AI due diligence · built for deal teams
Turn a data room into
a verified diligence workstream.
Evidence-backed diligence execution, not document chat. Vaultrix analyzes the entire transaction data room, maps evidence to your DD request list, flags gaps and conflicts, and links every finding to the exact source — giving deal teams a traceable first pass instead of starting from a blank spreadsheet.
Built for investment banking, private equity, M&A, credit, transaction services, and corporate development teams.
No card required for the free tier.
AI due diligence, defined
What is AI due diligence?
AI due diligence is the use of AI to read a transaction data room, answer diligence questions with citations back to the exact source, and flag what evidence is missing or conflicting — instead of a team manually reading every file. Vaultrix applies this directly to your deal: upload the room, map it against your request list, surface the evidence for each item, flag what's missing or conflicting, verify the citations behind every high-risk answer, and route the findings to your team for sign-off. The AI performs the first pass; nothing counts as closed until a person reviews it.
See how Vaultrix's AI due diligence software works →Explore diligence
workflows.
Deeper guides on how each part of the workflow actually works.
AI Due Diligence
What it means, how it works, and its limitations.
M&A Due Diligence
The process, the request list, and reporting findings.
Financial Due Diligence
Revenue, EBITDA, debt, and cross-document consistency.
Request Lists
Request vs. checklist, and the four evidence outcomes.
AI Data Rooms
How an AI layer differs from a traditional VDR.
Why teams use Vaultrix
Diligence is not a search problem. It is an evidence problem. Anyone can summarise a data room. Vaultrix determines what the documents actually support, and gets a human to sign off on it.
Upload the transaction data room once and reason across the complete document set.
Surface requests with no evidence, partial support, or conflicting information.
Every important finding traces back to the underlying source — a page, a slide, or a spreadsheet cell.
AI proposes. The deal team reviews and signs off before anything counts as closed.
Revenue, FY22 to FY26
Revenue grew from ₹700 Cr to ₹850 Cr year over year, with EBITDA margin expanding from 17.0% to 18.2% over the same period.
From data room to a verified diligence workstream.
Read the whole room.
Reason across the entire data room, not one document at a time.
Trace every finding.
Findings trace to exact pages, slides, sheets, and cells.
Surface what's missing.
Missing, partially supported, and conflicting evidence gets flagged.
Humans decide.
A reviewer approves each finding before it's treated as closed.
Close the loop.
Everything maps back to the existing DD request list.
From upload to
fully indexed.
Vaultrix parses, indexes, and categorises every file in the room, so nothing has to be read in manually before analysis can start.
PDF, Word, Excel, PowerPoint, CSV, and text files, uploaded once as a single ZIP.
Diligence request list
Your DD request list, pre-answered.
Upload the diligence request list you already use. Vaultrix maps each request to the evidence in the data room and proposes a status: evidence found, partially supported, or no evidence found.
Don't just find what's in the room. Find what's missing. Every request gets one of four outcomes: evidence found, partially supported, no evidence found, or conflicting, so gaps surface during diligence instead of after closing.
See it in action
Watch the analyst work through a live deal.
Answer → Evidence → Verification. Click a citation below to see the connection.
Cross-referencing the audited financial statements and transaction model in the data room:
- FY25: ₹119.0 Cr
- FY26: ₹155.0 Cr
- Year-over-year expansion: +30.3%
- FY25: 17.0% · FY26: 18.2% (+120 bps)
The audit indicates the expansion was driven by operating leverage on higher factory utilization and a mix shift toward higher-margin assemblies. Revenue grew from ₹700 Cr to ₹850 Cr .
