# ToltIQ

> ToltIQ builds AI software for private markets due diligence, helping investment teams analyze data-room documents, trace findings to original passages and collaborate on deal work. Founded by former KKR CIO Ed Brandman in 2023, the company combines document processing with reusable workflows, document generation and integrations with deal-management and market-data providers.

- **Founded:** 2023
- **Headquarters:** New York, United States
- **Founders:** Ed Brandman (Founder and CEO)
- **Products:** ToltIQ due diligence platform, Blueprints, Workflows, Bulk Query, Vaults
- **Notable:** Ten firms in pilot mode reported in January 2024., SOC 2 Type II compliance announced in March 2025., Dublin AWS infrastructure announced in October 2025.

## Products & services

- **ToltIQ due diligence platform** — Secure document ingestion, classification, source-linked questions and shared deal analysis for private markets professionals.
- **Blueprints** — Converts existing PDFs, Word documents and PowerPoint decks into reusable, editable templates populated from deal materials.
- **Workflows** — Saves diligence steps as repeatable sequences.
- **Bulk Query** — Extracts comparable answers across hundreds of documents in one run.
- **Vaults** — Shared repositories of research, templates and firm knowledge that can supply deal context.
- **Data Chat** — Questions spreadsheet data and generates charts; described in a July 2025 product article.
- **ToltIQ MCP** — Connects authorized deals and vaults to Claude and ChatGPT, retaining ToltIQ user permissions.

## Achievements

- Ten firms in pilot mode reported in January 2024.
- SOC 2 Type II compliance announced in March 2025.
- Dublin AWS infrastructure announced in October 2025.
- H.I.G. selected ToltIQ after a two-month evaluation.
- PwC reported 2 million+ documents processed by June 2026.

## Latest updates

- **2026-08** — Published a document-focused analysis of data-center diligence on August 13.
- **2026-08** — Introduced MCP access for Claude and ChatGPT on August 10.
- **2026-06** — Announced PitchBook partnership on June 24.
- **2026-06** — Announced strategic relationship with PwC on June 15.
- **2026-05** — Launched Blueprints on May 6.

## Links

- Website: https://toltiq.com/
- LinkedIn: https://www.linkedin.com/company/toltiq

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Profile page: https://yespress.io/toltiq
Published by YesPress — https://yespress.io
Last updated: 2026-10-04