Checklist automation
Map documents to a PE 200-item checklist and track Satisfied, Partial, and Open items without losing the cited support.
M&A diligence workspace
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.
How it works
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.
The diligence clock
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
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
Map documents to a PE 200-item checklist and track Satisfied, Partial, and Open items without losing the cited support.
Find customer concentration, change-of-control, MFN clauses, capped liabilities, and renewal risk with source citations.
Reconcile figures across models, PDFs, and exports. Each adjustment carries audit-ready lineage back to source files.
Pull figures and narrative bullets into memo templates. Each figure cites the source document, page, sheet, or cell.
Typical workflows
01
Load the VDR, categorize docs by checklist, identify missing files, and draft the first IC memo in hours.
02
Add LP reports, portfolio updates, and board packets, then trend the metrics that changed since the last review.
03
Search prior closed deals for comparable terms, diligence language, and red flags the current team should revisit.
Competitor context
| 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
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
No. Datasite remains a purpose-built VDR. Leapable handles VDR exports, shared folders, prior deal files, and cross-vertical diligence work outside one VDR.
Today teams add selected exports, folders, and supported files. Native live VDR connectors are roadmap work; Leapable does not claim live Datasite sync.
Leapable can generate source-cited bullets and report sections for team review, with source document, page, sheet, or cell references preserved.
Leapable supports 21 file types, including PDFs, Office docs, spreadsheets, presentations, images, CSV, Markdown, and text.
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
Install Leapable, add one deal folder, and ask the question your team normally waits two days to answer.