M&A diligence workspace

Read every page of the dataroom.

VDR or shared folder, 200 docs or 2,000: Leapable categorizes, extracts, and cites. IC memo-ready in hours, not weeks. Every figure links to the source document.

Built for private equity, M&A counsel, bankers, and corporate development teams that need fast diligence without losing source verification.

Leapable deal workspace showing source-cited IC memo bullets beside a highlighted spreadsheet cell
50+ GB VDRs Built for large deal folders, PDFs, spreadsheets, presentations, and scans.
PE checklist mapping Auto-categorize docs against a 200-item diligence checklist.
Red-flag extraction Customer concentration, MFN clauses, change-of-control, and liabilities.
Word / PowerPoint export Draft memo and report sections with citations kept attached.
MCP-native BYO LLM through 10 MCP client configurations and 191 MCP tools.

How it works

VDR folder to source-cited IC memo bullets.

Leapable keeps the diligence loop close to the source files: load the VDR export, build a deal vault, ask from your AI client, and inspect the exact document, page, sheet, or cell before a claim reaches the memo.

Flowchart: VDR financials and contracts to Leapable diligence vault to Claude to IC memo with source cells

The diligence clock

Your deadline did not shrink with the dataroom.

A CIM plus VDR can mean 200 to 2,000 documents across contracts, financials, HR, product, tax, and customer files. The checklist is still 200 items. Closing still has a date. Two analysts still have to prove where every material claim came from. Datasite's MCP works only in Datasite; Leapable gives the same MCP-native diligence pattern to VDR exports, shared folders, prior deal files, and cross-vertical work.

60-second deal demo

Drop a VDR export. Draft the memo. Open the source.

Demo flow: load a 1,500-document VDR folder, categorize files against a PE checklist, draft IC memo bullets with citations, and surface the 10 red flags that need partner review.

Input

Financial model, customer contracts, diligence request list.

Ask

Show revenue-recognition and renewal-retention red flags.

Output

Memo bullets with source document, page, sheet, and cell.

Transcript pending until the VDR-to-IC-memo walkthrough is uploaded.

Capabilities

Four jobs that compress first-pass diligence.

Checklist automation

Map documents to a PE 200-item checklist and track Satisfied, Partial, and Open items without losing the cited support.

Red-flag extraction

Find customer concentration, change-of-control, MFN clauses, capped liabilities, and renewal risk with source citations.

Q-of-E (financial DD)

Reconcile figures across models, PDFs, and exports. Each adjustment carries audit-ready lineage back to source files.

IC-memo + report generation

Pull figures and narrative bullets into memo templates. Each figure cites the source document, page, sheet, or cell.

Typical workflows

Deal work that needs speed and a citation trail.

01

New deal

Load the VDR, categorize docs by checklist, identify missing files, and draft the first IC memo in hours.

02

Recurring monitoring

Add LP reports, portfolio updates, and board packets, then trend the metrics that changed since the last review.

03

Cross-deal precedent

Search prior closed deals for comparable terms, diligence language, and red flags the current team should revisit.

Competitor context

Datasite validated MCP for deal work. Leapable broadens it.

Capability Datasite Hebbia Diligence Leapable
MCP Yes, first VDR MCP launch Not advertised as MCP-native on official pages checked Not advertised as MCP-native on official pages checked Yes, cross-vertical MCP workspace
Primary fit Live Datasite VDR projects Enterprise knowledge work and deal analysis M&A diligence workflows VDR exports, shared folders, prior deals, and private document work
Local-first No, secured inside Datasite No public local-first claim checked No public local-first claim checked Yes
BYO LLM Supported through Datasite MCP assistant choices Hosted platform workflow Hosted platform workflow Yes, 10 MCP client configurations
21 file types VDR-managed files Enterprise document sets Deal documents PDF, Office, images, CSV, Markdown, text, and more
Pricing posture Enterprise / transaction platform Enterprise Deal-team SaaS Builder $49, Pro $99, Elite $2,000

Datasite announced MCP for live VDR content on April 28, 2026 and describes itself as the first data room provider with multi-LLM MCP access. That is a market signal, not something Leapable ignores: Datasite MCP launch source.

Pricing

Pricing for single deals, small teams, and firm-wide flow.

Builder supports a single dealmaker or analyst. Pro adds credits and API access for a small team. Elite covers high-volume firm-wide deal work with support.

Trust and FAQ

High-stakes deal review needs explicit boundaries.

Does this replace Datasite?

No. Datasite remains a purpose-built VDR. Leapable handles VDR exports, shared folders, prior deal files, and cross-vertical diligence work outside one VDR.

Can Leapable work with a live VDR?

Today teams add selected exports, folders, and supported files. Native live VDR connectors are roadmap work; Leapable does not claim live Datasite sync.

Can it draft an IC memo?

Leapable can generate source-cited bullets and report sections for team review, with source document, page, sheet, or cell references preserved.

What file types are supported?

Leapable supports 21 file types, including PDFs, Office docs, spreadsheets, presentations, images, CSV, Markdown, and text.

How does it protect sensitive deal documents?

Leapable is local-first. Text and Markdown stay local, PDFs use transient cloud OCR when needed, and citations keep answers tied to source files.

Final CTA

Make the dataroom answer checkable.

Install Leapable, add one deal folder, and ask the question your team normally waits two days to answer.