Master Due Diligence Playbook

Ensure you’re asking the right questions during the diligence process of a target company. Our master due diligence template’s inclusive list of initial due diligence requests will help streamline any type of transaction. 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 that are specific to your transaction type. Our platform allows you to add new requests as they pop up, track progress, collaborate and more.
  
• A built-in data room
  allowing you to link corresponding documents to the diligence requests and keep all the information safe.
• Project management capabilities
  that enable your team, client and other parties to work together and set priorities during the diligence.
• Collaboration tools
  to eliminate long email threads. Team members can add comments and tag other each other on requests.