The Data Room That Answers
A smarter due-diligence data room for renewable-energy deals.
Lio Energy is an Italian clean-tech company accelerating the transition to renewable energy through digital-first services and infrastructure. For their business-development and operations teams, efficient collaboration with partners is mission-critical.
Lio Energy accelerates the transition to renewable energy, and its business-development and operations teams depend on smooth collaboration with partners across multiple infrastructure projects. Traditional tools like cloud folders and email offered no structured access control or audit trail, setup was slow, and stakeholders struggled to find insights across legal, financial, and technical files — so I designed a custom data room (internally 'Cwick Rooms') that blends structured Sell-Side control with conversational AI for Buy-Side analysis.
- What it is — a dual-mode due-diligence data room: Sell-Side control plus Buy-Side conversational AI.
- My role — UX/UI design for the custom Cwick Rooms implementation tailored to Lio.
- The result — early indicators: document insights surfaced in under 2 minutes, deal rooms stood up in under 30.
Managing due diligence in energy is complex, manual, and full of friction. With multiple infrastructure projects involving municipalities, investors, and technical partners, traditional tools like cloud folders and email fall short — there is no structured access control or audit trail, setup is slow, and stakeholders struggle to find insights across legal, financial, and technical files.
A dual-mode data room that blends structured control with conversational AI. The design serves both legal professionals and non-technical stakeholders in the deal.
- Sell Side — an admin console to structure rooms, manage files, set roles, and track engagement
- SharePoint and Google Drive integrations, with clear permission logic and document versioning
- Buy Side — AI-powered conversational access to the entire data room
- Predefined prompts for financial, legal, and operational queries
- Insight export in formats like Word, PDF, or PPT
UX and UI design for a custom implementation of our Data Room app — internally 'Cwick Rooms' — tailored to Lio. The work translated a complex, document-heavy process into a user-friendly, AI-powered platform that supports both Sell-Side control and Buy-Side analysis.
Early signals: document insights surfaced in under 2 minutes. The custom Lio deployment is ongoing.
- Faster insight retrieval
Insight retrieval under 2 minutes via conversational AI, down from ~20.
- Faster room setup
Deal-room setup under 30 minutes via the admin console.
- AI answering most questions
Targeting >70% of stakeholder questions answered via AI, without contacting the sell side.
- A blueprint for future deployments
The architecture is now the blueprint for all Cwick Rooms client deployments.
