ToltIQ
New York, US · Founded 2023 · Delaware corporation
ToltIQ is an AI platform for conducting due diligence on private markets deals, processing virtual data rooms and providing a library of pre-built prompts. It serves private markets investment professionals and emphasizes security features such as single-tenant architecture, encryption, and regional data residency for US and European clients.
Founders & leadership
MB
Matthew BrandmanExecutive
RR
Rosemary Raymond-SidelExecutive
NE
Nicholas ElliotExecutive
JL
Joan LacagninaExecutive
EB
Edward BrandmanNamed on SEC filing
Board
RK
Rick KushelBoard director
Reported raises · per SEC filings
Form D private placements$14.4M disclosed across 1 round · 2025
▶$14.4MraisedJun 2026 · 37 investors · Other TechnologyRule 506(b)
▶$14.4MraisedJun 2026 · 37 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Edward BrandmanExecutive Officer, Director
- Matthew BrandmanExecutive Officer
- Rosemary Raymond-SidelExecutive Officer, Director
- Rick KushelDirector
- Nicholas ElliotExecutive Officer
- Joan LacagninaExecutive Officer
- Offering amount
- $14.4M
- Amount sold
- $14.4M
- First sale
- Feb 2025
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 2
by search overlapVantIQ26 shared keywordsVantiq provides a platform for building real-time, AI-driven intelligent applications. The platform serves system integrators, independent software vendors, and technology partners to deliver automation systems requiring instant response and continuous operation.
Ramp19 shared keywordsRamp offers a finance platform that combines corporate cards, expense management, and AI-driven automation for receipt capture, transaction coding, and reimbursements. It serves finance teams and businesses looking to consolidate spending tools and automate accounting workflows.
Companies competing with ToltIQ for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
ToltIQ has filed a notice of an exempt offering of securities to raise $14,424,999.00 in New Funding. - intelligence360intelligence360.news · Jul 2026
ToltIQ AI Industry Quarterly Q1 2026 | ToltIQtoltiq.com · Apr 2026Frequently asked questions
- What does ToltIQ do?
- ToltIQ is an AI platform for conducting due diligence on private markets deals, processing virtual data rooms and providing a library of pre-built prompts. It serves private markets investment professionals and emphasizes security features such as single-tenant architecture, encryption, and regional data residency for US and European clients.
- How much funding has ToltIQ raised?
- ToltIQ has disclosed $14.4M raised across 1 round.
- Where is ToltIQ headquartered?
- ToltIQ is headquartered in New York, US.