ToltIQ offers an AI‑driven platform that streamlines due diligence for private‑markets investment professionals, enabling faster, more accurate analysis of documents and investment questions. The solution combines a curated prompt library with a secure, single‑tenant architecture that meets SOC 2 Type II and ISO 27001:2022 standards, ensuring data isolation and encryption both in‑transit and at‑rest. Clients can process millions of tokens and thousands of documents while maintaining compliance with GDPR and U.S. data residency requirements.
Funding
Funding not disclosed
Founders
Product
Problem
Private‑markets investment teams must review large volumes of complex documents and respond to detailed queries during due diligence, a process that is labor‑intensive, error‑prone, and often delayed by manual workflows.
Solution
ToltIQ provides an AI‑driven platform that automates the extraction, summarization, and analysis of investment documents, enabling professionals to generate answers to due‑diligence questions quickly and with higher accuracy. The system leverages a curated prompt library to tailor responses to private‑markets terminology and regulatory requirements. All data is processed in a single‑tenant environment that isolates each client’s information, and the platform meets SOC 2 Type II and ISO IEC 27001:2022 standards. Communication between users and the AI is secured with TLS 1.2+ encryption in transit and AES‑256 encryption at rest. For U.S. clients, data resides in U.S. AWS regions, while European clients benefit from dedicated infrastructure in Dublin to support GDPR compliance. The result is a faster, more reliable due‑diligence workflow that reduces manual effort and improves decision quality.
Target Audience
Primary customers are private‑markets investment professionals such as fund managers, analysts, and due‑diligence teams at institutional investors and holding companies.
Features
- AI-powered document ingestion that parses contracts, financial statements, and legal filings to produce structured summaries
- Natural‑language query interface allowing users to ask specific due‑diligence questions and receive concise, evidence‑backed answers
- Single‑tenant architecture ensuring complete data isolation for each client
- SOC 2 Type II and ISO IEC 27001:2022 certifications confirming robust security controls
- End‑to‑end encryption: TLS 1.2+ for data in transit and AES‑256 for data at rest
- Regional data residency options (U.S. AWS for American clients, Dublin‑based AWS for European clients) to simplify compliance with local regulations
- Built‑in prompt library customized for private‑markets terminology and compliance checks