Product
The diligence platform for M&A teams.
16 capabilities spanning document management, AI analysis, deal execution, and governance—implemented in the product you use every day.
Diligence workspace
- Virtual Data RoomOrganize deal documents with folders, versioning, search, and secure preview.
- AI Document AnalysisWorkstream analysis across legal, financial, IP, HR, commercial, tax, and regulatory.
- Data Room Q&AAsk questions across the data room and review source-backed answers.
- Diligence ReportsGenerate structured diligence reports with executive summary and risk register.
- Contradiction DetectionFlag conflicting claims across documents for review and escalation.
Deal execution
- Command CenterRun the live diligence process across findings, risks, requests, and readiness.
- Findings and Risk RegisterTrack findings and maintain a prioritized risk register with exports.
- Requests and WorkplansManage diligence requests and workstream workplans from Command Center.
- Readiness and TimelineAssess diligence readiness and review deal timeline events.
- IC MemoGenerate investment-committee memo drafts with PDF and Word export.
Platform and governance
- Access and Guest CollaborationControl project access with roles, restricted rooms, and guest portals.
- Document Search and PreviewSearch the data room and preview documents without downloading.
- Custom BrandingApply firm branding to diligence report outputs.
- Audit LogReview an organization audit trail for administrative oversight.
- PDF and Word ExportDownload diligence reports and IC memos as PDF or Word.
- Team and Organization ManagementManage organization membership and project-level access.