Click a citation badge to inspect the exact cell or page it came from →
| ₹ Cr | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 420 | 510 | 605 | 700 | 850 |
| EBITDA | 63 | 79 | 96 | 119 | 155 |
| Margin | 15.0% | 15.5% | 15.9% | 17.0% | 18.2% |
Direct extraction from the financial model's cell matrix.
| # | Diligence request | Category | AI finding | Banker sign-off |
|---|---|---|---|---|
| 01 | Transfer pricing study, if applicable to intercompany transactions | Tax / Finance | Evidence found (high) Matches Transfer_Pricing_Study.pdf (p.21) |
|
| 02 | Audited standalone and consolidated financial statements, FY24 to FY26 | Financial | Evidence found (high) Found 3 statutory audit reports (100% complete) |
|
| 03 | Schedule of all outstanding borrowings, terms, covenants, and collateral | Contracts | Partially supported Apex & Continental agreements located; one pledge missing |
|
| 04 | Details of all material litigation, arbitration, or regulatory proceedings | Legal | Partially supported $1.8M breach-of-contract matter identified; docket pending |
|
| 05 | Confirmation of compliance with applicable regulatory filing requirements | Corporate | No evidence found No filings uploaded to the Corporate folder |
Governance rule: the AI proposes findings with citations. An item only closes once a verified banker confirms it.
| Document | Category | Pages | Status | Action |
|---|---|---|---|---|
| XLSXFive_Year_Financial_Model.xlsx | Financial | 3 sheets | Parsed | |
| PDFStatutory_Audit_Report_FY26.pdf | Financial | 22 pages | Parsed | |
| PDFCredit_Agreement_Apex_Finance.pdf | Contracts | 24 pages | Parsed | |
| PDFCredit_Agreement_Continental.pdf | Contracts | 21 pages | Parsed | |
| DOCXMemorandum_of_Association.docx | Corporate | 28 pages | Parsed | |
| PDFDraft_Red_Herring_Prospectus.pdf | Regulatory | 180 pages | Parsed | |
| PDFTransfer_Pricing_Study.pdf | Tax | 42 pages | Parsed |
The Company is currently a defendant in one litigation matter alleging breach of contract, with claim amount of $1.8M…
No default or material dispute exists under any major supply agreement except the disclosed proceeding alleging breach of contract…
Consolidated EBITDA margin projected at 18.2% for FY26 vs. 17.0% in FY25, an increase of 120 bps…
The Borrower certifies that, except as set forth on Schedule 8.4, there are no actions, suits, or proceedings pending or threatened against the Borrower…
Ask the questions that
normally take hours.
"Summarise working capital movements over the last three fiscal years."
"What percentage of revenue comes from the top 10 customers?"
"List all outstanding borrowings, maturity dates, covenants, and collateral."
"Identify change of control provisions across material agreements."
"Find evidence of transfer pricing documentation and identify gaps."
"The financial model says X. Does the audited financial statement support it?"
Security capabilities available today
Built for the most
confidential room in the building.
Vaultrix is built for teams handling unannounced transactions.
Data isolation
Retrieval, uploads, and document access are scoped to a single deal, enforced server-side. One deal can never read another's data.
Private processing
Document indexing and embedding happen on Vaultrix infrastructure — text never leaves our servers for that step.
Encryption
Data is encrypted at rest and in transit using standard cloud-provider encryption. No dedicated per-deal keys yet.
Access control
A user needs an explicit membership on a deal — not just membership in your organisation — before they can query it, upload to it, or view its documents.
Activity logging
Questions, document views, uploads, and review decisions are logged with who and when. No export tool yet.
AI provider privacy
Answering a question calls Anthropic's and OpenAI's APIs. Their standard API terms don't use inputs or outputs for model training by default.
Deletion
Deleting a deal removes its files from storage and its rows from the database, permanently. No certificate, just verified deletion.
Built specifically for diligence workflows
Your data room stores the evidence. Vaultrix works through it.
A data room gives you storage. A general-purpose AI tool gives you a conversation. Neither is purpose-built for the full DD workflow — mapping a request list to evidence, flagging gaps and conflicts, and routing findings for sign-off. Vaultrix complements your existing diligence stack rather than asking you to replace it.
