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One deal · three views
Diligence where everyone sees exactly what they need.
Advisors run the deal, clients steer it and the target company answers once. Scope, requests, facts, findings and the final report live in one place, and nothing reaches the client until a partner releases it.
Sign inAdvisors · Run the deal
A morning board of what needs you: company replies, client asks, due dates
Clients · Steer the deal
All your deals in one place, with progress you can trust
Target company · Answer once
Lands straight on your deal, no menus to learn
How a deal moves
Seven steps, in order, so everyone knows where the deal stands and what comes next.
- IntakeClient shares the deal and first documents
- ScopeAgree workstreams; client can ask for more
- Requests & Q&AOne list for the company to answer
- Fact registerEvery fact traced to its source
- Issues & opportunitiesInvestigate, share, get client input
- FindingsSized, recommended, partner-released
- ReportApproved, released, read-only for client
What's in it for each party
Each person signs in to their own view of the same deal.
Advisors
Run the deal
- A morning board of what needs you: company replies, client asks, due dates
- Scope turns into requests automatically, no rebuilding lists
- Every fact and finding traces back to the document behind it
- Discrepancies stay open until settled, with a clear history
- Partner release on anything the client sees, in batches
- Reminders to call clients as closed deals near their transaction date
Clients
Steer the deal
- All your deals in one place, with progress you can trust
- See the proposed scope and tick extra scope to request
- Comment on shared issues, or ask the team to stop pursuing one
- Plain-language findings with actions before and after closing
- The released report, ready to print or save
- Scope a new deal in a couple of clicks
Target company
Answer once
- Lands straight on your deal, no menus to learn
- One list of what's needed, most urgent first
- Upload or answer each request in any order, and come back later
- Management Q&A shown as what we understand, just correct it
- Only sees requests meant for you, never internal notes
- A simple alert when new items are sent your way
Governed by design
Roles decide who can approve, release or even see each item. Every change is recorded, and anything client-facing passes a partner first.
Advisor submits
Partner releases
Client sees it