product
The platform that turns unstructured data into repeatable firm-wide intelligence.
Access the insights living in your shared drive, data room, or from third parties
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Every document you need to reference, made queryable.
A proprietary ingestion pipeline delivers vectorization at scale. Drop files in directly from data rooms, or connect to file share systems like SharePoint and Box
60+ file formats
From PDFs and Office files to emails, audio, video, and more.
Scans, redlines & revisions
OCR for complex images and handwriting.
Ready across the firm
Once vectors are created, they are indefinitely queryable org-wide.
Analyze the connections between critical documents.
Automate your diligence checklist, understand how clauses in credit agreements impact forecasts, find critical evidence of litigation.
Automate Q&A
Bring your own checklists, or use ToltIQ's built in prompt library to automate Q&A against documents
Find connections
Surface relationships and patterns buried across thousands of files, with every answer source-linked
Benchmark findings
Compare to risks, merits, and key financial metrics of all your firm's past deals
Build deliverables in your firm’s format.
Agents and reusable workflows apply your firm's format and lens automatically.
Model-ready analysis
Build financial models and analyses that conform to your firms best practices.
IC-ready presentations
Create PowerPoint deliverables using your own branding, and colorways.
Firm-formatted memos
Draft Word memos in your firm’s voice, structure, and templated
formatting.
The same process again, without the friction.
A memory layer, skills, and no-code workflows carry what worked on the last deal into the next one.
Institutional memory
Keep decisions, definitions, and prior answers available so every new deal starts with context.
Reusable skills
Turn proven analytical steps into repeatable skills your team can apply to any process
No-code workflows
Chain those skills using our no-code agentic orchestration platform to operationalize results
Trusted data
Your documents, checked against trusted sources.
Augment data room content with quantiative and qualitative support from trusted third-parties.
Enterprise ready
Single-tenant, permissioned, and never used for training.
Designed for the security, privacy, and control institutional clients require.
SOC 2 Type II
Independently attested, no exceptions noted.
ISO 27001:2022
Certified across the platform’s assets and processes.
GDPR
EU data held on dedicated infrastructure in Dublin.
Single-tenant
Each client’s data isolated by architecture.
