AI Organise

Organise restructures a hastily assembled data room into one an investor can navigate. The AI reads what your documents contain and proposes a folder structure, without you sorting files by hand. You preview the structure before anything moves.

How it works

You trigger Organise on a data room. The Organiser agent examines the documents you have, accounts for any folders that already exist, and proposes a structure: which folders should exist and which documents belong in each.

Nothing moves immediately. You receive a preview of the proposed structure — the folders it would create and where each file would go — and nothing changes until you confirm it. Reject the proposal and nothing moves.

Target structure

The Organiser is opinionated toward data rooms rather than personal file systems. It prefers:

• Broad, flat categories over deep nesting — a small number of clear top-level folders rather than nested hierarchies.
• Shallow depth — it creates a subfolder only when enough files justify one.
• Folders worth opening — it avoids isolating single files into their own folders; small groups stay with their parent.
• Reuse of existing folders — where you have already set up folders, it consolidates into them rather than creating parallel duplicates.

The result is a structure an investor can scan in seconds and immediately know where to look.

Automatic cleanup

When you confirm a proposal and files move into their new locations, folders left empty as a result are removed automatically, including parent folders that become empty in turn. The room ends up clean, not merely rearranged: you are not left with a new structure beside the hollowed-out shell of the old one.

When to use it

• After a bulk upload, before you invite anyone — convert a flat dump of files into a navigable room in one pass.
• When a room has grown messy over the course of a raise and needs a reset.
• Before a hand-off, so whoever picks up the deal inherits a self-explanatory structure.

Best practice

• Always review the preview. The default structure is sound, but you know which grouping matters for this deal. Check the preview against that before confirming.
• Organise before granting access. Investors should meet the tidy version; reorganising while people are in the room is disruptive.
• Run readiness scoring afterwards — a well-organised room makes gaps easier to spot.

Organise is one of the AI agents. Like the others that change the room, it proposes and you approve.