By Anthony Scudieri, Manager, Product Marketing
Where there’s smoke, there’s fire. Where there’s blame, there’s a claim. And in M&A, where there’s an index, there’s a checklist.
Maybe they should call it ‘duo’ diligence – because you have to do many things twice. You make a list of due diligence requirements. Your seller provides documents in response. And you react with questions, comments, and workstreams to action. And every time, you need to manually update your spreadsheet, so there’s a 1:1 reference to each folder. Every task becomes two.
It can waste weeks. Return to sanity with Datasite’s index syncing. Now you can generate an index folder structure directly from your tracker – to which it stays actively linked. For every folder, there's a dedicated row in the tracker to assign, comment upon, or flag its contents.
Life is easier for your seller, too. They can head over to the tracker and just drag and drop files into the appropriate row. Those files then appear in the linked folder. There’s no more flipping back and forth between the checklist and index. They are one and the same.
The best part? Maintaining just a single tracker can now be the cornerstone of your deal playbook. Equip your deal team(s) with a logical starting point: a tracker. Then watch as your deals are up and running in minutes – not weeks.
Waste no more time. Contact us below to speak to your client representative and find out more. You can even request a personalized demo.