The AI-native deal platform
Secure data rooms, an AI assistant that answers diligence questions instantly, and real-time financial reporting — built for advisors, sellers, and portfolio teams.
Everything a deal team needs, in one place
Replace the pile of disconnected tools with a single platform for documents, conversations, and numbers.
Secure data rooms
Granular, folder-level permissions with a full audit trail on every view, download, and print.
AI-powered Q&A
Buyer questions get a drafted answer instantly, pulled straight from your documents. Sellers just review and send.
Financial reporting built in
MRR, ARR, EBITDA, gross margin, and LTV, computed straight from your data — no spreadsheet exports.
Document intelligence
Every file gets read and summarized the moment it's uploaded, so nothing sits in the room unreviewed.
Works with your AI assistant
Bring your own AI. CAPITALQ connects with any MCP-compatible AI assistant, so your team can ask questions from anywhere.
Built for teams
One workspace per deal. Invite your team and counterparties with exactly the access they need.
Built for AI, out of the box
Every tenant gets its own set of MCP servers — so any MCP-compatible AI assistant can securely read a deal's documents, earnings, and reports and answer questions instantly, instead of your team digging through folders.
- Dedicated Earnings, Expenses, and Reporting MCP servers per tenant
- AI assistants query customers, invoices, positions, and financial reports directly
From a prompt to a dashboard
Point your AI assistant at the CAPITALQ reporting MCP server and ask for what you need — it calls the tools and builds the dashboard itself.
Single-agent, or full swarm
Decide who works a question — the CFO, the Legal team, or another specialized agent — alone or in swarm mode. Run more than one and CAPITALQ checks their drafts against each other automatically.
Single-agent draft
Assign one specialized agent — CFO, Legal, or another persona suited to the question — to draft the answer and flag the risks it sees, ready for a seller to review.
Swarm draft
Multiple specialized agents — CFO, Legal, and more as the roster grows — draft independently. A conflict-check agent compares every draft, and an M&A Advisor agent recommends which one to trust — before a human ever sees it.
Mesh IQ: ask across every report at once
No fixed dashboard covers every question a buyer asks. Pick two or more reports, ask anything in plain language — even a generative request like “give me a 5-year forecast” — and get an answer reasoned across all of them, with citations back to the underlying data.
Reasoned across reports, not one
This request drew on the ARR, EBITDA, and MRR reports at once to build a 5-year forecast — and caught a trend inconsistency between two of them a human reviewing each report separately might have missed.
Every answer is labeled AI-generated and unreviewed — a fast first draft, not an approved answer — and can be exported as a CSV, PDF, or an interactive dashboard.
Reporting that keeps up with diligence
MRR, ARR, ARPU, Rule of 40, EBITDA, and more — computed from your data and ready the moment a buyer asks.
Run your next deal on CAPITALQ
Open your first data room, invite your team, and let the AI assistant start answering questions in minutes.