Due Diligence AI-powered

TotlIQ

United States

TotlIQ is an AI-powered due diligence platform for private markets, letting investment teams upload an entire virtual data room and query it on demand.

Key features

  • VDR-native processing with PE-specific metadata
  • Curated prompt library by diligence area
  • Bulk Query for cross-document extraction
  • Data Chat for Excel analysis
  • Document Summaries (10 key topics per file)

AI capabilities

LLM-powered document querying and analysis across entire virtual data rooms; curated prompt library engineered by diligence experts; source-linked outputs for verification. Model-agnostic: OpenAI, Anthropic, Google, Cohere.

Integrations

  • Intapp (partnership for deal execution unification)
  • VDR ingestion

More information

AI-powered due diligence platform for private markets enabling investment teams to upload entire virtual data rooms and instantly query financial, legal, operational, and market details with analyst-quality outputs.

What Makes TotlIQ Different

Key differentiators highlighted by the vendor.

  1. Model-agnostic platform (OpenAI, Anthropic, Google, Cohere) for best-in-class LLM outputs
  2. Single-tenant architecture ensures complete data isolation; SOC 2 Type II certified
  3. Founded by former KKR Partner; deep private markets operational DNA

Key facts

Year founded
2023
Pricing
Subscription
Deal stage
Diligence
Target market
Private Equity · Private Markets (LP/GP)

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