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Plox AI For Data Rooms

Plox AI is built directly into your data rooms to transform static pitch decks into actionable insights. It automatically extracts the most important details, from hooks and company bios to financial and traction metrics, and displays them in a clear dashboard with growth graphs. This saves founders hours of manual work and gives investors instant clarity into your company’s performance.

2 min readLast updated Nov 2025View as Markdown

Plox Tip

Use data room analytics to compare performance across content types. Are viewers spending more time on the pitch deck or the pricing sheet? Let the numbers guide your strategy.

What is Plox AI#

Clarity Bank

Series B raise · Confidential investor room.
Welcome to Clarity Bank's investor room. Inside you'll find our deck, financial model, loan book and regulatory materials, everything you need to evaluate the opportunity.
Key metrics
Total deposits

$2.4B

22%
vs last quarter
Active customers

318K

18%
vs last quarter
Net interest margin

4.2%

0.4pp
vs last quarter
Documents
Regulatory & compliance
8 documents
Clarity Bank Investor Deck.pdf
3.1 MB
Financial Model 2025.xlsx
420 KB
Loan Book & Risk.xlsx
1.2 MB
Plox AI works inside a data room

Plox’s AI-powered pitch deck scanner makes it easier for founders, investors, and dealmakers to present and analyze fundraising decks inside Data Rooms. Instead of going slide by slide, the AI automatically scans uploaded pitch decks and generates a concise overview, smart summaries, and a live metrics dashboard.

This feature ensures that every stakeholder quickly grasps the most important information, mission, company overview, and traction, at a glance.

How It Works#

Analytics
Across all documents and data rooms
Last 30 days
Realtime visitors

12

8.2%vs last hour
All-time visitors

3,402

14.6%vs last week
Avg. time spent

4m 12s

6.1%vs last week
Avg. completion

78%

3.4%vs last week
Viewer
Document
Time
Time spent
Completion
Mark Cuban
mark@radicalventures.com
Series A Pitch Deck
2m
4m 38s
92%
Time per page
Dallas, US
Mac
1m40s20s0s
12345678910
Sarah Chen
sarah@sequoiacap.com
Financial Model 2025
1h
2m 12s
64%
Anonymous
Private
Series A Pitch Deck
3h
48s
28%
Your deck becomes a live metrics dashboard
  1. Plox AI scans through the pitch and learns key metrics (e.g., ARR, MRR, revenue, ROI, units sold), their progressions, company mission, fundraising goals and more
  2. The scanned data is presented in a clean format on the metrics dashboard
  3. Viewers can easily understand the company metrics without spending a lot of time reading every page
  4. Graphs and positive/negative percentage is also calculated and made for certain metrics
  5. Title, Bio, Description, Hook are automatically made in the data room according to pitch deck data.

Steps to use Plox AI#

Data room editorScreenshot coming soon
Edit or remove any AI-generated metric

Note: You will need a new data room for this

  • Create a data room in “Datarooms” section
  • Upload your pitch deck in the data room
  • The pitch deck should have sufficient data for the AI to scan and learn
  • Wait until the processing is complete(usually 1-2 minutes)
  • The data room dashboard will be displayed with all the metrics, bio, title, description
  • All the metrics can be edited or deleted from the dashboard

Frequently asked questions

Currently, the AI pitch deck scanner works best with **PDFs**. More formats may be supported in future updates.

Yes. After generation, you can manually edit the Hook, Bio, or Metrics if you’d like to refine the wording or highlight different numbers.

Metrics vary depending on the content of your pitch deck. Commonly extracted values include: - Monthly Recurring Revenue (MRR) - Annual Recurring Revenue (ARR) - ROI - Revenue growth - Turnover - Units sold

No. The AI provides a dashboard-style summary, but the full pitch deck remains accessible inside your Data Room.

All uploaded documents are protected with Plox’s enterprise-grade security: email verification, passcode protection, watermarking, and granular viewer access controls.

Yes. The summary and metrics dashboard are add-ons for faster insights. Investors can still view, navigate, and engage with your entire Data Room.

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