Docsumo pitch deck

1. Intelligent data capture, workflow automa on, and
decisioning from unstructured documents.
Workflow Automa on Decisioning
Data Capture
PDF
Images
Excel

2. Enterprises struggle to scale while processing documents
manually.
Templa zed OCR so ware doesn’t work for unstructured documents.
CONFIDENTIAL
Net Sales
Cost of sales
Gross Profit
Administr
$40,000
$12,000
$28,000
$30,000
$9,000
$21,000
(2021)
(2020)
Income Statement
IMAGES
SCAN
EMAIL
EXCEL
PDF

3. Beyond data capture, business processes require easy
valida on and fast decisioning.
Income Statement Valida on Decisioning
CONFIDENTIAL
Extracted Gross Profit= $28,000
Valida on Rule:
Gross Profit = Revenue – COGS
Gross Profit = 40000 - 12000
True
Net Sales
Cost of sales
Gross Profit
Administra ve Expenses
Opera ng Income
Interest Expense
Loss on equipments
Income Tax
Net Income
Income before income taxes
$40,000
$12,000
$28,000
$4,000
$24,000
$1,000
$500
$500
$22,000
$22,500
$30,000
$9,000
$21,000
$5,000
$16,000
$2,000
$500
$500
$13,000
$13,500
(2021)
(2020)
Gross Margin = 40%
Profit Margin = 55%
CAGR = 25%

4. CONFIDENTIAL
Manual document processing is a huge pain for 100,000 US
financial services that employees over 150K data keyers today.
$1B
$25B
$5B
Serviceable Obtainable Market (SOM)
1000+ USA Commercial Lenders
with 200+ employees.
Total Available Market (TAM)
100,000+ USA Financial Service
Enterprises.
Serviceable Available Market (SAM)
5,000 USA Commercial Lenders &
Insurers with 200+ employees.

5. Docsumo helps enterprises make fast & accurate decisions
from unstructured data.
Our clients achieve 10X opera onal efficiency by using our self-service, developer-friendly tools to
modernize manual, error-prone back-office tasks that depend on documents.
Our Mission
CONFIDENTIAL

6. We are building APIs to automate & improve key document
workflows that drive financial decisioning.
.jpg
Lending Insurance Income Verifica on
Balance Sheets
Profit & Loss Statements
Monthly Bank Statements
Se lement Offer Le ers
...
Cer ficates of Insurance
Flood Cer ficates
Workers Compensa on
Insurance
...
W-2
W-9
940
1040
1065
1120S
...
CONFIDENTIAL

7. Our clients trust us to process 2M+ documents per year.
Financial Services
Technology
CONFIDENTIAL
Category - CRE Lending
Geography - USA
Employee - 500 - 1000
arbor.com
Category - Financial Services
Geography - USA
Employee - 1000+
na onaldebtrelief.com
Category - CRE Lending
Geography - USA
Employee - 100+
westlandrealestategroup.com
Category - Lending
Geography - India
Employee - 100 - 200
gopaysense.com
Category - Financial Services
Geography - India
Employee - 1K-5K
hitachi.com
JONES
Category - Consul ng
Geography - Australia
Employee - 10 - 50
valtatech.com
Category - So ware
Geography - USA
Employee - 50 - 100
zuumapp.com
Category - So ware
Geography - USA
Employee - 50 - 100
getjones.com

8. We have grown 6.5x in revenues in last 12 months
CONFIDENTIAL
2019 2020 2021
Quarter 1 Quarter 2 Quarter 3 Quarter 4 Quarter 1 Quarter 2 Quarter 3 Quarter 4 Quarter 1 Quarter 2 Quarter 3 Quarter 4
Oct 2019- PayU as first
customer. Dec 2020- $75 ARR, 4 Clients,
400K docs processed.
Jun 2019- Launched on
product hunt.
Jan 2019- Started building
Docsumo.
Dec 2021- $500k ARR
Sep 2021- $300k ARR, 11 Clients,
2M docs processed
Jan 2020- Accepted into
Barclays Techstars Accelerator.
Jul 2020- Raised
$330K Seed Round.
2021 Contracted ARR
$500K
YoY Document Volume Growth
500%
YoY Revenue Growth
660%

9. Once onboard, our clients rapidly expand the use of our
pla orm. Furthermore, we're seeing a 100% renewal rate.
CONFIDENTIAL
Annual Subscrip on Expansion
2020
Client 2021
$8K $20K
$6K $40K
$25K
$9K
2.8X
2.5X
6.7X

10. CONFIDENTIAL
Michael Rudman
Co-founder & CTO
“We were looking for a tech partner to
automate analysis of cer ficates of insurance
for our real estate liability management
so ware. We are really happy with Docsumo’s
APIs and their team’s dedica on to solving
our problem. We are now able to process
thousands of ACORD forms a day
automa cally while being able to get accurate
analy cs from over 100 data points”
With Docsumo we are now able
to process thousands of ACORD
Forms in a day.
Daniel Tilipman
President & Co-Founder
“Docsumo does a very good job when it
comes to our specific use-case. Debt
se lement le ers vary a lot from each other,
but Docsumo manages to capture data
accurately almost every single me at the
processing speed which is unprecedented.
We’re witnessing the STP rate of over 95%
with Docsumo.”
Docsumo is your go-to solu on if
you need a flexible solu on to
capture data from unstructured
documents.
Prashanth Ranganathan
Co-founder & CEO
“We are using Docsumo’s APIs for automa ng
data capture from bank statements and
iden ty cards while on-boarding customers. It
has reduced the me our opera ons team
spends on data entry by manifolds while
providing a much be er customer
experience.”
Best in class for capturing data
from financial documents.
Customers really love us.

11. Self-serve, developer-friendly, full end-to-end automa on
remain our key differen ators.
CONFIDENTIAL
Fully Automated
Decisions
Partial Back Office
Automation
Self Serve &
ML Based
Heavy Implementation
& Templatized

12. Proud to be backed by incredible investors.
CONFIDENTIAL
Capital
Via Scout Program
Angels
Jiten Gupta
Founder & CEO, Jupiter
Amrish Rau
CEO, Pine Labs
Vaibhav Domkundwar
Founder & CEO, Be er
Common Ocean

13. Rushabh Sheth
Co-founder & CEO
Rushabh was MD for Rocket Internet in
Asia where he was managing their
ecommerce & job classified businesses. He
studied engineering from IIT Bombay &
MBA from IIM Bangalore.
Bikram Dahal
Co-founder & CTO
Bikram was a data scien st for Rocket
Internet in Asia where he was building
recommenda on & BI systems. He studied
engineering from IOE Nepal & AI
nanodegree from Udacity.
A founding team with deep AI/ML/Tech exper se, experience
scaling new ventures, and a background in enterprise sales.
CONFIDENTIAL
Data science
9 Sales &
Marke ng
3 Product
4
Other
Opera ons
4
We are a team of 22 and growing.

14. We have achieved product market fit & have posi ve unit
economics. We’re raising a $3M seed round to scale our
business in North America.
CONFIDENTIAL
Use Of Funds
Enterprise Sales Team 34%
Research & Engineering 34%
Product Marke ng 16%
Customer Success 16%
$3M
Funding

15. Contact Us
https://docsumo.com/contact-us
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