Showcase
The Deal Execution Experience
From the deal pipeline stage view to the data room, risk assessment, and compliance tracking — every screen generated by VeloIQ™, refined for investment banking.
Track every deal from origination to closing with a real pipeline stage workflow. Run confidential virtual data rooms with document access grants, expiration, and a full per-action access log. Assess deal risk with ISO 31000 likelihood-x-impact scoring and documented mitigation plans. Track KYC, AML, HSR antitrust, and SEC disclosure compliance checks alongside a full deal audit trail.
Every user journey, the dashboard, and the AI Management Console — walked end to end.
A single platform for deal teams, legal counsel, compliance officers, and risk analysts — connecting the deal pipeline, data room, risk assessment, and compliance workstreams.
Investment bankers, deal-team analysts, legal counsel, compliance officers, and the Head of M&A / Deal Team Lead.
The whole deal team manages the pipeline, data room, risk assessments, and compliance checks — unlimited users, no per-seat cost.
The Head of M&A queries pipeline value, risk exposure, and compliance status in plain English — the digital bodyguard for confidential deal data.
Purpose-built data models, workflows, and views — generated by the VeloIQ™ framework and refined for the vertical.
Deal type, target company, value, and lead banker tracked through a real pipeline-stage workflow — origination through closing or termination — with every counterparty role recorded.
Confidential document exchange with categorized documents, access grants at view-only/download/full tiers, expiration dates, and a complete per-action access log.
Standard 5-point likelihood and impact scales, an automatically-derived 1–25 risk score, itemized risk factors, and mitigation-plan tracking through to acceptance.
KYC, AML, HSR antitrust, SEC disclosure, and sanctions-screening checks, plus a full audit log of every significant deal action.
Every buyer, seller, target, advisor, counsel, and lender on a deal — with contact details and role tracked in one place.
Deals and documents both carry an explicit confidentiality flag, so the most sensitive engagements are marked at the data model level, not just by convention.
VeloIQ™ DealFlow Vault ships as a complete, working application — not a template you still have to build.
Arrives with realistic sample data (5 deals across the pipeline, 4 data rooms, 6 risk assessments, 6 compliance checks) plus a clean production-ready schema. Explore instantly, then switch to the clean database when you go live.
5 pre-configured NL chats with 20 sample sentences — deal pipeline, risk & compliance, and data room activity analytics (native), plus deal-team and compliance/audit AI assistants (agentic).
One veloiq run and the full application is live: REST API, React frontend, admin back-office, and AI console — all on your own infrastructure.
Automated smoke, regression, and licensing suites ship with the app, so every deployment can be validated before users touch it.
Measurable outcomes for every role — from the deal-team analyst to the Head of M&A.
Every deal's actual stage, value, and lead banker in one view — no more chasing status over email.
Every document view, download, and print is logged against a specific access grant — and access can't be logged once a grant is revoked.
A standard ISO 31000 likelihood-x-impact score, computed the same way on every deal, so risk exposure is comparable across the whole pipeline.
KYC, AML, and antitrust checks tracked to pass/fail/waived status with notes — ready to show a regulator or an investment committee.
Stage changes, document access, and approvals logged with who and when — not reconstructed from memory after the fact.
IQVigilant's Exception Management watches the highest-consequence assets in an M&A practice — confidential deal data and data-room access — with a 1-user free-tier license included.
From the deal pipeline stage view to the data room, risk assessment, and compliance tracking — every screen generated by VeloIQ™, refined for investment banking.
Ask questions in plain English. Get bar charts, pie charts, donuts, boxplots, and scatter plots — no SQL required. 5 pre-built NL chats for deal pipeline, risk & compliance, and data room activity analytics (native), plus deal-team and compliance/audit AI assistants (agentic).
Data models and metadata that speak your industry’s language — because compliance and interoperability start with the schema. See the full mapping in the app's STANDARDS.md.
| Area | Standard | Models mapped |
|---|---|---|
| Deal type classification (partial) | ISO 20022 external CorporateActionEventType codeset | Deal.deal_type — merger/tender_offer/exchange_offer map to MRGR/TEND/EXOF; same overarching standard as sibling sovereign-vault app, different message family |
| Risk management | ISO 31000 | RiskAssessment — 5-point likelihood and impact scales, derived risk score, risk treatment lifecycle |
| Deal pipeline & VDR access control | No dedicated external standard | Deal.deal_stage and the data_room module are original domain modeling on standard investment-banking practice, documented honestly rather than force-mapped to an ill-fitting standard |
Every VeloIQ™ vertical application is versioned source code — not a locked SaaS. Fork, extend, integrate, or white-label.
Each module is a self-contained VeloIQ™ unit with its own models.py, generated GUI views, and REST API. Add or remove modules as your needs evolve.
Bring in IQVigilant for NL analytics, exception alerts, and personalization — or install other VeloIQ™ extensions from the community. Configured declaratively in veloiq.toml.
Add custom business logic in custom_api.py, override page-config templates per model:action, or add SQLAdmin views for advanced administration.
Switch from the shipped SQLite to PostgreSQL, MySQL, or Snowflake with a single connection string change. Schema migrations are tracked via Alembic.
AI-ready with 1-User Natural Language · 10 Exception Alerts · 100 Personalization · 1-User Data Import/Export — learn about IQVigilant capabilities
Get in touch with the VeloIQ™ team to discuss deployment, customization, and licensing.
