ToltIQ

ToltIQ is the AI-powered due diligence companion for any Alternative Asset investor— built to turn deal documents, filings, and research into defensible analysis in minutes, not days.

Whether you're screening a CIM, stress-testing a credit agreement, or drafting an IC memo, ToltIQ helps you cut through the noise with cited, source-linked answers. Upload the documents that matter, ask the questions your team actually asks, and move faster without sacrificing rigor.

Built alongside deal teams at leading PE and credit shops, ToltIQ speaks your language — covenants, baskets, EBITDA bridges, and all.

Key features

Ask-anything research across deal documents, SEC filings, and public data — every answer is cited

Upload CIMs, credit agreements, indentures, and data room files for instant synthesis

Covenant and capital structure analysis for credit agreements and bond indentures

CIM deep-dives with seller-bias flags and cross-document checks

Pre-built IC memo, deal screen, and DD dashboard templates

Pipeline and deal workspace to keep every opportunity organized

Dark mode, offline drafts, and secure document handling

ToltIQ is available to users with a valid ToltIQ enterprise account. If your firm isn't yet a ToltIQ customer, visit http://toltiq.com to get in touch.