| Capability | Vaultrix | Traditional data room | General-purpose AI |
|---|---|---|---|
| Whole data-room ingestion | ✓ Whole ZIP archive, one upload | ✓ Stores files, no reading them for you | ✗ Not purpose-built for the full DD workflow |
| Cross-document reasoning | ✓ Reasons across the whole data room | ✗ No synthesis, you read every file yourself | ✗ Not purpose-built for the full DD workflow |
| Exact source citations | ✓ Every answer cites the page, slide, or cell | ✗ Stores and organizes evidence; does not perform the diligence analysis layer | ✗ Not purpose-built for the full DD workflow |
| DD request-list mapping | ✓ Auto-maps your DD request list to uploads | ✗ Manual spreadsheet tracking | ✗ Not purpose-built for the full DD workflow |
| Missing evidence detection | ✓ Flags found, partial, and no-evidence items | ✗ Manual review to spot gaps | ✗ Not purpose-built for the full DD workflow |
| Conflict detection | ✓ Flags contradicting information across documents | ✗ No detection capability | ✗ Not purpose-built for the full DD workflow |
| Human review and sign-off | ✓ Banker or analyst accepts or rejects each finding | n/a No AI findings to review | ✗ Not purpose-built for the full DD workflow |
| Deal-level permissions | ✓ Enforced server-side, per deal room | ✓ Most offer some form of permissioning | ✗ Single shared account or session |
| Audit trail | ✓ Questions, views, uploads, and decisions logged | ✓ Typically included for document access | ✗ No persistent deal-level audit trail |
Built for the people
doing the diligence.
AI-assisted, human-reviewed, at every step.
Investment Banking
First-pass analysis across large transaction rooms and faster evidence gathering.
Private Equity
Evaluate financial, commercial, legal, and operational evidence before investment committee review.
Transaction Services
Reduce repetitive document review while maintaining traceability.
Private Credit
Surface debt terms, covenants, collateral, and financial evidence faster.
Corporate Development
Accelerate acquisition diligence without losing source traceability.
Transparent pricing · no sales call required
One diligence engine.
Different usage levels.
Every paid plan includes the same diligence engine — AI Q&A, request-list automation, and AI-generated Deal Reports. Plans differ primarily by usage. Real numbers, right here — no demo request required to see them.
Starter
- 60 credits / mo
- 1 user
- 2 AI Deal Reports / mo
Pro
- 200 credits / mo
- 1 user
- 6 AI Deal Reports / mo
Enterprise
Frequently asked questions
Answers for deal teams and compliance officers
PDF, Word (.docx), Excel (.xlsx/.xls), PowerPoint (.pptx), CSV, and plain text. One caveat worth knowing: we don't run OCR yet, so a scanned, image-only PDF won't have extractable text. Native/digital PDFs work fine.
Yes. Upload the whole room as a single ZIP archive (up to 500 files) and Vaultrix parses, indexes, and categorises every supported file so the analyst can reason across all of it, not just one document at a time.
Every answer is required to cite the page, slide, or spreadsheet cell it came from. If the model can't point to a source, it says so instead of guessing. That doesn't make the model infallible; it means every claim is checkable.
Yes. Vaultrix parses .xlsx and .xls files sheet by sheet, and citations resolve to the exact sheet name and cell range, not just the filename.
Yes. When two source documents disagree on the same fact, Vaultrix surfaces both instead of silently picking one for you.
Yes. Import your request list from Word or Excel and Vaultrix maps each line to evidence in the data room, proposing evidence found, partially supported, or no evidence found. It never closes a request on its own.
Document indexing runs entirely on our own infrastructure. The text of your files never leaves our servers for that step. Answering a question does call Anthropic's and OpenAI's APIs, which under their standard API terms don't train on your inputs or outputs by default. We haven't signed a separate zero-retention addendum yet. If that's a hard requirement, tell us before you upload anything sensitive.
Every deal is a separate access boundary enforced server-side. A user needs an explicit membership on a deal to query it, upload to it, or view its documents; org membership alone grants nothing.
Not yet. Today Vaultrix runs as a single, shared environment. Each org's data is isolated by role-based access control and org-scoped queries enforced in the application and database layer, not by separate infrastructure per customer. A dedicated deployment is realistic for a large enterprise engagement. Reach out and we'll scope it.
Vaultrix has not yet pursued formal SOC 2 or ISO 27001 certification. What we can tell you concretely: every deal enforces access control server-side, document indexing happens locally instead of through a third-party embeddings API, and every AI finding needs a human sign-off before it's treated as final. If a formal certification is a hard requirement today, let's talk before you sign up.
Your next data room
can be your first test.
Upload a transaction data room and see how Vaultrix maps evidence, surfaces gaps, and answers diligence questions with source-level citations.
No card required.