Built by Sonny Ai for Obsidian Deal Ops
How a deal operations firm automated data-room assembly, broker visibility, and deal readiness scoring - replacing manual document chasing entirely.
ILLUSTRATIVE DATACase Study Summary
- Client
- Obsidian
- Industry
- Financial Services - Deal Operations
- Problem
- Manual data-room assembly and no real-time deal readiness visibility for brokers
- Solution
- Custom command suite automating deal tree indexing, data-room assembly, broker dashboards, and gap analysis
- Tech Stack
- React 19, Supabase, n8n, AWS S3, CloudFront, Python (Gotenberg)
- Key Results
- 100% automated pack assembly. Real-time broker visibility. Document retrieval under 200ms. Manual document chasing replaced with automated alerts.
The Problem: Manual Data-Room Assembly and Zero Deal Visibility
Document intake was scattered across email, shared drives, and ad-hoc uploads. There was no single source of truth for what had been received, what was missing, or what was out of date.
Data rooms were assembled by hand. Someone would sit down with a checklist and manually verify every document against every deal requirement. It was slow, error-prone, and completely unscalable.
Brokers and originators had no real-time view into deal readiness. When a lender asked "is this pack complete?", the answer required hours of manual checking.
Funding delays were caused by missing documents discovered too late in the process. There was no objective, automated measure of whether a deal pack was actually ready for submission.
The Solution: A Custom Deal Lifecycle Command Suite
Sonny Ai built a custom command suite that indexes complex deal trees between Google Drive and AWS S3 in real-time. The system deploys an institutional broker dashboard for originators to track deal readiness and mission-critical gaps automatically.
Built using our core capabilities for financial services operations.
Real-Time Deal Tree Indexing
Documents are indexed automatically as they are uploaded. Structured by deal, category, and version. No manual filing needed.
ILLUSTRATIVE DATAAutomated Data Room Assembly
Deal packs are assembled programmatically from indexed documents. No manual compilation. No checklists. No chasing for missing files.
Broker "Deal Health" KPIs
Objective readiness scores for every deal. Brokers can see exactly what is missing, what is expired, and what is holding things up.
ILLUSTRATIVE DATAGap Analysis Engine
Automated identification of missing, expired, or incomplete documents by category. The system tells you what is wrong before a lender does.
ILLUSTRATIVE DATACloudFront Data Mirroring
Document delivery via CDN for sub-200ms retrieval. When a broker needs a document, it loads instantly.
Custom PDF Generation Engine
Institutional-format deal summaries, broker submission notes, and gap reports generated on demand using a Gotenberg-powered pipeline.
Results
Pack Assembly
100% Automated
Broker Visibility
Real-Time
Document Retrieval
< 200ms
Manual Chasing
Replaced
ILLUSTRATIVE DATATechnical Walkthrough
For a deep dive into the deal lifecycle platform - including document versioning, export pack generation, and multi-portal access architecture - read the full technical walkthrough.
Read the full technical walkthrough →Frequently Asked Questions
Your Deal Operations Could Work Like This
If your data rooms are assembled by hand, your brokers chase you for status updates, and you have no objective measure of deal readiness - we have already built the system that replaces it. Book a free workflow audit to see what a command suite would look like for your operation.