The data room that runs diligence with you.
InvestConclave builds AI-native deal infrastructure for founders, advisors, and investors — starting with Pitch Forge, a virtual data room where specialized agents answer diligence questions grounded in your files.
No credit card required · DPDP & GDPR-ready · Data residency in India
The category is broken.
Opaque pricing, built for foreign markets, and AI bolted on as an afterthought.
We built the opposite.
Transparent pricing
Public tiers, no per-page games, no "contact sales to see a number." Know your cost before you start.
India-first compliance
Built for DPDP 2023 from day one — with GDPR and SOC 2 (in progress). Data residency in India.
AI that’s native, not bolted on
Room-scoped AI agents — each a full workspace with a dashboard, checklists and an audit trail — not a chatbot stapled to a file share.
Four agents that run diligence with you
Not one chatbot — each agent is a workspace in your deal room: a dashboard, a chat, and the tools to review and correct what the AI extracted.
Due Diligence Agent
The Due Diligence Agent turns a pile of uploads into a reviewed data room. It auto-sorts documents into folders, maps them to a diligence checklist across corporate, financial, legal, tax and IP domains, and shows exactly what’s covered and what’s still missing. Ask it anything and it answers grounded in your files — every citation opens the source page. Map or unmap a document by hand and coverage recomputes instantly.
- Checklist coverage Maps documents to a mandatory / recommended requirements checklist by domain, and flags what’s still missing.
- Auto-categorised documents Sorts uploads into folders and tags each file’s type, so the room is organised from day one.
- Grounded Q&A with citations Answers diligence questions from your files — every citation opens the exact source page in a drawer.
- You stay in control Map or unmap a document by hand and coverage recomputes — human-in-the-loop, not a black box.
Yes — a signed Founders’ Agreement with 4-year vesting and a 1-year cliff, equity split 55 / 30 / 15.
Financial Analyst Agent
The Financial Analyst Agent reads your statements and financial model and reconciles them into one normalised set of figures — revenue, EBITDA, margins, ARR, burn, runway and the ratios reviewers check first. It shows the source and a data-quality flag for every number, flags conflicts across documents, and lets a human override any figure or confirm a line-item mapping. Every change recomputes the derived metrics and lands in an audit trail.
- Reconciled Schedule-III figures Extracts and normalises P&L and balance-sheet figures into one dashboard of KPIs, trends and ratio health.
- Conflict detection Flags where the same metric disagrees across documents — e.g. audited revenue vs. the model’s run-rate.
- Human-verified, with an audit trail Override any figure or confirm a mapping; derived metrics recompute and every edit is logged.
- Traceable to the source line Every figure links back to the exact statement line or page it was read from.
ARR ₹15 Cr, ~16.5 months runway — but audited revenue (₹41.2 Cr) conflicts with the model (₹43.7 Cr).
Business Risk Agent
The Business Risk Agent will scan the room for legal, compliance, concentration and missing-document risks and organise them into a risk register with severity and an accept / dismiss workflow. It builds on the diligence checklist and reconciled financials to catch what reviewers care about — a single customer that’s 38% of ARR, a missing mandatory filing, an unusual clause. On the roadmap.
- Risk register Findings organised by domain and severity, with an accept / dismiss workflow.
- Red flags Surfaces concentration, missing-mandatory and compliance risks reviewers flag first.
- Domain heatmap A heatmap of risk across corporate, financial, legal, tax and IP.
Customer concentration — one customer is ~38% of ARR — and two mandatory documents are still missing.
Valuation Agent
The Valuation Agent will read the cap table and term sheet to frame the round — fully-diluted ownership, dilution scenarios, valuation multiples against the reconciled financials, and the mechanics of the SAFE or iSAFE (cap, discount, conversion). On the roadmap; today the Financial Analyst Agent already surfaces the figures it will build on.
- Fully-diluted cap table Parses the cap table into current ownership and an as-converted view.
- Dilution scenarios Models how the round and ESOP pool change ownership.
- Term-sheet analysis Reads SAFE / iSAFE terms — cap, discount, conversion — and valuation multiples.
The $8M iSAFE cap implies ~4.4× ARR (₹15 Cr), with a 20% discount to the next round.
From zero to an AI-assisted data room in an afternoon
Four steps from an empty room to live diligence.
- 01
Create a room
Spin up a secure, branded deal room in minutes — no setup call required.
- 02
Upload & organize
Drop in your documents. They render in-browser as PDF, PPTX or DOCX.
- 03
Invite & track
Grant document-level access to each party and see exactly who viewed what.
- 04
Let the agents answer
AI agents field the repetitive diligence questions — grounded, with citations.
Pitch Forge
Create secure deal rooms, share documents with granular control, and let room-scoped AI agents answer diligence questions grounded in your files.
- Secure deal rooms Granular, document-level access with full audit trails.
- Teams & roles Invite founders, advisors, and investors with the right permissions.
- AI agents Ask questions; get answers grounded in the room’s documents, with citations.
- Diligence analytics Surface key metrics and flag conflicts across the data set.
Granular, document-level access with full audit trails.
Invite founders, advisors, and investors with the right permissions.
Ask questions; get answers grounded in the room’s documents, with citations.
Surface key metrics and flag conflicts across the data set.
Built for everyone at the table
Founders, advisors, investors, and legal teams — each gets a room shaped to how they work.
A posture you can defend
India-first compliance, granular access, and a full audit trail — the conversion lever for every legal review.
Run your next round on InvestConclave.
Spin up a secure deal room in minutes and let AI agents handle the questions you’d rather not answer for the hundredth time.