The smart way to set-up, run, and share AI-driven deal rooms
Built for placement agents, independent sponsors, fund managers, M&A advisors, and search funds — VeriMentra™ structures the financials you already have into one consistent format, so opportunities line up side by side.
Alpha members lock in Founding Member pricing at $49/mo — rate-locked for life.
Secure Data Rooms
Bank-grade encrypted document sharing with granular permissions, watermarking, and view-time tracking.
Secure AI Document Analysis
Extract key terms, obligations, and risks from NDAs and due diligence packages — encrypted end-to-end, with no document retention after processing.
Deal Pipeline CRM
Kanban and list views of active deals. Track companies, contacts, and deal status all in one place.
Contact Management
Full CRM for investors and advisors with smart deduplication, completeness scoring, and live two-way sync with HubSpot.
Completeness Scoring
AI flags missing documents and rates how complete each deal room is against best-practice checklists.
Real-Time Alerts
WhatsApp & SMS notifications when counterparties view documents or milestones are reached.
Ask The Deal Room
VeriMentra™ answers in plain English, linked straight back to your business plans, CIMs, financial statements.
- Share your deal room in minutes
- Ask it anything — answers pulled straight from your documents
- Escalated questions get answered by the deal room Owner
Extract key terms in seconds, not hours
Stop manually reviewing 100-page NDAs and term sheets. Our specialized AI instantly extracts party names, confidentiality periods, liabilities, and financial metrics, allowing you to focus on strategy and negotiation.
- Automatic obligations extraction
- Risk flagging and redlining
- Export to structured Excel summaries
- Every extracted term links back to its source page
Customer Stories
Trusted by dealmakers
"When Corridor Rail Development came to us, their pipeline comprised many different documents — proposals, funding requests, memos, all in different formats and none of them connected with each other. VeriMentra™ took our client's documents and turned it into an actual package: a proper P&L we could trust, an investor summary that told a coherent story, and every figure traceable back to its source document. That last part mattered most to us. We weren't reviewing a narrative someone wrote about the deal — we were looking at numbers that we could verify. It's the difference between a pitch and a package that investors can underwrite."
Marilee Smith-Fitch
Fallen Angel VenturesWorks with the tools you already use
VeriMentra™ connects directly to HubSpot so your contacts and calendar stay in sync — no double entry, no manual exports.
Contacts sync automatically in both directions. New contacts created in VeriMentra™ appear in HubSpot instantly, and changes in HubSpot push back in real time via webhook.
- Two-way contact sync
- Real-time webhook updates
- Deduplication across platforms
Schedule investor meetings and follow-ups directly from a deal room. Meeting activity syncs back to the HubSpot contact record automatically — no copy-paste required.
- One-click meeting scheduling
- Activity logged to HubSpot record
- Deal-room context in every invite
Enterprise-grade security built-in
We protect your most sensitive data so you can negotiate with confidence.
AI Data Security
VeriMentra™ connects to Anthropic's Claude and Mistral AI's La Plateforme exclusively through their commercial API products — not through consumer chat apps. Under both providers' commercial terms, data sent through the API is excluded from model training by default.
- Anthropic (Claude): Customer content sent via the API is not used for model training under Anthropic's Commercial Terms.
- Mistral AI: Data sent through the API isn't used for model training, and paid API customers are opted out by default.
Your documents, deal terms, and financials are never fed back into a public model.
SOC 2 Type II Ready
Rigorous operational security
End-to-End Encryption
AES-256 at rest, TLS 1.3 in transit
CCPA Compliant
Strict data privacy standards
Full Audit Trail
Track every view & download
Assumption Log
Every inferred figure flagged and source-linked back to its origin document
From the Blog
Latest Insights
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How evaluation-first AI standardizes M&A data, secures transaction data, and gives professional investors a measurable edge — from CIM ingestion to close.
Frequently asked questions
Ready to manage your AI-assisted deal rooms?
Lock in Founding Member pricing at $49/mo — rate-locked for life