TotlIQ

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

  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

Category
Due Diligence
Founded
2023
Pricing
Subscription
Deal Stage
Transaction
Target Market
Private Equity, Private Markets (LP/GP)