Origin — by TAG

Every party. One workspace. No scrambling when they ask.

Define what's needed. Upload documents. Agents verify each one against the requirements. Your investor, bank, and lawyers all see the same gaps — in real time. No email threads. No version confusion.

origin.tag.company/nexus/acme-series-a
Origin/Acme Corp — Series A Due Diligence
AC
SV
TD
WL
58%ready
Requirements3 of 6 satisfied
Certificate of Incorporation
Satisfied
Financial Statements (3yr)
Satisfied
Q3 2024 Bank Statement
Partial
Employment Agreements
Unmet
IP Assignments
Satisfied
Cap Table — 409A
Unmet
Nexus Health58% ready
3 Satisfied1 Partial2 Unmet
Parties
Acme Corp
Sequoia VC
TD Bank
Wilson LLP
Activity

Sequoia verified IP Assignments

2m ago

Classify Agent: 3 docs filed

18m ago

TD Bank requested Cap Table

1h ago

Every business owner knows this feeling.

Someone important asks for documents. Here's what happens without Origin, and what happens with it.

The bank wants three years of financials.

Without Origin: a week rebuilding records across folders, inboxes, and an accountant who's on holiday. With Origin: assembled, verified, and ready to share before you get off the call.

An investor is reviewing your business.

Without Origin: you're not sure which contract version is the signed one. The deal slows. With Origin: every requirement tracked, every document confirmed as the right version, both parties working from the same list.

Your auditor needs last year's records.

Without Origin: you spend the week pulling records instead of running your business. With Origin: the complete file assembled in seconds, every document with its full history attached.

One number tells you how prepared your business is. Right now.

Red means action needed.

A requirement hasn't been met yet. Origin tells you precisely what's missing and what to do. No surprises during a closing, an audit, or a board meeting.

Amber means nearly there.

Something has been uploaded but a gap was spotted: a missing date, an unsigned page, an old version. You know exactly what to fix before it becomes someone else's problem.

Green means ready.

Every document is in place, the right version, confirmed as complete. When your bank or investor asks, you say yes with confidence and show them the proof.

Four things that happen, so you never scramble again.

Origin works in the background from the moment you connect it. You don't manage any of this. It just happens.

Google Drive
OneDrive
Email
QuickBooks
Dropbox
Origin

Your documents, already in one place

Origin connects to where your documents already live: Google Drive, OneDrive, your email, your accounting software. Everything flows in automatically. You can also upload directly through the chat — just type what you're adding and drop the file in. Either way, Origin takes it from there.

Just tell it what you need.

Origin has a built-in assistant at the bottom of every screen. Type what you need in plain English. It understands, acts, and reports back.

"Put together everything the bank needs for our loan"

Origin assembles the complete package: the right documents, in the right format, with their full history attached, and has it ready to share in seconds. Not a week.

"What are we still missing for the investor review?"

Origin checks every requirement against what's been provided and gives you a plain-English list of exactly what's still needed, and what to do about each gap.

"Am I ready for my board meeting on Thursday?"

Origin checks your readiness score against everything on the agenda, surfaces any gaps that could catch you out, and tells you what to fix before the meeting.

"Invite Sarah from our accounting firm"

Sarah joins the shared workspace immediately. She sees exactly what's been provided, flags what's missing, and uploads directly with no emails back and forth.

Four things that set Origin apart.

Origin comes with a built-in team of specialists. Not people. Software that works like one.

Verification, not just filing

Most tools confirm a file was uploaded. Origin reads every document and tells you whether it genuinely satisfies what's needed. If your insurance certificate is missing a coverage date, you'll know. If a contract is an unsigned draft, you'll know before your investor does.

One workspace. Everyone included.

Invite your bank, accountant, or investor into the same workspace. They see exactly what's been provided, flag what's missing, and upload directly. Everyone works from the same list. No email chains. No repeated requests. No version confusion.

A permanent record of every document

Where it came from. Who sent it. Every version ever saved. Every approval it went through. Origin records all of it from the moment a document arrives, automatically. If a dispute ever arises, the full, unalterable history is already there.

Any format, any source, nothing missed

Google Drive, OneDrive, email, QuickBooks, Xero, Dropbox. Origin connects to your existing systems. PDFs, spreadsheets, scanned documents, photos. If it exists somewhere in your business, Origin finds it.

Zero
manual sorting. Every document classified and placed automatically on arrival.
One score
Live readiness number, updated in real time as documents arrive and gaps close.
Seconds
to assemble a complete package for your bank, auditor, or investor — on demand.

Know you're ready before they ask.

The next time someone asks, you'll already have the answer. Setup takes minutes. Your data stays yours.