>_ alternatives to ToltIQ
10 ai agents tools that do a similar job to ToltIQ, with the facts side-by-side.
See full data, pricing and features on the ToltIQ profile page.
the tool you're replacing
ToltIQ— PE due-diligence AI from ex-KKR CIO Ed Brandman — query entire virtual data rooms with source-linked answers across financial, legal, technical, and market documents.
Private MarketsAI AgentsCALL· Bulk-query VDRs (60M+ pages indexed) with source-cited PE-specific outputs
ai-powered due diligence platform built for private markets investment professionals. securely ingests and analyzes virtual data room documents (60m+ pages indexed), extracting insights from financial, legal, ops, and market files with source-cited answers. includes bulk query, data chat for excel, customizable pe-specific prompt library, and collaborative workspaces.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| ToltIQ (this tool) | private markets investment teams conducting due diligence on virtual data rooms | CALL | Private Equity, Hedge Fund, Venture Capital |
| Dili | Confidence-scored AI memos across 3,000+ historical deals | CALL | — |
| V7 Labs | Extracts financial, legal, and commercial terms from deal documents with source tracing | CALL | — |
| Keye | private equity investors conducting due diligence on potential deals | CALL | Private Equity |
| AllMind AI | institutional buy-side and sell-side research teams across public equities, fixed income, private equity, venture capital, and wealth management | CALL | Hedge Fund, Mutual Fund, Private Equity, Venture Capital, RIA, Family Office |
| F2 | private credit funds, commercial banks, and rias underwriting debt deals who want to structure and query their firm's past transaction history | CALL | Private Equity |
| Samaya | institutional investment professionals — sell-side analysts, hedge fund teams, mutual fund managers, sales & trading desks, investment bankers, PE analysts — executing high-stakes research and monitoring workflows | CALL | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, RIA |
| WithAI | asset managers and hedge funds seeking to automate research workflows with agents that embed proprietary processes and models. | CALL | Hedge Fund |
| Blueflame AI | dealmakers and investment professionals across private markets and m&a advisory — private equity, private credit, investment banks, real estate, endowments, hedge funds. | CALL | Private Equity, Hedge Fund, Mutual Fund, Investment Bank, Venture Capital |
| Hebbia | institutional investors, bankers, advisors, asset managers, and fortune 500 companies performing high-stakes decisions and diligence. | CALL | Hedge Fund, Mutual Fund, Private Equity, Investment Bank, RIA, Family Office |
| Unlimited.ai | family offices and rias managing private markets portfolios | CALL | Family Office, RIA |
- Dili— AI due-diligence platform for PE, VC, real estate, and private credit — extracts data-room files, generates memos, comparables, and red flags with confidence scores.
- V7 Labs— Automates due diligence, document extraction, and IC memo generation for private equity and finance workflows using AI agents trained on deal documents and data rooms.Private MarketsAI AgentsCALL· Extracts financial, legal, and commercial terms from deal documents with source tracing
- Keye— Deterministic AI co-pilot for private-equity due diligence — turns dataroom files into investor-ready cohort, retention, margin, and roll-forward analyses.
- AllMind AI— Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investorsMulti-assetResearchCALL· analyzes thousands of documents simultaneously with cited institutional-grade sources
- F2— One platform that turns your firm's experience into a proprietary advantage, powering how you screen, diligence, underwrite, and monitor deals.
- Samaya— Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.
- WithAI— Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier modelsMulti-assetAI AgentsCALL· frontier AI agents running on client's own cloud with firm-specific ontology
- Blueflame AI— Provides an LLM-agnostic agentic AI platform for private equity, private credit, investment banking, and other investment firms to automate workflows across sourcing, diligence, portfolio monitoring, and reporting.Private MarketsAI AgentsCALL· multi-model orchestration routing tasks to best-fit AI models automatically
- Hebbia— Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
- Unlimited.ai— Provides AI-native consolidated portfolio reporting, due diligence management, liquidity forecasting, and document retrieval for private markets investors with an agentic chat interface.Private MarketsPortfolio ManagementCALL· agentic document chat (Laila) searches across all investment docs with sourced answers