ForgeIQ reduces overhead and soft costs by automating project diligence and evaluation workflows through AI.
Analysis Automation
Apply Question Banks to your Projects
- Retrieve information from documents
- Generate citations
- Verify document completion and correctness
Collaboration
Document-Aware AI-Powered Group Chat
- Reduce overhead answering ad-hoc questions about projects
- Add and remove documents, projects, or portfolios to add to your chats
- Add or remove users to your chat
See ForgeIQ in Action
Automated Data Room Management
Document Categorization
- Automated document categorization
- User and system-generated document tags
- Global search in document contents
Project Data Warehousing
User-Defined Projects
- Define projects based on how your organization thinks about them
- Update your data dictionary as you go
- Expand your project data as you add documents and extract their data
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For IPPs and Developers
ForgeIQ automates portfolio evaluation for M/A, allowing your team to go deeper into diligence documents on larger portfolios in less time.
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For Advisors
Apply your firm’s standardized diligence questions against your clients portfolios. Automate analyses and take on more engagements.
Request a Demo
To get started, get in touch and request demo access