The VDR Built for the Agentic Era.

Debtigo is the secure document platform for banks, private investors, and law firms — where your AI agents have always-on, permissioned access so your team arrives to insights, not raw files.

www.debtigo.com
Debtigo deal management dashboard

Compliant

SOC II Type 2

100%

Encrypted at rest

Integrates with

AFS
Finastra
FIS

The Problem

Document Sharing Was Built for Humans, Not Agents

Traditional platforms like Datasite, Intralinks, and iManage were built for people downloading files — not agents executing tasks.

Access Is All-or-Nothing

  • Agents inherit broad, human-level access — breaking decades of “need-to-know” discipline
  • No scoped, task-based credentials
  • No dynamic, deal-specific permissioning
  • Revocation is manual and reactive

Documents Are Static Files — Not Structured Inputs

  • Files must be manually downloaded before every AI task
  • No persistent context across sessions
  • Same documents re-uploaded repeatedly
  • No standardized retrieval layer

Workflows Break Under Automation

  • Sequential review chains stall when one person is offline
  • No machine-triggered routing or task delegation
  • No programmable review logic
  • No event-driven orchestration

No Verifiable AI Audit Trail

  • No record of what an agent accessed, queried, or extracted
  • No cryptographic or structured logging of AI activity
  • No cross-organization transparency
  • Compliance teams flying blind

How It Works

How Agentic Workflows Run on Debtigo

From upload to insight — without a single manual handoff to your agents.

1

Create a Repository

Upload financials, agreements, and deal documents into a structured, metadata-tagged repository.

2

Define Access

Set scoped, role-based permissions for each counterparty — banks, counsel, advisors — with revocable credentials.

3

Connect Your Agents

Give your AI tools an always-on MCP connection. No downloads, no re-uploads, no lost context.

4

Run Parallel Workflows

Multiple agents work simultaneously — building financial models, drafting memos, cross-referencing past deals — before you open your laptop.

5

Full Audit Trail

Every human and agent access is logged, timestamped, and exportable for compliance and internal reporting.

Built for Banks, Investors, and Law Firms

Agentic Infrastructure, Enterprise Security

Scoped Agent Credentials

Give each AI agent exactly the access it needs — and nothing more. Credentials are permissioned, audited, and revocable at any time.

Multi-Org Document Flows

Deal workflows span banks, investors, and counsel. Debtigo manages dynamic cross-organizational permission handshakes in real time.

Audit Trail for Humans and Agents

Every access — by a person or an AI — is logged, timestamped, and exportable for compliance, risk, and regulatory review.

The Platform

Built for How Agents Actually Work

Every module is designed for organizations where AI agents are active participants in the deal workflow.

Debtigo document repository dashboard

Document Repository

Structured Knowledge Across Every Deal

Organize documents by deal, counterparty, or matter — with metadata tagging that lets agents retrieve exactly what they need without scanning entire folders.

  • Structured repositories with configurable organization
  • Metadata tags that feed agents precise context instead of entire files
  • Participant roles and scoped access at the file level
Learn more
Counterparty intelligence and engagement tracking

Counterparty Intelligence

One View of Every Participant, Every Interaction

Track engagement across across every person and agent

  • Engagement tracking with full interaction history
  • Access logs per counterparty and agent
  • Notes and call logs tied to the deal record
  • Follow-up queue and status visibility across all parties
Learn more
Agent-native data room with scoped credentials

Agent-Native Data Room

Always-On Access. Scoped. Audited. Revocable.

Give your AI agents a persistent MCP connection to your documents — with permissioned credentials that enforce 'Need to Know' at the agent level, not just the user level.

  • Always-on MCP connection — no downloads or re-uploads
  • Scoped agent credentials: permissioned, audited, revocable
  • Bring Your Own Agents — works with Claude, Harvey, Rogo, Hebbia, and more
  • Full audit trail of every human and agent access
Learn more
Debtigo
Claude
Harvey
Rogo
Hebbia
Legora
Perplexity

Agent-Agnostic

Bring Your Own Agent

Debtigo is not tied to any single AI vendor. Connect Claude, Harvey, Rogo, Hebbia, Legora, or any agent your firm already uses — through a single MCP server that handles access, context, and auditability.

  • One MCP server connection gives any agent structured, permissioned access to your deal data.
  • Agents receive only the context they're authorized for — scoped per deal, per task, per firm.
  • Switch or run multiple agents simultaneously without re-uploading documents or rebuilding workflows.
  • Every agent action is logged, attributable, and exportable for compliance review.

MCP-native architecture. Works with any agent that supports the Model Context Protocol.

Security & Compliance

Built for the Security Standards Banks Require

Every document encrypted. Every action logged. Every participant verified.

AES-256 Encryption

All files and documents encrypted at rest and in transit. No plaintext data in storage.

Role-Based Access Control

Deal-level permissions ensure only authorized participants can see sensitive information.

Full Audit Trail

Every action — view, download, edit, approve — is logged, timestamped, and exportable.

SOC 2 Type II Ready

Security controls aligned to enterprise and institutional standards for compliance teams.

SSO / SAML Support

Integrate Debtigo with your organization's existing identity provider and access policies.

Data Residency Options

Control where your data is stored and processed. Available on Enterprise plans.

Ready to give your agents the document access they need?

Join banks, private credit firms, and law firms building agentic workflows on Debtigo.