Run AI diligence on the deal you already have in SmartRoom.
SmartRoom and ToltIQ are now connected. Your deal files sync from SmartRoom into ToltIQ automatically, no exporting, no re-uploading, so your team can run ToltIQ's diligence AI across the whole deal and keep working as your data room updates.
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What ToltIQ does
ToltIQ is an AI due-diligence platform built for private markets. Deal teams load the documents they would otherwise work through by hand, CIMs, QoE reports, contracts, management call notes, and query the entire set at once. Every answer links back to the file and page it came from.
The company was founded by Ed Brandman, formerly Partner and Chief Information Officer at KKR, and is used by GPs, LPs, family offices and diligence advisory firms. ToltIQ works with any data room. The SmartRoom integration removes the manual step of getting your files into it.
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Bulk contract review
Query customer contracts, vendor agreements, MSAs, order forms and renewal terms together to surface revenue concentration, pricing mechanics, churn risk, change-of-control provisions and key customer commitments.
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Deal material preparation and review
Sell-side teams use it for CIM, teaser, management presentation and Q&A prep. Buy-side teams use it to accelerate review of CIMs, QoE materials, data rooms and management call notes.
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Diligence question generation
Sellers anticipate the questions buyers will ask. Buyers surface commercial, financial, operational and customer diligence gaps earlier in the process.
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Process intelligence
Deal notes, prior processes, diligence findings and comparable transactions stay organized within your own work, so teams are not rebuilding the same analysis from scratch on every deal.
The integration
Why the integration?
Your deal lives in SmartRoom. With the integration, it flows into ToltIQ on its own, where your team can question the entire deal and get answers in seconds, each one linked back to the source document.
The files move so you don't have to
SmartRoom syncs your deal files into ToltIQ automatically. No exporting, no re-uploading, no rebuilding the document set by hand. The integration handles the transfer.
Every answer is backed by a source
Ask one question across thousands of documents and get a straight answer, linked to the exact file and page it came from. Easy to check, easy to stand behind.
Always working from the latest version
As new documents are added to SmartRoom, they sync into ToltIQ on their own. Your team keeps querying the current state of the deal, not last week's copy.
Security on both platforms
SmartRoom and ToltIQ are both SOC 2 compliant. ToltIQ adds ISO 27001 certification and a strict zero-data-retention policy, and client data is never used to train AI models.
Who it's for
Built for the teams already working in SmartRoom
Private equity, investment banking, corporate development and legal.
Buyer or seller, banker or advisor, it works on either side of the table: run buy-side diligence on a target, or prep your own deal for sale and see what answers buyers will surface before they do.
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Track record
Trusted by industry leaders
Partnering with SmartCloud has simplified and streamlined our M&A activity from both the buyside and sellside. Ease of use, dedicated support and best in class technology saves us hours of time on every transaction while ensuring a safe, reliable platform for our data.
SmartCloud is our go-to data room provider. The system is easy to use, represents fantastic value for money and the support and service from the SmartRoom team is incredibly responsive and second to none.
After researching several competitors, closely comparing features and benefits, going with SmartCloud was one of the best decisions I made last year. Great value, tech and rockstar round-the-clock customer service, both for ourselves and on behalf of our clients.
Request early access
Tell us about your team and we'll set up a walkthrough of the SmartRoom + ToltIQ integration on a data room of your choosing.