AI due diligence software for investment banking

01How do investment banking teams use Vaultrix?

Investment banking deal teams use Vaultrix to work through transaction data rooms faster on both sides of a deal — answering diligence questions with citations, tracking request lists, and flagging gaps or conflicts before they slow deal execution down.

Deal timelines don't leave much room for a slow first pass through a data room; the value here is compressing that first pass without losing traceability.

02How does Vaultrix support sell-side diligence?

On the sell side, the room is typically being prepared to answer questions from multiple prospective buyers. Vaultrix can be used to check the room against the questions buyers are likely to ask before it's opened up — surfacing what's missing or what two documents say differently — so a gap gets fixed before a buyer's advisor finds it during their own diligence.

03How does Vaultrix support buy-side diligence?

On the buy side, it's the same core workflow as M&A due diligence generally: upload the target's room, map it against the request list, and get evidence-backed answers to the questions the deal team needs resolved before advising on terms.

04How does Vaultrix work with transaction data rooms?

Upload the room's documents as a single ZIP archive and Vaultrix parses, indexes, and categorises everything so the deal team can reason across the whole set rather than one file at a time. It's an AI layer that works with the documents in a room, not a replacement for how the room itself is hosted and permissioned — see AI data rooms for the full distinction.

05Can Vaultrix help review information memorandums against the data room?

An information memorandum makes claims — about revenue growth, customer concentration, market position — that should be checkable against the underlying documents in the room. Vaultrix can answer questions like "does the audited financial statement support this IM's revenue figure" directly, citing the source, instead of a reviewer manually cross-checking page by page.

06How does request-list tracking work on a live deal?

Import the request list already in use — from either side of the table — and Vaultrix maps each line to the evidence it finds in the room, proposing one of four outcomes: evidence found, partially supported, no evidence found, or conflicting. Full detail in due diligence request lists.

07How do deal teams collaborate in Vaultrix?

Every deal is its own workspace with server-side access control — analysts, associates, and VPs working the same live deal see the same evidence and the same request-list status, and every finding carries an audit trail of who reviewed and signed off on it.

08What does Vaultrix not replace for an investment banking team?

Vaultrix accelerates document review and grounds findings in evidence; it doesn't replace the banker's judgment on deal structure, valuation, negotiation strategy, or client advice. It's a faster, more traceable first pass through the room — not a substitute for the deal team's own analysis.