ToltIQ
- Company typePrivate
- Founded2024
- HeadquartersMorristown, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
ToltIQ firmographics
Firmographics- Name
- ToltIQ
- Legal name
- ToltIQ, Inc.
- Website
- https://toltiq.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where ToltIQ is headquartered
LocationHeadquarters
- HQ city
- Morristown
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
ToltIQ business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Platform Subscription: AI-powered due diligence software provided as a SaaS platform for private markets investment professionals. Subscription-based model likely with enterprise pricing tiers based on seat count or usage volume.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription for private markets investment firms |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
ToltIQ product offering
Product offeringCore offering
ToltIQ provides an AI-powered due diligence SaaS platform that ingests virtual data rooms (PDFs, Word, Excel, PowerPoint, audio, video) for private markets investment professionals. The platform turns unstructured deal documents into queryable intelligence, produces automated research-style reports, enables bulk document queries, and supports conversational spreadsheet analysis, with every finding linked back to its source document for verification. It is sold as a subscription to private equity, private credit, family offices, real estate investors, and advisory firms such as PwC.
Product overview
ToltIQ is a unified AI-powered platform purpose-built for private markets investment professionals conducting due diligence. The platform combines VDR-Native document processing with precision tools including Deal Intelligence, Blueprints, Bulk Query, and Data Chat, all powered by a multi-model AI architecture supporting OpenAI, Anthropic, Cohere, and Google Gemini. The platform emphasizes accuracy validated across 14,400 scored responses, cost predictability through reduced redundant processing, and enterprise security with SOC 2 Type II certification. A prompt library with hundreds of pre-built prompts engineered by client support team accompanies the platform.
Differentiator
Problem solved
Functional benefit
Products and services
- ToltIQ Platform AI-powered SaaS due diligence platform for private markets investment professionals (private equity, private credit, family offices, real estate, infrastructure, and advisory firms). Ingests virtual data rooms (PDF, Word, PowerPoint, Excel, audio, video) and converts unstructured deal documents into queryable intelligence with source-grounded citations. Sold as an enterprise subscription.
Quantifiable outcome
- 4,000+ practitioners supported across 5,000+ transactions
- +2 more outcomes
Companies that use ToltIQ
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles4 records
ToltIQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability11 records
Feature12 records
ToltIQ partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and flagship.
- PitchBookcorePartnership to bring private markets intelligence into ToltIQ's diligence workflows, integrating PitchBook's market data and intelligence with the due diligence platform.
- PwCflagshipPwC's Deals practice partnered with ToltIQ to become the exclusive professional services advisor for ToltIQ among major accounting and consulting firms worldwide. The collaboration integrates AI capabilities throughout the entire deal lifecycle, combining PwC's transaction expertise spanning thousands of deals with ToltIQ's purpose-built AI tools. The two organizations will jointly develop next-generation infrastructure to extend AI support beyond initial due diligence toward more autonomous deal processes. PwC enables clients to access AI tools for financial, commercial, operational, and technology assessments with source-grounded citations and comprehensive contract analysis.
- IntappcorePartnership to integrate ToltIQ's AI-powered due diligence platform with Intapp DealCloud, enabling private markets firms to directly share diligence findings within their deal management system. The integration addresses workflow disconnect between due diligence and deal sourcing by allowing firms to move findings from virtual data rooms directly into their deal management system. Strengthens auditability by capturing diligence findings alongside deal records, creating a searchable repository of institutional knowledge.
- Deal EnginecoreStrategic partnership connecting deal origination with due diligence execution for private equity firms, corporate M&A teams, and family offices. The integration enables Deal Engine's market and deal intelligence to flow seamlessly from initial deal sourcing through to investment committee decisions. ToltIQ users gain access to live market intelligence alongside internal documents during due diligence. FINTOP Capital, a shared investor in both companies, facilitated the integration.
