AI due diligence software for private equity

01How do PE deal teams use Vaultrix?

PE deal teams use Vaultrix during buy-side diligence to work through a target's data room faster: mapping the request list to evidence, flagging gaps and conflicts, and citing every finding back to its source before it reaches an investment committee.

It's built around the actual workflow of evaluating a target — not a general document chatbot pointed at a deal room.

02How does Vaultrix support buy-side diligence?

Once a target's data room is available, Vaultrix ingests it as a single ZIP and indexes everything, so the deal team can start asking diligence questions immediately instead of reading folder by folder. Questions an associate would ask — about revenue concentration, debt terms, litigation exposure — get answered with citations to the exact page, slide, or cell, across financial, legal, commercial, and operational documents at once.

03How does Vaultrix handle large or multiple data rooms?

A confirmatory diligence room can run to hundreds of documents; a firm evaluating several opportunities at once is often working through more than one room in parallel. Each deal in Vaultrix is a separate, isolated workspace — access is scoped per deal, server-side, so a document in one target's room is never visible from another.

04How does Vaultrix help with investment committee preparation?

An IC memo needs to state findings the team can defend if a partner asks "how do we know that." Because every Vaultrix answer traces to a specific source, the underlying evidence is already assembled by the time memo drafting starts — the deal team is compiling verified findings, not re-checking a summary against the room from scratch. Vaultrix doesn't draft the investment thesis or recommendation; that judgment stays with the deal team.

05What financial and commercial diligence does Vaultrix support?

On the financial side, Vaultrix parses Excel models sheet by sheet and cross-checks figures against audited statements and management accounts — see financial due diligence for the full breakdown. On the commercial side, it can pull customer concentration, contract terms, and management-presentation claims out of the room and check them against the underlying documents rather than taking a management deck at face value.

06How does request-list tracking work for a PE deal?

Upload the request list the deal team is already using and Vaultrix maps each line against the room, proposing evidence found, partially supported, no evidence found, or conflicting for every item. See the full model in due diligence request lists.

07How are evidence gaps and conflicts surfaced?

Missing information and contradictions between documents are flagged automatically rather than depending on someone catching them during a manual read-through. On high-risk questions, a second, independent model re-checks the citation behind an answer before it's shown. A person reviews and signs off on every finding — Vaultrix never closes a request on its own.

08What does Vaultrix not replace for a PE firm?

Vaultrix accelerates the first pass through a data room and grounds findings in evidence. It doesn't replace the investment judgment that goes into an IC decision, a third-party QoE engagement, legal counsel, or the deal team's own diligence experience — it gives that team a faster, more traceable starting point.