ToltIQ and Intapp Partner to Unify Deal Execution and Due Diligence for Private Markets Firms

On February 23, 2026, ToltIQ and Intapp announced a strategic partnership aimed at enhancing deal execution and due diligence processes for private market professionals, including private equity firms and Family Offices. This collaboration integrates ToltIQ’s AI-driven due diligence platform with Intapp DealCloud, effectively bridging the gap between document analysis during due diligence and relationship and pipeline management systems.

The partnership addresses a significant pain point for investment teams: the disconnection between due diligence processes and the overall deal management framework. By allowing diligence findings to flow directly into DealCloud, firms can maintain a cohesive workflow, integrating critical diligence insights across all stages of deal management. Ed Brandman, CEO and Founder of ToltIQ, emphasized that this integration eliminates inefficiencies and enhances the context within which investment teams operate, stating, "Diligence shouldn't be a separate workstream. It should inform every stage from sourcing through close."

In addition to improving efficiency, this integration strengthens the auditability of firms' activities by archiving diligence insights alongside deal records. This results in a searchable repository of institutional knowledge that builds over time, further enhancing the value derived from both the due diligence and deal execution processes.

According to Jake Hauck, Director of Data & Technology Partners at Intapp, the collaboration reflects a mutual commitment to empower private capital professionals by leveraging AI to streamline workflows and enhance decision-making capabilities. The partnership marks a significant advancement in facilitating a more interconnected approach to private market transactions, underscoring a shared vision of modernizing the private equity landscape for greater operational efficiency and strategic insight.

As ToltIQ continues to innovate in due diligence solutions and Intapp enhances its service offerings, this partnership positions both companies to significantly impact how private market firms operate.

The recent partnership between ToltIQ and Intapp represents a strategic convergence that addresses critical pain points faced by private equity and credit firms during the due diligence process. This collaboration combines ToltIQ's advanced AI-powered due diligence platform with Intapp's DealCloud, enabling a seamless flow of critical data between relationship management and the due diligence workflow.

Investment firms often grapple with inefficiencies due to the siloed nature of their systems; tasks involving document analysis and deal tracking are commonly disjointed. By integrating ToltIQ with DealCloud, firms can transform their due diligence practices, ensuring that insights extracted from extensive documentation are directly linked to deal flow and relationship management. This integration not only streamlines workflows but also enhances the overall intelligence available to investment professionals, allowing them to make more informed decisions swiftly.

From a market perspective, investors should take note of the implications of this partnership for private equity firms aiming to enhance operational efficiency and gain a competitive edge. The ability to maintain a searchable repository of diligence findings alongside deal records means firms can build a robust institutional knowledge base, which compounds value over time.

Furthermore, as the private capital landscape continues to emphasize the importance of data-driven decision-making, ToltIQ and Intapp's AI-native approach positions them as potential market leaders. Firms that leverage this integrated solution may experience a significant return on investment through improved deal velocity and enhanced risk management capabilities.

In conclusion, entities within the private market should consider evaluating their current operational frameworks and the potential benefits of adopting integrated AI-driven solutions like ToltIQ and Intapp's collaboration. Embracing such innovations will be pivotal for firms looking to stay competitive in an increasingly tech-driven environment.