For M&A & Deal Teams
AI for due diligence—at deal speed, with the data room's context.
Deals are won on how fast and how carefully your team can read the data room. Collivo brings the deal documents, analysis, and AI into one shared workspace, so diligence moves at deal speed without losing the thread.
Start your first deal projectTurn the data room into shared, searchable context
Connect Google Drive, SharePoint, or Box, or upload CIMs, financials, contracts, and CSVs. Collivo runs OCR on scanned documents and lets the AI search the entire data room semantically, so an analyst and a partner work from the same facts.
Encode your diligence framework with folder-level AI instructions, and every summary follows it.
Summarize CIMs and surface risk in minutes
Ask the AI to summarize a hundred-page CIM, extract key risk factors, and map them to your diligence checklist. Run the numbers in Python and drop the analysis straight into the workspace. Pressure-test the read with a full Expert Panel of specialist agents that debate across leading models like Claude, ChatGPT, and Gemini—so nothing important hides in the footnotes.
Run diligence as one team
Track the diligence checklist on a kanban board (Board, Table, Calendar, or Timeline views), and draft the IC memo in a live document with shared cursors and comment threads. Highlight any passage and tell the AI to tighten, expand, or tone-match it right in the doc.
Make the AI work the way your team does
Give the assistant a persona for your house format, and turn repeatable deal tasks—quality-of-earnings checklists, red-flag reviews, comparable analyses—into reusable Skills the whole deal team can run.
Built for deal confidentiality
Every AI model we allow on Collivo is chosen on one condition: it won't train on your data, and full ownership of everything it generates stays with you. Control who sees what with role-based access—Reader, Editor, and Manager roles, with organization-level admin oversight.
Also for consulting teams and advisory teams.