Savvy yet simple tools to manage your acquisition targets and deal documents. Centrally organize all your contacts, CIMs, NDAs, meeting notes. Track, analyze and report progress effortlessly.
Import your due diligence checklist. Guide your sellers to easily upload documents. Conduct a risk assessment through Findings. Manage teams through custom dashboards.
Define and evolve your diligence request list. Standardize folder structures, workstreams, and task lists. Create and automatically distribute custom reports. Execute consistently.
Consolidate request lists in one place. Enable real-time collaboration and workstream progress tracking. Use @mentions to guide review. Create findings from underlying documents.
Lean on AI-enabled auto-categorization, document previews, and in-app document translation. Miss nothing with OCR search down to the character level.
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Stay competitive by harnessing our buy-side technology to make better decisions, faster. Spot, analyze, and action key due diligence findings quickly across your review team.
Take control of your buy-side M&A process. Load documents directly into your own data room index and link due diligence findings straight to underlying materials.
Make buy-side M&A oversight easy. Embed your checklists into our platform and watch workstream progress as it occurs. Then repeat.
Cut your workload in half. Use AI-enabled auto-categorization, in-app document translation, and our best-in-class search to conduct document review efficiently.