Due Diligence

Answer the DD checklist from the data room.

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

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Project Falcon · Acquisition of Acme Pvt Ltd · 6 buckets · 42 files · 85 questions

What Due Diligence does.

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 or Environment. Drag files into a bucket.

Any file, scans included

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

Bring your own checklist

Add questions one by one, paste them, or import a list from Excel, CSV, Word or text, up to 500 at a time. Categories are picked up automatically.

Red, orange and green flags

Red for material risk, orange for follow-up or not found, green for no issue. Each flag comes with the reason behind it.

Cited to the page

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

Reviewed by your team

Reviewers can change a flag and add a note, and the change is marked with their name. Export the whole checklist to Excel.

How it works.

  1. 1
    Set up the projectName the deal, the target company and the buckets, and link it to the matter.
  2. 2
    Load the data roomDrop files into each bucket; they are read and indexed for you.
  3. 3
    Run the checklistImport your questions and run them, limiting any question to the buckets it should search.
  4. 4
    Review and exportCheck the flags, add reviewer notes, and download the Excel.
Due Diligence close-up

Works well with.

Due Diligence shares matters, clients, documents and the calendar with every other app, so nothing is keyed in twice.

Extract to Table screen

Extract to Table

Turn a stack of documents into one spreadsheet of parties, dates, amounts and obligations.

Learn moreContracts screen

Contracts

Draft, negotiate, approve, sign and store contracts, with reminders before renewals and expiry.

Learn moreMIRA screen

MIRA

Give MIRA a bigger job, like reviewing a bundle or preparing a brief, and get back real deliverables.

Learn more
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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Answer the DD checklist from the 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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