MADE FOR PE
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Streamline Private Markets Due Diligence with AI

Drive rapid enhancements to operational efficiency

35-85%

PRODUCTIVITY GAINS

Reduce diligence tasks from hours to minutes and complete multi-week projects in days. Clients report achieving 35% to 85% productivity gains.

60-70%

TIME SAVINGS

Process hundreds of complex documents in hours, delivering 60–70% time savings on review and analysis. This allows teams to evaluate more deals without adding headcount.

93%

REDUCTION IN CIM PROCESSING

Reduce CIM processing times by up to 93%—from ~40 minutes to just 2–3 minutes.

TRUSTED BY:
PPC Enterprises
ISCG (Investcorp)
Integrum
Vertical Bridge
Turning Rock
Audax
Kainos Capital
Perceptive Advisors
NexPhase
 Swander Pace Capital
HarbourVest
Fortress
Silver Lake
Brookfield
PwC
PPC Enterprises
ISCG (Investcorp)
Integrum
Vertical Bridge
Turning Rock
Audax
Kainos Capital
Perceptive Advisors
NexPhase
 Swander Pace Capital
HarbourVest
Fortress
Silver Lake
Brookfield
PwC
PPC Enterprises
ISCG (Investcorp)
Integrum
Vertical Bridge
Turning Rock
Audax
Kainos Capital
Perceptive Advisors
NexPhase
 Swander Pace Capital
HarbourVest
Fortress
Silver Lake
Brookfield
PwC
PPC Enterprises
ISCG (Investcorp)
Integrum
Vertical Bridge
Turning Rock
Audax
Kainos Capital
Perceptive Advisors
NexPhase
 Swander Pace Capital
HarbourVest
Fortress
Silver Lake
Brookfield
PwC
Designed for the nuanced needs of Private Markets Investment Professionals
VDR-NATIVE PROCESSING
  • The platform's architecture is built with guard rails and PE-specific metadata which ensures contextual understanding.
  • Trust and verification are critical and information is always linked directly to the source for rapid verification.
  • Permanent knowledge base retains deal insights across transactions.
ALIGNS WITH REAL PE WORKFLOWS
  • Customizable prompt library aligned to financial, legal, ops, and other key aspects of due diligence.
  • Enterprise-grade security built for sensitive financial data.
  • Collaborative workspaces for real-time team review and coordination.
SUPERIOR TECHNICAL CAPABILITIES
  • Use the Bulk Query function to extract information from a specific set of documents and Data Chat to analyze vast amounts of data in Excel workbooks.
  • Document Summaries identify up to 10 key topics per file, with multi-pass review for depth and accuracy.
  • The Quick Chat feature provides access to an LLM in a secure environment and allows uers to search web information, refine emails, organize notes and do a quick extraction of information from the VDR.
  • Start your analysis with Launchpad to provide a snapshot of your deal.
FLEXIBLE DESIGN
  • Model-Agnostic - secure access to OpenAI Chat GPT and Anthropic’s models through one interface.
  • Curated LLM functionality -  no single model excels at every task so ToltIQ provides a default selection based on rigorous testing and allows users to customize based on thier preference.
  • Single-tenant architecture - configuration exists outside application code allowing us to enable or disable specific models for individual clients at any time.

Empower better decisions through AI-driven analysis across diverse business scenarios

Smart Document Processing

Document Summaries identify up to 10 key topics per file, with multi-pass review for depth and accuracy.

Prompt Management

The built-in Prompt Library centralizes commonly used questions across diligence areas, categorized by Financial, Legal, Operations, and Technology. Users can add their own custom prompts and build proprietary prompt playlists.

VERIFIABLE RESULTS

Responses include source-linked footnotes, suggested follow-up questions, and toggles for chat history and source scope.

Streamlined Analysis

The Home page acts as your starting point to Quick Chat, new deal creation, and easy access to recent deals.

Versatile Use Cases

Supports all PE workflows including CIM analysis, contract extraction, VDR reviews, portfolio monitoring, competitive analysis, and Excel/CSV data cleanup.

Extract the Income Statement data from the most recent financial statement in table format."

Create a projected Income Statement for the next 5 years."

Identify the primary dispute resolution method specific in this contract."

Outline the repayment schedule specified in the credit agreement."

Quantify sustainability performance through specific environmental metrics, social impact measures and governance scores." 

Evaluate sales and marketing effectiveness through customer acquisition costs by channel and pricing power across customer segments."

Collect insurance coverage information and evaluate the adequacy of natural disaster protection."

Identify supply chain dependencies and financial impacts across the top 20 suppliers.

Calculate how much of reported cash flow comes from working capital improvements versus operations."

