at 8-12x revenue
Review terms in the split-panel viewer
See the original document side-by-side with extracted terms. Verify, edit, or approve each field. Approved terms are saved to the company profile and investment record.
Halcyon AI
Deep DiveFirst call with CEO — strong thesis alignment
Comparable analysis: 3 exits in space at 8-12x revenue
Capabilities
AI Extraction with Reflexion
The AI extracts terms, then runs a second pass to verify accuracy. This reflexion loop catches errors that single-pass extraction misses.
11 Document Types
SAFEs, term sheets, convertible notes, subscription agreements, side letters, pitch decks, cap tables, board resolutions, shareholder agreements, warrant agreements, and financial statements.
Auto-Classification
The AI identifies the document type automatically. Upload a PDF and Spok knows whether it is a SAFE, term sheet, or pitch deck without manual tagging.
Split-Panel Viewer
View the original document on one side and extracted terms on the other. Click any extracted field to jump to the source text in the document.
Office Format Conversion
Word documents, Excel files, and PowerPoint presentations are automatically converted for viewing and extraction. No need to convert to PDF first.
Structured Terms Output
Extracted terms are stored as structured data — valuation cap, discount rate, interest rate, maturity date, pro rata rights, and more — ready for portfolio tracking.