Sell-Side Due Diligence Playbook

Being able to identify and correct risks associated with your own business eases the negotiation process and closes faster. Our sell-side due diligence playbook can help you get started on the right foot. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Professional template
  with requests built around sell-side readiness. Use it to uncover and resolve risks ahead of buyer review, add supplemental items as new issues arise, track progress, and collaborate internally.
  
• A built-in data room
  so you can attach supporting documents to each request, keeping everything organized and secure in one centralized space.
• Project management capabilities
  that let your deal team, advisors, and internal stakeholders assign tasks, prioritize items, and monitor status during the diligence preparation.
• Collaboration tools
  designed to reduce fragmented email threads. Users can leave comments, tag colleagues, and maintain conversation context tied to each request.