Streamline Private Markets Due Diligence with AI
Powering faster, smarter diligence
Upload entire virtual data rooms and instantly query financial, legal, technical, and market details without compromising enterprise-grade security.
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.”
Designed for Private Markets Investment Professionals
VDR-Native Processing
- Architecture with PE-specific metadata for contextual understanding
- Source-linked information for rapid verification
- Permanent knowledge base across transactions
Aligns with Real PE Workflows
- Customizable prompt library (financial, legal, ops focused)
- Enterprise-grade security built for sensitive data
- Collaborative workspaces for real-time team review
Superior Technical Capabilities
- Bulk Query function and Data Chat for Excel workbooks
- Document Summaries (up to 10 key topics per file)
- Launchpad analysis snapshot tool
Flexible Design
- Model-agnostic platform (OpenAI, Anthropic, Google)
- Curated LLM functionality based on rigorous testing
- Single-tenant architecture
ToltIQ Prompt Library
ToltIQ comes pre-populated with hundreds of refined prompts engineered by our world-class client support team
ToltIQ is built with security as its foundation, not an afterthought
The company has achieved SOC 2 Type II compliance with no exceptions noted—the gold standard for data security in financial services. Our single-tenant architecture ensures each client's data remains completely isolated from others, and we maintain robust encryption protocols both in-transit (TLS 1.2+) and at-rest (AES-256).
The company implements strict role-based access controls, continuous vulnerability scanning, and regular third-party penetration testing.
Importantly, ToltIQ adheres to Zero Data Retention policies and never uses client data to train its AI models. All data resides exclusively in the USA under a comprehensive Information Security Program.
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).
