Buy-side DD in days, not weeks. Portfolio ops that scale with your fund.
AI-powered deal due diligence with bulk contract review, secure data rooms, and cross-document risk search. Post-close: standardize contracts across portfolio companies. CH/EU-hosted.
The Challenge
- Buy-side DD timelines compress while document volumes grow
- Red flags buried in hundreds of target company contracts
- Multiple workstreams need controlled VDR access with audit trails
- Post-close integration surfaces inconsistent contractual terms across portcos
- Deal teams repeat the same risk analysis from scratch every transaction
Buy-side DD at deal speed
Upload the target's entire VDR into Sphere. Auto-Playbooks trigger risk analysis on every document as it lands. Surface change-of-control triggers, uncapped liabilities, consent requirements, and key-person clauses across the full contract set. Findings are structured by risk level with exact paragraph references.
- 15+ formats indexed (DOCX, PDF, XLSX, PPTX, CSV)
- Auto-Playbooks run on upload: no manual trigger per doc
- Hybrid RAG search: query across the entire target VDR
- Structured risk findings with paragraph citations
Secure VDR with LP-grade audit trails
Run the deal through Sphere's data rooms. Invite external counsel, co-investors, and advisors with role-based access. Per-user folder restrictions control who sees what. Immutable audit trails log every view, download, and edit. Export logs for IC memos and LP compliance packs.
- External participants: no DocIQ account required
- Per-user folder and permission restrictions
- Immutable audit trail exportable for IC/LP reporting
- AI-powered review tools available within the VDR
Post-close: standardize contracts across portcos
After close, extract clauses from the target's existing agreements into Sphere's clause bank. Tag by jurisdiction and type. Roll out standardized language (liability caps, IP assignment, non-competes) across portfolio companies. Reuse your fund's preferred terms on the next deal without starting from scratch.
- Extract and tag clauses from existing portco contracts
- Jurisdiction-tagged clause bank for multi-market funds
- Usage tracking: see adoption of standard terms across portcos
- Reusable playbooks: encode your DD checklist once, run on every deal
Frequently Asked Questions
Ready to get started?
See how DocIQ can transform your document workflows. Swiss engineered, privacy-first, legally precise.
Explore Sphere