What We Do

A virtual data room with M&A AI agents built in

Upload your documents once. Our agents organize the room, read the files, and draft the work a deal team does by hand — CIM summaries, IC memos, diligence tracking, and request lists — so your process moves faster.

How it works

From sign-up to first draft in an afternoon

  1. 01

    Create your account

    Sign up on VDR.ai and open a data room for your deal.

  2. 02

    Upload your documents

    Drop in financials, contracts, and corporate records. The agents index and organize them.

  3. 03

    Put the agents to work

    Summaries, memos, diligence tracking, and gap checks — each one a draft for your review.

We also acquire

Looking for businesses with more than $2M in EBITDA

Beyond the software, we are principals. We regularly look to acquire, invest in, or partner with established, profitable businesses. If you own one and are thinking about a sale, a recapitalization, or a partner, we would like to hear from you — in confidence.

EBITDA
More than $2M
Profile
Established, profitable, owner-operated or sponsor-backed
Structures
Full acquisition, majority or minority investment, partnership
Our role
Principal, for our own account — not a broker or agent
Get started

Open your first data room in minutes

Create an account on VDR.ai, upload your documents, and put the agents to work.

Software platform only. Not a registered broker-dealer. No securities, legal, tax, accounting, or investment advice.