// Platform Feature

Data Room.

Your Business Intelligence Foundation

The Data Room is where your ANATOMI engagement begins. Every document you upload becomes structured intelligence — read by Aldus, our AI, and converted into the diagnostic evidence that drives your assessment, roadmap, and partner matching.

Intake Process

Plug In. We Handle the Rest.

No reformatting. No templates. Just drop in your existing files — however they're organized — and Aldus reads them.

ALDUS INTAKE ENGINE
STANDBY
// INPUTDocument Queue
XLSXP&L_2024.xlsx
○
PDFOrgChart.pdf
○
DOCXSOP_Operations.docx
○
PDFTaxReturn_2023.pdf
○
CSVCustomerList.csv
○
PDFVendorContracts.pdf
○
Ⓐ
ALDUS
Awaiting documents
OCR + Vision AI
Data Structuring
Gap Scoring
// OUTPUTGaps Identified
Owner-Dependence RiskEL-02
Executive Leadership
No Documented SOPsOP-01
Operations
Revenue ConcentrationSM-03
Sales & Marketing
Missing Succession PlanHR-04
Human Resources
Tech Stack Under-indexedIT-02
Technology
Awaiting analysis...
📊
XLSX / CSV
Spreadsheets

Financial models, revenue data, payroll exports, KPI trackers, inventory sheets — drop them in as-is.

📄
PDF
PDFs & Reports

Tax returns, contracts, SOPs, board decks, audited financials, compliance docs — any PDF is readable by Aldus.

🖼️
PNG / JPG
Images & Screenshots

Screenshots of dashboards, photos of org charts, scanned documents — Aldus reads them via OCR and vision AI.

📝
DOCX / DOC
Word Documents

Job descriptions, policies, operating procedures, proposals — structured text Aldus parses directly.

☁️
SharePoint
SharePoint Sync

Already organized in SharePoint? Link your drives directly. Aldus reads your live folders without manual re-upload.

📎
ANY FORMAT
Everything Else

Presentations, scanned receipts, bank statements, email exports — if it contains information, Aldus can extract it.

Powered by Aldus AI

What Aldus Extracts

Trained specifically on business diagnostics — not a general-purpose chatbot.

→
Financial Normalization: Identifies owner compensation, personal expenses, one-time items, and accounting elections — builds the addback schedule automatically.
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Organizational Risk Mapping: Detects owner-dependence patterns, single points of failure, and succession gaps from org charts and role documentation.
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Revenue Concentration Analysis: Calculates customer concentration risk, recurring vs. one-time revenue ratios, and contract duration profiles.
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SOP Coverage Scoring: Assesses what percentage of core operational processes are documented, current, and embedded — vs. held in people's heads.
→
Tech Stack Benchmarking: Compares your software inventory against industry peers — identifying over-spend, gaps, and automation opportunities.
→
Cross-Document Consistency: Flags discrepancies between tax returns, financial statements, and operational data — surfacing anomalies before a buyer does.

Data Security

Your Documents Stay Yours

[ENC]
End-to-end encryption
All documents encrypted in transit and at rest.
[SCO]
Client-scoped access
Your data is only accessible to you and authorized MainSquare advisors.
[NO3]
No third-party sharing
Your documents are never shared, sold, or used to train external models.
[DEL]
Deletion on request
Full data deletion available at any time upon request.

Ready to Begin

Build Your

Data Room.

Upload your documents and let Aldus build your diagnostic baseline.

Book a Call

MAINSQUARE.CO