Former investment bankers who built the deal room we always wanted
We spent our careers inside M&A processes — building data rooms, answering diligence requests, and drafting memos late into the night. So we built a platform where AI agents do that work inside a virtual data room, and the deal team stays in control.
Built from the other side of the table
Every M&A process runs through a data room. It is where the financials, contracts, and diligence answers live — and where most of a deal team's hours disappear. Indexing documents, chasing request lists, summarizing a CIM, turning a folder of files into an investment committee memo: the work is essential, repetitive, and slow.
As former investment bankers, we did that work by hand for years. When AI became good enough to read a data room the way an analyst does, we stopped waiting for someone else to build the tool and built it ourselves.
The result is a virtual data room with AI agents working inside it: they organize what is uploaded, draft the summaries and memos, track diligence, and flag what is missing. People review every output and make every decision.
How we think about deals
The deal lives in the data room
Documents, diligence, and decisions all start there. Put the AI where the documents already are, not in a separate tool.
Agents do the grunt work
Indexing, first drafts, request tracking, and summaries are work software should do — so bankers, buyers, and owners can spend their time on judgment.
People make the calls
Every agent output is a draft for human review. Nothing goes to a buyer, lender, or investor without someone on the deal team approving it.
Software company and principal investor
InvestmentBank.com is a software platform. We are not a registered broker-dealer, we do not solicit or place securities, and we do not give investment, legal, tax, or accounting advice.
We are also principals. We regularly look to acquire, invest in, or partner with established businesses generating more than $2M in EBITDA. When we transact, we do it for our own account — not as anyone's agent.
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.