ToltIQ, a leading AI-powered platform for private markets due diligence, released a study on July 22, 2025, comparing the performance of Anthropic’s Claude 4 Sonnet, OpenAI’s ChatGPT 4.1, and Google’s Gemini 2.5 Pro Preview in private equity workflows. The comprehensive evaluation highlights distinct strengths in financial analysis, offering critical insights for investment professionals.
ToltIQ’s study rigorously benchmarked three major large language models (LLMs) across 16 private equity due diligence scenarios, including financial analysis, market assessment, ESG evaluation, and product economics. Using Amazon’s extensive public documentation as a case study, the evaluation mimicked real-world deal processes. Ed Brandman, CEO of ToltIQ, states, “This rigorous evaluation directly informs our platform’s model selection and validates our commitment to offering investment professionals choice among the most capable AI tools available.”
Claude 4 Sonnet achieved the highest qualitative score (8.02/10), excelling in analytical depth and reasoning. It delivers precise financial analysis with concise, high-density outputs, ideal for complex investment assessments. Alfast Bermudez, AI Researcher, notes, “Claude’s ability to synthesize information, identify data limitations, and provide structured analytical reasoning makes it function almost like a skilled research analyst.” Despite longer generation times, its performance is unmatched for intricate due diligence tasks.
ChatGPT 4.1, scoring 6.62/10, offers the fastest response times and reliable accuracy, making it effective for rapid information gathering. Its well-structured outputs suit scenarios requiring quick, comprehensive insights, enhancing efficiency in time-sensitive workflows.
Gemini 2.5 Pro Preview (5.81/10) provides the highest source utilization and document coverage but struggles with relevance and specificity, often producing verbose responses. ToltIQ is evaluating its potential integration to complement existing models.
The study leveraged ToltIQ’s proprietary platform to process large document sets, combining automated quantitative metrics (response time, source utilization, citation accuracy) with human expert evaluations of relevance, accuracy, reasoning, and industry knowledge. This dual approach ensures actionable insights for private equity professionals navigating complex data environments.
ToltIQ’s study empowers investment professionals by highlighting the strengths of Claude 4 Sonnet, ChatGPT 4.1, and Gemini 2.5 Pro Preview. By offering access to multiple AI models, ToltIQ enables tailored solutions for diverse due diligence needs, ensuring precision and efficiency in private equity workflows.
ToltIQ is the leading provider of AI-powered private market due diligence solutions for GPs, LPs, diligence advisory firms and Family Offices. By combining advanced artificial intelligence with deep private markets expertise, ToltIQ helps investment professionals conduct more thorough, efficient, and accurate due diligence. The company's platform securely ingests deal documents typically found in virtual data rooms while rapidly analyzing and categorizing them to extract critical insights. By delivering clear, actionable intelligence and reducing the need for manual workflows, ToltIQ enables investment teams to focus on what drives deal value - from growth opportunities and early detection of risks to operational improvements. ToltIQ was founded by Ed Brandman, former Partner, Chief Information Officer and Head of Credit Operations at global investment firm Kohlberg Kravis Roberts & Co. (KKR).
TechIntelPro empowers B2B technology decision-makers with the latest industry trends, deep insights, leadership perspectives and actionable intelligence to drive both organizational and professional milestones—and thrive on the tech pulse.