Due Diligence

Data room too big to read?
Answer the checklist, with cited flags.

Sort a data room into buckets, then answer your due-diligence checklist from it. Every answer comes with a red, orange or green flag, the reason for it and the passages it relies on.

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Use it for
  • Share acquisitions

    the target’s data rooma flagged checklist

    Pending litigationChange of controlLicences

  • Tax diligence

    returns and assessment ordersa tax flag list

    GST filingsTDS defaultsDemands

  • Customer contracts

    the Agreements bucketclause-by-clause answers

    AssignmentExclusivityTermination

  • Employment review

    HR filescompliance flags

    PF / ESIGratuityStanding orders

What Due Diligence does.

Bring your own checklist

Add questions one at a time, paste a list, or import up to 500 at once from Excel (.xlsx), CSV, Word or text. A category column in your file is picked up.

Buckets for the data room

Start with Legal, Direct Tax, Indirect Tax, Tech / IP, Agreements and HR & Employment, or add your own, such as Real Estate. Drag files into a bucket.

Search only where it matters

Limit any question to the buckets it should search, or leave it open to the whole data room.

Red, orange and green flags

Red for material risk, orange for follow-up or not found, green for no issue. Each flag comes with a one-line reason.

Cited to the source

Every answer quotes the passages it relies on. Click a citation to open the file with the quote highlighted.

Any file, scans included

PDF, Word, Excel, PowerPoint (.docx, .xlsx, .pptx), text and images. Scanned documents are OCR’d, and a file uploaded twice to a bucket is skipped.

Reviewed by your team

Reviewers can change a flag and add a note. Re-running the checklist keeps their change.

Excel, ready to share

Download the checklist with each flag, reason, answer, source and reviewer note.

Kept to the project

Data-room files stay inside the DD project and are kept out of Ask, the Library and MIRA.

How it works.

  1. 1
    Load the data roomName the project and target company, link the matter, and drop files into each bucket.
  2. 2
    Run the checklistImport your questions, limit any to the buckets it should search, and run them.
  3. 3
    Review and exportCheck each flag and its sources, add reviewer notes, and download the Excel.
Project Falcon · Target: Acme Agritech Pvt Ltd · Bucket: AgreementsQuestions · Imported from DD_Checklist.xlsx · 85 questionsQ14 · Change-of-control clauses · Agreements
More in Specialist desks

Contracts, court cases, compliance, tenders, due diligence and IP, each tracked to the day, plus analysts who do the high-volume work for you.

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Try it on your next data room.

Start a 7-day free trial, or see Due Diligence on one of your own matters with our team. Every plan includes every app.

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