Organize and search every project document with AI
Upload PPAs, leases, permits, and agreements. Basepoint extracts key terms, indexes everything, and keeps the whole library searchable.
Updated October 2026
Scan the data room you were sent
Point a scan at an incoming Dropbox or SharePoint room and every file comes back classified by document type and counterparty, with risk, key terms, and financials pulled into one reviewable table.
Assemble the one you send
The data room assembly workflow builds the outgoing room from the project record, then drafts the gap list and document request memo for whatever is missing.
A librarian on call
The Files assistant works the library directly: draft a folder structure for the portfolio, audit files by project stage, or find the one agreement nobody can locate.
Documents that answer questions
Extraction with citations
PPAs, leases, interconnection agreements, and permits give up their key terms, dates, obligations, and figures, each with a citation to the source page.
Search by meaning
Find the clause itself: search across the portfolio by keyword, clause type, or extracted data point.
Living documents
DOCX and spreadsheets open as editable living files in the browser, and SharePoint-synced folders stay current on a schedule.
Frequently asked questions
What file sources can Basepoint ingest?
Direct uploads and folder drops, plus connected SharePoint, Box, Google Drive, and Dropbox folders that sync on a schedule.
How does extraction handle big documents?
Extraction is built for real project files, including multi-hundred-page PDFs, and files every result into the project record with citations.
Can outside parties access documents?
Through data rooms: scoped, shareable spaces with access controls and access history, built for diligence and financing workflows.
What does extraction pull from a lease?
Parties, term, rent and escalators, acreage, and option structure, with each value cited back to the page it came from, so the abstract is checkable rather than taken on faith.
Can Basepoint scan a data room we receive?
Yes. An incoming data room gets scanned into a gap list and a drafted document request, so diligence starts from what is missing instead of what happens to be there.
Do Word and Excel files stay editable?
Yes. They open as living documents in the browser with formatting and formulas intact, and export back to their native formats whenever someone needs the file itself.
Feed it a real document
Bring a PPA or a lease to the demo and watch the terms come out with citations attached.