ToltIQ securely analyzes deal documents to help private markets investment professionals conduct more thorough, efficient, and accurate due diligence. Its AI-powered platform combines source-linked insights and persistent deal context with AI agents and reusable workflows to turn unstructured data into repeatable, firm-wide intelligence.
Core product
ToltIQ provides an AI-powered due diligence platform that helps private markets investment professionals analyze complex deal documents with greater speed, accuracy and consistency. Combining source-linked insights, persistent deal context and reusable AI workflows, it transforms unstructured information into actionable, firm-wide investment intelligence.
Use cases
Deal diligence, CIM analysis, credit agreement review, investment memorandum analysis, portfolio company research, management assessment, IC memo creation, and document intelligence workflows. The platform helps investment teams analyze thousands of documents, extract insights, and create decision‑ready outputs more efficiently.
Functional categories (vendor-stated)
Integrations
Workflow stages
Security compliance (vendor-stated)
Portfolio focus
Private Equity, Private Credit, Real Estate, Infrastructure, Co-Investments, Secondaries, GP Stakes
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