Module 1
Document intelligence
Every surfaced insight is automatically added to the intake model and this client's knowledge base. Remove any that shouldn't inform downstream reasoning.
Document Intelligence · RAG-backed
Insights from your data room
Every uploaded document is chunked, embedded, and queried against Kaptrix diligence prompts. Insights are auto-synced into the intake model and this client’s knowledge base — remove any that shouldn’t inform downstream reasoning.
Deck claims production multi-model failover, but no supporting architecture diagram describes a provider abstraction layer. Elevate as a priority validation item.
“Our proprietary multi-model routing layer automatically fails over between Claude, GPT-4, and Llama-based endpoints with sub-second switchover.”
Shared embedding infrastructure with logical-only tenant isolation is a material risk for privileged legal content. Likely to drive sensitivity-dimension score downward.
“Customer workspaces share a single Pinecone index with per-tenant namespaces; queries are filtered by tenant_id at retrieval time.”
Only Type I today — enterprise legal buyers will require Type II before deep pipeline conversion. Factor into value-creation roadmap.
“Company obtained Type I SOC 2 in Q4 2025; Type II observation window closes Q3 2026.”
Three of six vendors carry AI supply-chain exposure (Anthropic, OpenAI, Pinecone). Concentration risk on Anthropic flagged for scenario modeling.
“Anthropic (primary LLM), OpenAI (embeddings + fallback), Pinecone (vector), AWS (compute), Auth0 (identity), Datadog (observability).”
Margins reasonable for AI-native SaaS but sensitive to foundation-model pricing. Cost-per-inference visibility needed to underwrite margin durability.
“ARR of $14.2M at 128% NDR, burn multiple 1.4x, gross margin 71%.”
Enterprise logo set is real. Reference concentration low enough to support customer-reference calls with diversified sample.
“18 paying enterprise logos including three AmLaw 100 firms and two in-house legal teams at Fortune 500 companies.”