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.
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.
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
What sets it apart
-
Model-agnostic platform (OpenAI, Anthropic, Google, Cohere) for best-in-class LLM outputs
-
Single-tenant architecture ensures complete data isolation; SOC 2 Type II certified
-
Founded by former KKR Partner; deep private markets operational DNA
Key Facts
- Category
- Due Diligence
- Founded
- 2023
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- Private Equity, Private Markets (LP/GP)