AI Document Auditor

2025

Equity document audit

An AI-native admin tool that reads equity PDFs (grants, exercises, transfers), extracts structured data, and audits it against the cap table: six-category classification, Enterprise-gated.

AI Document Auditor overview

100+

enterprise customer organizations served

67^%

AI-output retention rate

11+

consecutive months of strong adoption

The bet

Build trust in AI extraction by surfacing classification with judgment: six categories, not just success/failure, so admins know when to verify, when to keep, and when to ignore. Drove a UX recovery when about 90% of one customer's secondary-sale docs were mis-categorized.

Role & collaborators

IM

PM

EM

ML

Product Designer with PM, EM, and ML engineering team

Stack

Figma

TypeScript

React

Linear

Notion

GitHub

Slack

Claude Code

Google Gemini

The Outcome

Shipped May 2025, reached 100+ enterprise customer organizations, and sustained strong adoption for 11+ consecutive months.

AI Document Auditor

An AI-native admin tool that reads equity PDFs (grants, exercises, transfers), extracts structured data, and audits it against the cap table: six-category classification, Enterprise-gated.

100+

enterprise customer organizations served

67^%

AI-output retention rate

11+

consecutive months of strong adoption

Build trust in AI extraction by surfacing classification with judgment: six categories, not just success/failure, so admins know when to verify, when to keep, and when to ignore. Drove a UX recovery when about 90% of one customer's secondary-sale docs were mis-categorized.

Role & collaborators

IM

PM

EM

ML

Product Designer with PM, EM, and ML engineering team

Stack

AI Document Auditor overview