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Whitmore AI
Meet Whitmore AIYour Deal Concierge

Buyer Q&A, automated.

Buyers ask questions at 2 AM. "Does the lease transfer?" "Is the revenue recurring?" "What's the equipment worth?" Whitmore drafts answers instantly—citing the exact page and passage from your uploaded documents.

You review every conversation. You're alerted when questions fall outside the documents. The tedious Q&A is automated; the control stays with you.

Whitmore data room interface
Core Capabilities

The tireless first responder your buyers deserve.

Whitmore drafts answers to routine buyer questions using only your uploaded documents—every response grounded in specific citations. You review the full chat history, and you're alerted the moment a question can't be answered from the materials.

Grounded AI Q&A

Grounded answers. Complete visibility.

Buyers ask questions around the clock. Whitmore drafts responses using retrieval-augmented generation—pulling answers only from your uploaded documents and citing the exact page and passage. Answers grounded in your documents—not fabricated.

You see the full conversation history in your dashboard. When a question can't be answered from the documents, Whitmore flags it for your attention instead of guessing. You stay in control of every buyer interaction.

Explore AI Q&A
RAG-powered Q&A with citations
Staged Disclosure

Control what they see, when they see it.

Not every buyer gets access to everything. Staged disclosure gates information by deal stage—NDA phase, proof-of-funds phase, LOI phase. Whitmore manages the releases automatically while logging every access.

This isn't just about security. It's about focus. Early-stage buyers only see what they need. As they prove serious, they unlock deeper materials. You stay in control the entire time.

Learn about staged access
Staged buyer access control
Document Security

Your documents stay yours.

Every file is encrypted at rest and in transit. Granular permissions let you control who sees what down to the page level. Watermarking embeds the viewer's identity into each page. Screenshot detection, download restrictions, and instant revocation ensure your confidential information stays protected.

If disputes arise about what was disclosed and when, Whitmore's audit trail provides detailed documentation. What was shared, who accessed it, when they saw it—the complete chain of custody, designed for integrity and review.

See security features
Document security and permissions interface
Beyond the Basics

Every question answered. Every hour reclaimed.

Whitmore handles the repetitive buyer questions that consume your week—so you can focus on closing deals.

See every conversation in real time

Watch buyer chats as they happen. Review transcripts, see what questions are asked, and step in when you need to. Nothing happens without your visibility.

Always cite the source

Every answer includes the document name, page number, and exact passage. Buyers get precise answers; you get accountability.

Answers only what you've uploaded

Whitmore won't guess or improvise. If the answer isn't in your documents, he tells the buyer—and alerts you to follow up.

Handle the 2 AM questions

"Does the lease transfer?" "What's the equipment worth?" Whitmore answers instantly, 24/7, while you sleep.

Review and override anytime

Don't like an answer? Edit it. Want to respond personally? Jump in. Whitmore handles the volume; you keep the control.

Reclaim hours every week

The average deal generates dozens of repetitive buyer questions. Whitmore handles them all—giving you back the hours you used to spend on Q&A.

By the Numbers

Thousands of questions. Zero missed.

Whitmore is quietly handling buyer Q&A across the lower middle market.

12K+

Buyer questions answered this month

47hrs

Average time saved per deal

24/7

Availability—because buyers don't keep office hours

100%

Citation rate—every answer grounded in your documents

I used to spend 15 hours a week answering the same buyer questions over and over. Now Whitmore handles them while I sleep. Last month I got back an entire day per deal.

Sarah Chen

Managing Partner, Apex Business Advisors

Frequently asked questions

Everything you need to know about Whitmore and AI-powered buyer Q&A.

Let Whitmore answer the questions.

Request a demo to see how grounded AI Q&A can handle the repetitive questions while keeping you in control of every buyer conversation.