The full capability set

Everything CogniSuite does.

Everything the platform does, in one place: AI that reads every document and flags what doesn't reconcile, request matching that answers once for everyone who asked, role-based access, replies from email, Slack, or Teams, and a complete audit trail.

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Product tour · 2 min

Built for

Capital & investing

Investment Banks
Private Equity
Venture Capital
Growth Equity
Private Credit
Infrastructure Funds
Search Funds

Corporate & M&A

Corporate Development
Corporate M&A
Restructuring Advisors
Independent Sponsors

Advisory & professional

Management Consulting
Professional Services
Law Firms
Accounting Firms

Private wealth & assets

Wealth Management
Family Offices
Real Estate

§01 · Foundations

Core model

Request-centric workflow

Traditional VDRs are document-centric: you upload files into folders and hope people find them. CogniSuite flips the model. The request is the unit of work, and the structure that lets the AI read, answer, and match every ask with a full audit trail behind it.

Structured request lists: Issue specific, trackable requests to your team. No ambiguity about what's needed.
Status at a glance: Open, assigned, answered, vetted, published. Know exactly where every request stands.
Threaded communication: Every request keeps its full thread: comments, clarifications, and status changes.

See the full workflow

Request list Project Alpha

3 open · 32 published

Audited financials, FY20243 documents Published

Revenue by segmentIn review with the deal team In review

Cap table & equity structureAssigned to the CFO Assigned

Debt schedule & covenantsOpen Open

Every request carries its own owner, status, and thread.

Team access Project Alpha

Each member sees only their workstream.

AdminAll workstreams Full access

AccountantTask inbox only Contributor

CFOFinance workstream Contributor

General CounselLegal workstream Contributor

ParticipantPublished answers only External

§02 · Roles

Permissions

Role-based access

Most users are workers, not deal managers. When the accountant logs in, they see their task inbox, not a deal room or a set of workstream dashboards. Just what they need to do today.

Workstream-based access: Finance sees Finance. Legal sees Legal. No information overload.
Task inbox for contributors: Assignees see only their tasks. Complete one and it routes to the next person automatically.
Data room separation: Participants see only published answers. Internal routing stays invisible to external parties.

§03 · Matching

Intelligence

AI matching with human confirmation

CogniSuite recognizes when a new question has already been answered elsewhere in the deal. It surfaces the matching published answer for a person to confirm, then delivers it to everyone who asked the same thing. One answer, many recipients.

Semantic search: Not keyword matching. It recognizes that "revenue breakdown" and "sales by segment" are the same question.
Human in the loop: The system suggests, a person confirms. No answer goes out without explicit approval.
Zero retention: Deal data never trains AI models. Private data stays private.

How we handle AI and data

Question matching

Incoming questions

"Revenue by segment?" Participant A

"Sales breakdown?" Participant B

"Segment performance?" Participant C

One published answer matches all three

Revenue by segment, FY2024. Already published.

Confirm Reject

Confirm once and the answer goes to everyone who asked.

§04 · Accuracy

Cross-document accuracy

It reads every document, and tells you what doesn't reconcile.

Our custom-built engine reads every file the moment it lands and checks the numbers against each other across the whole deal. When a figure in one document does not reconcile with another, it flags the discrepancy and shows both sources, so analysts spend their time resolving issues instead of hunting for them. Your deal data never trains any model.

Reads every document on upload: Financials, contracts, and the data pack, checked as they arrive.
Reconciles figures across files: The same number is compared across sources, and the ones that disagree are surfaced.
Every flag is attributed: Each discrepancy points to its source document and page, ready for a person to resolve.
Zero retention: Deal data never trains any model. Private data stays private.

Cross-document check Project Alpha 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.

Request notification

From CogniSuite · Project Alpha

Request: Audited financials, FY2024

The deal team needs the audited FY2024 financials. Reply with the files attached to respond.

Reply with your response... Attach Send

Delivered to email, Slack, and Teams. No login required to reply.

§05 · Channels

Integrations

Work where you already work

Not everyone needs to log into another platform. Participants can respond by email, Slack, or Teams, and requests route to people wherever they are.

Email replies: Reply to request notifications straight from your inbox, attachments included.
Slack and Teams threads: Get notified in your existing channels and respond without switching context.
No login required: Basic responses work without an account. Full features live in the web app.

Audit trail Project Alpha

Document viewed Participant A

Answer published Admin

Request assigned to the CFO

Document downloaded Participant B

Answer approved Admin

Every entry is timestamped and attributed. Nothing is edited or deleted.

§06 · The record

Compliance

A complete record of who saw what

Every access, every download, every routing hop is logged. When compliance asks who saw what and when, you have the answer.

See how we handle security

What the trail captures

Access logs: Who viewed which document, and from where. Each entry records the IP address, timestamp, and session duration.
Download tracking: Every file download is recorded and watermarked with the viewer's identity for leak tracing.
Workflow history: The full chain of custody: who assigned, who approved, who published. Every transition is logged.