For Lower-Middle-Market PE, Search Funds & Corporate Development
Send the seller a link. Get a structured deal package back — with the QofE math already started.
Sellers upload financials, contracts, and operational docs to organized sections — no account required. Every file is tagged to its purpose, summarized by AI, and ready for cross-document analysis. Your team and your QofE firm pick up work that’s already structured.
Works at every deal sophistication
Whether your target is a first-time family-owned seller or a sponsor-backed carve-out.
LMM deals span the full range. Some sellers are running the business themselves and have never seen a CIM; others are sophisticated corporate sellers with their own deal infrastructure. Vetting Vault works the same way for both — and gives you a structured deal knowledge base that lets AI do real work on the financials, regardless of who’s uploading them.
Institutional VDRs were built only for Fortune 500 M&A. Generic file-sharing was built only for transfer. Vetting Vault is the platform that gives you request-first intake, structured ingestion, and AI analysis — three layers that compound whether the seller is doing this for the first time or the tenth.
One example of range
A 75-year-old seller on a deal we’re running figured out how to upload documents, write responses, and use the more advanced features — without any prompting.
That same person can’t use his Google Calendar.
The same platform — same intake, same knowledge base, same AI layer — runs deals between sophisticated teams the same week. The product adapts to who’s using it.
Step one
Send the seller a link. They upload to the right sections.
The diligence list is the interface. The seller sees exactly what’s being asked of them, with each item in its own slot. No folder hierarchy to navigate, no passwords to forget, no email threads to lose.
What your seller sees
- A clean, sectioned upload portal — no account required
- Each diligence item in its own labeled slot ("2024 P&L," "Top 20 customer list," etc.)
- PDF templates attached where helpful (NDA, seller financial statement)
- Real-time confirmation that uploads succeeded
- Resume from any device — no app to install
Before and after
Email-based diligence
With Vetting Vault
Email the seller a 60-item diligence list
Send one intake link with organized sections
Wait two weeks for half the answers to trickle in via inbox
Seller uploads directly to the right slot — you see it instantly
Three Excel trackers, one spreadsheet per workstream
One request list that IS the data room — live progress
Open every P&L and bank statement to rebuild the numbers
Structured AI summary on every financial document
Manually reconcile revenue across tax returns and P&Ls
Deal AI cross-checks across the package and cites the source files
Run a separate QofE process to validate add-backs
First pass already done before the QofE firm even starts
Why PE firms choose this intake model
Purpose-built for moving diligence packages from seller to deal team without making the seller learn anything new.
No Account Required
Sellers — typically first-timers — just click the link and upload. No signup, no passwords, no friction.
Organized by Section
Financials, contracts, customer lists, HR docs — each category has its own slot. No more sorting through email attachments.
Real-Time Progress
See which sections are complete across every target you're tracking. Know instantly when documents arrive.
Automatic Notifications
Get pinged when sellers submit documents. No checking email constantly.
Secure & Compliant
Email verification, link expiration, full audit logs. SOC 2 compliant infrastructure for sensitive deal data.
Bulk Import to Get Started
Already have a diligence list in Excel or Word? AI structures it into a request list in minutes, not hours.
Step two
Every document gets understood, not just stored.
Because every file entered through a specific diligence item, the platform already knows what it is. Three years of P&Ls arrive tagged as P&Ls — not as Financials_FINAL_v3.pdf. That structure is what folder-based data rooms can’t give you.
Tagged to purpose, not to folders
Every document is associated with the specific diligence item it answers. The system knows this is a 2024 customer concentration analysis because the seller uploaded it to the “Top Customers” slot — not because someone tried to name the file correctly.
Text, tables, and images extracted automatically
PDFs, scans, and images are processed on upload. Numbers in financial tables are pulled out. The entire deal package becomes searchable — and ready for the analysis layer.
The request list is the deal file
Live progress tracking is built in. Always know exactly which items are complete, which are pending, and which need a follow-up — across every target you’re tracking.
A deal file in Vetting Vault — every document attached to the specific diligence item it answers.
The QofE math, started before your team picks it up.
When every document arrives structured and understood, the AI can do real work against it. Not chatbot Q&A — actual analysis on the financials your associates and your QofE firm would normally rebuild by hand, with every output cited back to the source document.
Financial figures, pulled into clean tables
Revenue, EBITDA, gross margin, and balance-sheet line items pulled from every P&L, tax return, and bank statement into a normalized view. Three years compared side-by-side.
No more associate-night rekey of PDF financials.
Cross-document reconciliation
Compare revenue on the tax return to the P&L. Match bank deposits to reported income. Spot the add-backs that don’t flow through cleanly. The discrepancies that take a QofE firm hours to find.
Every number cited back to the source PDF.
Ask anything about the deal
“Summarize customer concentration over the last 3 years.” “What does the working capital trend look like?” “Compare add-backs across the seller’s adjusted EBITDA files.” The agent reads the docs and answers in plain English.
Confidence pills + source citations on every answer.
Period
Jan – Dec 2025
Revenue
$20,611,692.09
Gross Profit
$20,598,892.09
Operating Income
$3,757,680.85
Net Income
$3,773,127.49
Profit and Loss statement for ACME, Inc. for January–December 2025, showing $20.6M in revenue and $3.77M in net income.
2025 revenue across the three sources:
AI assists. Your team and your QofE firm decide.
Every AI output shows its sources, flags low-confidence extractions for review, and stays inside the deal file. Investment decisions stay with your team. The platform removes the hours of manual data extraction and reconciliation that come before the decision — and gives your QofE firm a head start when they take over.
Built for every LMM strategy
Organized intake, structured ingestion, and analysis — tailored to how each PE deal type actually runs.
Platform Acquisitions
Your foundational acquisition for a buy-and-build strategy. Full diligence runs through one organized workspace, with AI summaries on every financial document the seller uploads.
Built for the foundational deal you can't afford to get wrong
Add-On Acquisitions
Running multiple add-ons in parallel. One platform handles the same diligence list across every target, with AI extracting comparable figures so synergy analysis is grounded in real numbers.
Run 3-5 add-ons through the same workflow without losing the thread
Management Buyouts
Support the management team through diligence without making them learn a new system. Intake links work for first-time sellers with zero training.
Make the seller experience effortless
Growth Capital
Move fast on competitive growth rounds. Pre-built diligence templates and AI-driven first-pass analysis cut weeks from your timeline.
Win competitive processes by moving faster than the next firm
What PE teams say
“We were trying to use a full Datasite-style platform for a $12M add-on and it was wildly overkill. Vetting Vault gave us the structure without the bureaucracy — and the AI summaries on financial docs were doing real work before our QofE firm even started.”
Operating Partner
Lower-Middle-Market PE Firm
“Our targets are typically family businesses where the seller has never sold anything. The intake-link flow means we don't need a half-hour onboarding call before they can upload. They figure it out themselves.”
Principal
Search Fund / Independent Sponsor
SOC 2 ready
Full audit trail, version history, encrypted at rest and in transit. Built for the diligence standards LPs expect.
One pays, the rest collaborate free
Your deal team, the seller, attorneys, accountants, QofE firm — everyone collaborates in the same file. Only deal admins pay.
Notifications, not nagging
Sellers get clear nudges on what’s outstanding. Your team gets pinged when documents land. Nobody has to chase.