Identify and analyze all material risks facing the company including operational, financial, regulatory, technological and market risks."

Sample prompts from the ToltIQ prompt library

ToltIQ is designed with pragmatic integration in mind

  • ToltIQ offers flexible integration options—from secure API connections with virtual data rooms and CRM systems to a standalone interface that requires no technical integration.
  • The platform operates as a complementary layer that enhances existing systems rather than replacing them.
  • This adaptability allows firms to implement ToltIQ without disrupting their existing processes while immediately benefiting from AI-powered analysis alongside their current systems.

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).

Testimonials

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
ToltIQ delivers in minutes what used to take our teams weeks. The platform instantly identifies critical risks and mitigation strategies during M&A due diligence—insights that previously required extensive functional reviews across multiple departments. It's transformed how we approach deal evaluation and integration planning."
- Corporate M&A team
As a small family office, we can't afford to wait weeks or pay massive legal fees for every investment review. ToltIQ puts PPM and LPA analysis at our fingertips—we now move on opportunities in days instead of months. It's not just about saving money; it's about competing on equal footing with larger players.”
- Strategic private equity
investment group
We are seeing savings of 33% to 83% across 6 deal team tasks."
- Large secondaries manager
We have achieved time savings of 88-98% across 5 diligence tasks."
- Large real estate investment firm
Has saved me 20 hours on a single deal"
- $50B asset manager

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
ToltIQ delivers in minutes what used to take our teams weeks. The platform instantly identifies critical risks and mitigation strategies during M&A due diligence—insights that previously required extensive functional reviews across multiple departments. It's transformed how we approach deal evaluation and integration planning."
- Corporate M&A team
As a small family office, we can't afford to wait weeks or pay massive legal fees for every investment review. ToltIQ puts PPM and LPA analysis at our fingertips—we now move on opportunities in days instead of months. It's not just about saving money; it's about competing on equal footing with larger players.”
- Strategic private equity
investment group
We are seeing savings of 33% to 83% across 6 deal team tasks."
- Large secondaries manager
We have achieved time savings of 88-98% across 5 diligence tasks."
- Large real estate investment firm
Has saved me 20 hours on a single deal"
- $50B asset manager

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
ToltIQ delivers in minutes what used to take our teams weeks. The platform instantly identifies critical risks and mitigation strategies during M&A due diligence—insights that previously required extensive functional reviews across multiple departments. It's transformed how we approach deal evaluation and integration planning."
- Corporate M&A team
As a small family office, we can't afford to wait weeks or pay massive legal fees for every investment review. ToltIQ puts PPM and LPA analysis at our fingertips—we now move on opportunities in days instead of months. It's not just about saving money; it's about competing on equal footing with larger players.”
- Strategic private equity
investment group
We are seeing savings of 33% to 83% across 6 deal team tasks."
- Large secondaries manager
We have achieved time savings of 88-98% across 5 diligence tasks."
- Large real estate investment firm
Has saved me 20 hours on a single deal"
- $50B asset manager

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
ToltIQ delivers in minutes what used to take our teams weeks. The platform instantly identifies critical risks and mitigation strategies during M&A due diligence—insights that previously required extensive functional reviews across multiple departments. It's transformed how we approach deal evaluation and integration planning."
- Corporate M&A team
As a small family office, we can't afford to wait weeks or pay massive legal fees for every investment review. ToltIQ puts PPM and LPA analysis at our fingertips—we now move on opportunities in days instead of months. It's not just about saving money; it's about competing on equal footing with larger players.”
- Strategic private equity
investment group
We are seeing savings of 33% to 83% across 6 deal team tasks."
- Large secondaries manager
We have achieved time savings of 88-98% across 5 diligence tasks."
- Large real estate investment firm
Has saved me 20 hours on a single deal"
- $50B asset manager

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
ToltIQ delivers in minutes what used to take our teams weeks. The platform instantly identifies critical risks and mitigation strategies during M&A due diligence—insights that previously required extensive functional reviews across multiple departments. It's transformed how we approach deal evaluation and integration planning."
- Corporate M&A team
As a small family office, we can't afford to wait weeks or pay massive legal fees for every investment review. ToltIQ puts PPM and LPA analysis at our fingertips—we now move on opportunities in days instead of months. It's not just about saving money; it's about competing on equal footing with larger players.”
- Strategic private equity
investment group
We are seeing savings of 33% to 83% across 6 deal team tasks."
- Large secondaries manager
We have achieved time savings of 88-98% across 5 diligence tasks."
- Large real estate investment firm
Has saved me 20 hours on a single deal"
- $50B asset manager
POWERED BY
Partner with a team that knows private markets due diligence.
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