The AI-native deal platform
Secure data rooms, AI agents that answer diligence questions instantly, and real-time financial reporting — built for advisors, sellers, and portfolio teams.
Every question, seen from every angle.
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 agent
Bring your own AI. VALORIO connects with any MCP-compatible AI agent, 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.
From raw data to an open data room
One continuous workflow, not a pile of disconnected tools — everything below runs inside the same workspace.
Import your data
Connect an earnings and an expenses source — a CSV export or an accounting integration — once. VALORIO turns it into customers, invoices, and positions automatically.
Reports build themselves
MRR, ARR, EBITDA, gross margin, and every other metric compute live from that data, ready the moment anyone asks — no re-exporting the same numbers for every buyer.
Evaluate
An analysis run scans the reports for anything an experienced analyst would flag — an unusual trend, a number that doesn't reconcile, a metric moving against its own history.
Findings surface automatically
Every flagged issue becomes a finding, with a severity and an evidence trail back to the exact rows it came from.
Tasks get assigned
Findings that need a human decision become tracked tasks with an owner and a due date, so nothing sits unresolved.
Steps 3–5 repeat — re-evaluate, catch what's left, assign it — until the workspace comes back clean.
Prepare for the deal
Once evaluation comes back clean, the workspace is genuinely ready to go in front of a buyer — not just uploaded, actually reviewed.
Turn on Q&A
Buyers ask questions directly in the app. VALORIO drafts the first answer from your own documents, for a human to review before it's sent.
Open the data room
Give buyers folder-level access to exactly the documents they need, with a full audit trail on every view, download, and print.
Built for AI, out of the box
Every tenant gets its own set of MCP servers — so any MCP-compatible AI agent 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 agents query customers, invoices, positions, and financial reports directly
From a prompt to a dashboard
Point your AI agent at the VALORIO 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 — CFO, CLO, CTO, or another specialized agent — alone or in swarm mode. Run more than one and VALORIO checks their drafts against each other automatically.
Single-agent draft
Assign one specialized agent — CFO, CLO, CTO, 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, CLO, CTO, 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.
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.
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.
Secure by folder, accountable by file
Legal, Financial, HR, TX — organize documents the way your deal is structured, and control exactly who can view, download, or print each one.
Every view, download, and print — logged
A full audit trail timestamps and attributes every action on every file, so you can show a buyer, a regulator, or your own team exactly who accessed what, and when.
- Every preview, download, and print attributed to a user and a timestamp
- Exportable as evidence for buyer diligence or internal review
Run your next deal on VALORIO
Open your first data room, invite your team, and let the AI agent start answering questions in minutes.