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All Demo, No Pitch: Why you shouldn’t be using Excel for diligence
Speakers

Supritha Shankar Rao
Senior Product Marketing Specialist

Alex Marino
Senior Account Executive
Still stuck managing diligence like it’s 1985?
If you’re bouncing between Excel trackers, email threads, shared drives, and separate VDR, you’re not alone-but you are wasting time.
Every document request, update, and risk lives in a different place, and when you’re juggling multiple deals, the chaos compounds fast. No audit trail, no visibility, no accountability.
In just 20 minutes, see how you can fix the most frustrating parts of diligence:
- Eliminate tool hopping with one platform for requests, documents, collaboration, and progress
- Avoid deal delays with real-time status tracking, auto-notifications, and automated workflows
- Prevent confusion and duplication with full audit logs, clear ownership, and version control
This isn't a pitch- it’s a better way to run deals
No slides. No fluff. Just 20 minutes of practical ways to save hours, stay on track, and move deals forward faster. Join us live and see the difference.