ROI Calculator
Calculate your potential return on investment with Clear Ideas™ platform. See how much time and money you can save with AI-powered document management.
Your Organization
Tell us about your current processes
Team Information
Team Size
Average Hourly Rate ($)
Document Search & Discovery
Document Searches/Month
Searches for specific documents, clauses, or information
Average Time per Search (minutes)
Document Generation
Reports/Summaries per Month
Executive summaries, due diligence reports, investment memos
Time per Report (minutes)
Complex Analyses per Month
Market analysis, risk assessments, comprehensive due diligence reports
Time per Complex Analysis (minutes)
Information Requests & Q&A
Q&A Requests per Month
Due diligence questions, information requests from stakeholders
Time per Q&A Response (minutes)
Data Room Setup & Management
New Data Rooms per Month
M&A, investment, board materials, or project data rooms
Setup Time per Data Room (minutes)
Your ROI with Clear Ideas™
Based on real customer results
2342%
Annual ROI
$64,368
Net Annual Savings
1 months
Payback Period
Monthly Savings Breakdown
AI Enhanced Search
$1,219
65% faster document discovery
Report Generation
$1,440
AI produces high-quality drafts in minutes
Complex Analysis
$1,350
AI provides structured insights and analysis
Q&A Response
$984
Instant responses with Private Data AI Chat
Data Room Setup
$600
Templates and automated organization
Total Monthly Savings
$5,593
Annual Savings
$67,116
Clear Ideas™ Investment
-$2,748
Net Annual Benefit
$64,368
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See these results in your organization
Calculation Methodology
Based on real customer results and industry benchmarks
Time Savings
  • AI Enhanced Search: 65% time reduction through semantic search and instant results
  • Report generation: 80% time reduction with AI-produced drafts
  • Complex analysis: 60% time reduction with AI insights and structured analysis
  • Q&A responses: 70% time reduction with Private Data AI Chat
  • Data room setup: 50% time reduction with templates and automation
Important Notes
  • Estimates based on typical customer results in due diligence and M&A
  • Actual savings may vary based on current processes and adoption
  • Pricing estimates for planning purposes only
  • Contact our team for organization-specific ROI analysis
  • Additional benefits may include reduced errors and improved security
Key ROI Drivers

Understanding the primary sources of value from Clear Ideas™ implementation across time savings and cost reductions.

Time Savings
AI automation dramatically reduces time spent on search, document generation, Q&A responses, and data room setup.
  • AI Workflow Builder
    Capture institutional knowledge from documents into repeatable workflows in minutes
  • AI Enhanced Search
    Faster document discovery with natural language queries
  • Multi-Step AI Workflows
    Repeat complex processes with different data sets automatically
  • Private Data AI Chat
    Get instant answers from your private data instead of manual research
Cost Reductions
Measurable cost savings across document processing, due diligence, and operational overhead.
  • Faster report generation
    AI produces high-quality drafts reducing manual writing time
  • Faster Q&A responses
    Private Data AI Chat eliminates time-consuming research
  • Faster complex analysis
    AI provides structured insights and recommendations
  • Faster data room setup
    Templates and automation reduce manual organization
Growth Opportunities
When all unstructured data becomes instantly accessible and any document can be created in minutes, new business possibilities emerge.
  • Faster deal cycles
    Complete due diligence and decision-making in days, not weeks
  • Higher-value client services
    Offer sophisticated analysis and insights previously impossible at scale
  • Competitive differentiation
    Deliver superior client experiences with instant, comprehensive responses
  • New revenue streams
    Transform institutional knowledge into scalable, automated service offerings
Maximize Your ROI with Expert Support
Our customer success team works with you to ensure you achieve the ROI projections from day one. We provide implementation planning, user training, workflow optimization, and ongoing support to maximize your investment.
Dedicated Customer Success Manager
Personal point of contact for your success
Custom Implementation Roadmap
Tailored plan for your organization's needs
User Training & Adoption Programs
Comprehensive training for maximum adoption
Ongoing Optimization Recommendations
Continuous improvement for better ROI
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