The AI VDR that closes deals faster.

A smarter, more reliable data room. CogniSuite gives teams their time back by reading every file, drafting sourced answers, and catching inconsistencies across documents before counterparties do.

Flat platform pricing · Live in days · FIPS 140-3 encryption

Built for dealmakers of every kind

§01 · Live

In action

Watch the AI answer your request list.

Upload the request list and CogniSuite gets to work. It indexes every document, drafts a sourced answer to each request, and links the folder and file it came from, so your team stops re-answering and digging. Hours of analyst work, done in seconds.

See the full workflow
Request list Project Meridian Indexing…

What were FY2024 revenues?

$46.9M, from the audited profit and loss statement.

How concentrated is the customer base?

The top 10 customers are about 38% of revenue.

Any restrictive debt covenants?

Two financial covenants; see the credit agreement, p.12.

Every answer is written from the data room and linked to its source document.
Resolve a request

Question from a participant

"What were FY2024 revenues by segment?"

A published answer already covers this

"Revenue by segment, FY2024" was published to three participants who asked the same question.

Share existing answer Write a new one

Answer once

Never answer the same diligence question twice.

When a new question matches one already answered, CogniSuite surfaces the published answer for a person to confirm. Approve it and everyone who raised the same request gets the response, with the audit trail intact. No re-keying, no divergent versions.

See how requests work

§03 · Accuracy

Cross-document accuracy

Catch the number that doesn't add up.

CogniSuite's engine reads every document in the room and cross-checks the figures. When a number in one file does not reconcile with another, it flags the gap for your team to resolve. Fewer surprises in diligence, and less time spent hunting the discrepancy by hand.

  • Reads every document as it lands, across the whole room.
  • Reconciles figures across sources and surfaces the ones that disagree.
  • Flags inconsistencies for a person to review before they reach the counterparty.
  • Saves analyst time by finding the mismatch first, not at the closing table.

One reconciled figure can save an analyst a day of review.

Cross-document check Project Meridian Reconciliation

FY2024 revenue

CIM, p.12$48.2M
Audited P&L, p.3$46.9M
Does not reconcile · Δ $1.3M

Headcount, FY2024

214

Consistent across 3 documents
The engine reads every document and flags figures that do not agree.

Built for how deals actually run

Request-centric workflow
Every question, answer, and status change is tracked, routed, and resolved as one unit of work.
Role-based access
Admin, contributor, participant, and observer roles are enforced automatically, not configured per file.
Security by default
FIPS 140-3 cryptography, per-deal encryption keys, and dynamic watermarks on every document.
Work where you already are
Participants respond from email, Slack, or Teams. No login required for a basic response.
Complete audit trail
Every access, download, and routing hop is recorded for your compliance team.

§02 · Competitors

The landscape

Four ways to run a deal room. One is built for AI.

Most deal rooms fall into three patterns: folder trees, file-sharing links, or an AI layer bolted onto either. CogniSuite is a fourth. The request is the unit of work, and the AI reads every document behind it.

Legacy / enterprise VDRs

e.g. Datasite · Intralinks

File-sharing tools

e.g. DocSend · Box · Dropbox

AI bolt-ons

AI added onto an old folder model

CogniSuite

AI-native, built around the request

Core model
Nested folder trees
Shared links and folders
Folders, with an AI layer added
The request is the unit of work
Where the AI sits
Bolt-on, or none
None
Layered over the folder model
Native: the room is built around it
Reading your documents
Manual review
Manual review
Summarizes files on request
Reads every document and reconciles figures across them
Repeat questions
Re-answered per party
Not tracked
Varies
Answered once, shared with all who asked
Access model
Broad folder permissions
Link-based, easy to over-share
Folder permissions
Role and workstream, least privilege by default
Pricing shape
Per deal, metered per MB
Per seat
Per deal, plus an AI add-on
Flat per firm subscription

Categories describe common product patterns, not any single vendor. Named products are examples of each category; capabilities vary by product and contract.

See it in action

Watch a deal go from request list to data room

A three-minute walkthrough of the request-centric workflow on a live deal: build the list, route responses, vet and publish, then open the room.

See the full walkthrough

§04 · Plans

Pricing

Priced for the platform, per firm

A flat monthly platform fee, per firm. No surprise line items at closing. Pay monthly, or save 10% when you pay annually.

Starter

$1,200/mo

For boutiques and independent sponsors running a deal or two at a time.

View details

Best for firms running 3+ live deals

Growth

$3,500/mo

For mid-market advisory firms running several live transactions at once.

View details

Premier

$6,000/mo

For high-volume advisory firms running a large book of concurrent mandates.

View details

Enterprise

Custom

Unlimited deals, seats, and AI, with SSO, a dedicated environment, priority support and SLA, and an on-premise option.

Contact sales

See it on your next deal

Book a 30-minute walkthrough, or start a free trial and run a real request list today.

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