- Investcorp's Strategic Capital GroupcoreStrategic partnership with Investcorp's Strategic Capital Group announced September 2024, when the company operated under the DiligentIQ name.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
ToltIQ competitors and assessment
Company assessmentDirect peers
- AlphaSense: AlphaSense is an AI-powered market intelligence and research platform used by investment professionals, including PE firms. Directly comparable target customer (buy-side investment teams) and overlapping use cases in document Q&A and competitive research, though focused on external research rather than VDR diligence.
- Hebbia: Hebbia is an AI document analysis platform built for financial and professional services firms, including PE and credit. Closely comparable on document Q&A, multi-model architecture, and enterprise financial buyer, with overlap on analysts' due diligence workflows.
- Datasite: Datasite is a leading virtual data room provider for M&A and PE diligence that has layered AI features onto its platform. Directly comparable as the incumbent workflow platform where ToltIQ operates, with overlapping customer base and an embedded AI strategy that competes head-to-head.
- Ansarada: Ansarada is a data room and deal management platform purpose-built for M&A, with AI-driven deal tools. Comparable as both a VDR provider and an AI-enabled diligence tool, targeting the same PE/M&A buyer profile with overlapping workflow coverage.
- Luminance: Luminance is an AI platform for legal due diligence and contract review used by corporates and law firms. Directly comparable in the AI-for-due-diligence category, with overlapping document Q&A, anomaly detection, and PE/M&A use cases though more legal-domain focused.
- Kira Systems (Litera): Kira Systems, now part of Litera, pioneered AI contract analysis for law firms and PE deal teams. Closely comparable in automated document review for diligence and has been a long-standing competitor for AI diligence workflows in PE.
- Harvey: Harvey is a domain-specific AI platform for legal and professional services, used by law firms and increasingly by their PE clients. Comparable as a vertical AI SaaS for professional services workflows, with adjacent diligence and document review use cases.
Broad incumbents
- Intralinks (SS&C): Intralinks, owned by SS&C, is a long-established virtual data room provider serving PE, banking, and legal customers. Comparable as a broad incumbent with AI features in its platform, controlling the underlying VDR infrastructure that ToltIQ plugs into.
Emerging players
- Evisort: Evisort is an AI contract lifecycle management platform with deep document Q&A capabilities. Adjacent competitor in document AI for legal and business teams, with overlap in diligence-style extraction use cases though oriented more toward ongoing contract management.
- FirmRoom: FirmRoom is a modern virtual data room provider for M&A with AI-powered deal analytics. Comparable as a newer VDR platform adding AI capabilities, targeting the same PE/M&A buyer profile with workflow overlap on diligence projects.
Market position
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ToltIQ social profiles
Digital presenceToltIQ compliance and trust
Trust signalCompliance4 records
ToltIQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
ToltIQ leadership team
Management profileNumber of profiles
Profiles15 records
ToltIQ funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ToltIQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ToltIQ
What does ToltIQ do?
ToltIQ provides an AI-powered due diligence SaaS platform that ingests virtual data rooms (PDFs, Word, Excel, PowerPoint, audio, video) for private markets investment professionals. The platform turns unstructured deal documents into queryable intelligence, produces automated research-style reports, enables bulk document queries, and supports conversational spreadsheet analysis, with every finding linked back to its source document for verification. It is sold as a subscription to private equity, private credit, family offices, real estate investors, and advisory firms such as PwC.
Is ToltIQ a public or private company?
ToltIQ is a private company. It is classified as venture growth investor backed and is currently operating.
When was ToltIQ founded?
ToltIQ was founded in 2024. It employs 11 to 50 people.
Where is ToltIQ based?
ToltIQ is headquartered in Morristown, United States, in the North America region.
How does ToltIQ make money?
One revenue line is on record: saaS Platform Subscription.
Who are ToltIQ's main competitors?
Direct peers on record are AlphaSense, Hebbia, Datasite, Ansarada, Luminance, Kira Systems (Litera) and Harvey. Intralinks (SS&C) is listed as a broad incumbent. Emerging players are Evisort and FirmRoom.
Does ToltIQ have an API?
No public API is recorded for ToltIQ.