Datasite vs ToltIQ

Keep the deal in your pocket with the Datasite mobile app. Put the world’s most trusted data room on your iPhone and manage any transaction, anywhere. Depend on technology made for M&A, whether it’s a financing, a restructuring, a mid-sized deal, or a billion-dollar asset sale. Collaborate seamlessly and save weeks. • Sell-side due diligence • Buy-side due diligence • Data room preparation • Pipeline management

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.