AI diligence analyst · built for deal teams
Turn a data room into
a diligence analyst.
Vaultrix reads your data room, answers diligence questions, works through your request list, and links every finding directly to the source page, slide, or spreadsheet cell.
Built for investment banking, private equity, M&A, credit, transaction services, and corporate development teams.
No card required for the free tier.
From data room to diligence in four steps.
Drop in the data room.
Upload once. Vaultrix reads and structures everything in it.
Ask the questions an associate would ask.
Reason across the whole room, not one document at a time.
Every important claim points to evidence.
Nothing arrives without a source you can check.
AI suggests. Humans decide.
A person signs off before a finding ever counts as closed.
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.
Why Vaultrix is different
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.
Vaultrix reads the whole data room and reasons across documents to answer diligence questions, surfacing the evidence, gaps, and conflicts it finds.
Every important finding traces to its exact source: a PDF page, a presentation slide, a spreadsheet sheet and range, or the source document itself. On high-risk questions, a second, independent model checks every citation against the source text and flags anything it can't support, instead of presenting it as fact.
The AI performs the first pass. Your deal team reviews every finding, missing item, and conflict, and signs off before anything counts as closed.
Deal data stays isolated and protected by the security capabilities Vaultrix actually has today, not the ones on a roadmap.
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.
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.
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.
"Compare FY25 vs FY26 EBITDA and explain the bridge."
"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
Built for the most
confidential room in the building.
Vaultrix is built for teams handling unannounced transactions. Here's exactly what's in place today.
Private processing
Document indexing and embedding is performed on Vaultrix infrastructure. Text never leaves our servers for that step.
Deal isolation
Retrieval is scoped to a single deal, enforced server-side. One deal can never read another's data.
Encryption
Data is encrypted at rest and in transit using standard cloud-provider encryption. No dedicated per-deal keys yet.
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 applicable policies do not use API inputs or outputs for model training by default.
Real deletion on request
Deleting a deal removes its files from storage and its rows from the database, permanently. No certificate, just verified deletion.
How it compares
Your data room stores the evidence. Vaultrix works through it.
A data room gives you storage. A general chatbot gives you a summary you still have to verify. Vaultrix complements your existing diligence stack rather than asking you to replace everything.
| Capability | Vaultrix | Traditional data room | General-purpose AI chatbot |
|---|---|---|---|
| Ingest entire deal context | ✓ Whole ZIP archive, one upload | ✓ Stores files, no reading them for you | ✗ Usually capped at a few files per chat |
| AI diligence analysis | ✓ Answers diligence questions directly | ✗ No analysis, storage only | ✓ Can analyse, but ungrounded |
| Cross-document reasoning | ✓ Reasons across the whole data room | ✗ No synthesis, you read every file yourself | ✗ Limited by what fits in one chat |
| Evidence-linked answers | ✓ Every answer cites the page, slide, or cell | ✗ No synthesis to link in the first place | ✗ Summarises without a verifiable source trail |
| DD request-list matching | ✓ Auto-maps your DD request list to uploads | ✗ Manual spreadsheet tracking | ✗ Not a purpose-built workflow |
| Missing or partial evidence identification | ✓ Flags found, partial, and no-evidence items | ✗ Manual review to spot gaps | ✗ Not a purpose-built workflow |
| Human review and sign-off | ✓ Banker or analyst accepts or rejects each finding | n/a No AI findings to review | ✗ No review or audit trail |
| Deal-level permissions | ✓ Enforced server-side, per deal room | ✓ Most offer some form of permissioning | ✗ Single shared account or session |
Built for the people
doing the diligence.
AI-assisted, human-reviewed, at every step.
Investment Banking
Accelerate financial, commercial, legal, and document-heavy diligence.
Private Equity
Get faster answers across large deal rooms during evaluation and confirmatory diligence.
Transaction Services
Reduce manual document review and evidence gathering.
Private Credit
Quickly investigate financials, debt documents, covenants, and collateral.
Corporate Development
Accelerate acquisition diligence without losing traceability.
One diligence engine.
Different usage levels.
Every plan includes the full Vaultrix diligence engine. No feature gating. Choose the amount of AI usage you need.
Starter
- 60 credits / mo
- 1 user
Pro
- 200 credits / mo
- 1 user
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.
Not yet. We're an early-stage product and haven't pursued formal 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 diligence review
shouldn't start with 1,000 documents.
Upload the room. Ask the questions. Follow the evidence.
No card required.