The dataroom built for AI

Built for modern diligence.

The VM Dataroom collects accounting data from ERPs and transaction data from major banks directly, so the numbers in your diligence reports and portfolio marks reconcile to the general ledger and the bank statement. It’s the same infrastructure our practitioners run engagements on. Source-connected, auditable, and held to institutional security standards.

It works with your existing tools and your AI environment, and data syncs daily, so portfolio monitoring is day-one visibility instead of a quarterly scramble.

Why the VM Dataroom

• Source-connected. API integration with major ERPs (NetSuite, Xero, QuickBooks Online) and with major banks through Plaid, powering Proof of Cash.
• Institutional security. SOC 2 Type 2 compliant, 256-bit bank-level encryption, read-only data access, and a desktop app for air-gapped environments.
• Automated financial modelling in Excel. QofE databook, LBO, credit and equity diligence, and Proof of Cash.
• Built for modern diligence. A secure workspace that works with your existing tools and your AI environment.
• Live between quarters. Data syncs daily, so marks and monitoring stay current instead of going stale between board meetings.

What’s included

• The dataroom is included for services customers. Every diligence and valuation engagement runs on it.
• Engagement documents, source-data syncs, and work product live in one secure, auditable place.
• At close, the same connections become live portfolio monitoring.

To say that switching to Verified Metrics has been game-changing is an understatement. Our underwriting capacity has over tripled since then.