Streamline Private Markets Due Diligence with AI

Powering faster, smarter diligence

The platform private markets professionals trust to get due diligence right.

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Trusted by Leading Investment Firms
Silver LakePwCHarbourVestFortressAudaxKainos CapitalColler CapitalPerceptive Advisors
Silver LakePwCHarbourVestFortressAudaxKainos CapitalColler CapitalPerceptive Advisors
Testimonials

What Our Clients Say

We are a small team and we were able to do diligence on a massive data room at a speed and level of accuracy that would have been impossible without ToltIQ.

$3B Holding Company
Why ToltIQ

Designed for private markets investment professionals

VDR-Native Processing
Made for real VDR work
Designed for the reality of VDR work: unstructured documents, inconsistent formats, and deal rooms that can run to thousands of files
Every finding linked to its source document, so verification is immediate and the record is always there
A living data room that automatically ingests new documents as they arrive, keeping the full deal team working from the same current record
Built for Deal Teams
One environment for the deal
A purpose-built diligence environment with built-in connectivity to leading data sources, so the full process stays in one place
Built-in prompts to start diligence on day one, with the ability to build, save, and share proprietary prompts with the full team
Shared deal workspaces with configurable privacy, team-visible chats, and a live dashboard showing deal activity
Precision Tools for Complex Diligence
Reports, blueprints, query & chat
Deal Intelligence: automated research-style reports built from your uploaded documents, covering financials, risks, competitive positioning, and growth opportunities
Blueprints: convert your firm’s document templates into reusable formats that produce deal outputs in your firm’s exact style, fully editable from the start
Bulk Query: extract consistent, side-by-side answers from hundreds of documents in a single run
Data Chat: analyze multiple spreadsheets conversationally across Excel and CSV files, getting analytical answers without writing a single formula
Accuracy, Performance and Cost Predictability
Forecastable cost, validated accuracy
Built to reduce redundant processing across large document sets, keeping AI costs forecastable at scale
Measurable accuracy gains over direct model access, validated across 14,400 scored responses
The right model for every task, with defaults pre-selected from rigorous testing and the flexibility to choose from OpenAI, Anthropic, and Google

ToltIQ Prompt Library

ToltIQ comes pre-populated with hundreds of refined prompts engineered by our world-class client support team

Security Foundation

ToltIQ is built with security as its foundation, not an afterthought

ToltIQ has achieved SOC 2 Type II compliance with no exceptions noted — an independent, rigorous attestation of the strength of our security controls. ToltIQ is also certified to ISO/IEC 27001:2022, covering the assets, technologies, and processes for the secure provision of the ToltIQ platform. Our single-tenant architecture is designed to keep each client's data isolated, and we maintain robust encryption both in-transit (TLS 1.2+) and at-rest (AES-256).

ToltIQ implements strict role-based access controls, continuous vulnerability scanning, and regular third-party penetration testing. We adhere to Zero Data Retention policies and never use client data to train AI models.

For US-based clients, all data resides in the USA under a comprehensive Information Security Program. European clients benefit from dedicated AWS infrastructure based in Dublin, Ireland, to allow customer data to be stored locally to enable customers to streamline their GDPR compliance efforts.

We also provide multiple layers of user-based privacy protection including:

  • Two-Factor Authentication (2FA)
  • Role-Based Access Control: Our platform supports Regular Users and Admins.
  • Document Access: Regular Users can manage documents in standard deals. Only Admins can manage documents in Vault Deals.
  • Privacy Settings: Option to choose Firm-Wide (visible to all users) or Private (restricted access).
View Security Portal →
SOC 2 Type IIISO CertifiedGDPR Compliant
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