Your Due Diligence Process In One Place
Start with our built-in due diligence request items or import your own, then submit your requests to your targets using our collaborative Target Due Diligence Portal and receive responses in real-time.
Customize Your Due Diligence Request List
Use our built-in due diligence request list or seamlessly integrate your existing spreadsheets. Customize your request list to fit the unique needs of each deal by using our template feature. Our hierarchy supports multiple functional areas, categories and owners, for example, you can assign each item to a default owner. Our software even supports integration with external spreadsheets so you can easily import and export your requests to organize your information into one holistic view.
A/P and A/R
Corporate Security
Finance
Human Resources
IT
Legal
Marketing
Operations
Procurement
Sales
Tax
Treasury
A/P and A/R
Corp Security
Finance
HR
IT
Legal
Marketing
Operations
Procurement
Sales
Tax
Treasury
Secure Due Diligence Portal
Easily send your request items to your target through a secure link or downloadable spreadsheet. Targets can submit their answers and documents via our secure Target Portal, where all requests are listed.
Real-Time Updates and Collaboration
The status of each request item automatically updates, to help you prioritize. Request items and questions can be submitted in multiple rounds. Think of it as preliminary due diligence, followed by a more comprehensive set of questions and requests. Documents submitted through the portal are stored securely within our database or targets can add links back to their virtual data room. You can then add internal comments and findings so you don’t miss important issues and risks.