Deal Diligence

Deal diligence workspace

Built for SMB M&A

Diligence that keeps deals moving.

Deal Diligence centralizes documents, models, and decisions in one workspace, so buyers and advisors can move faster without losing the thread.

PDF ingestion with side-by-side review
Spreadsheet-style analysis for deal modeling
Findings, notes, and share-ready summaries
Clear deal stages and activity history

Deal workspace

North Shore Plumbing

In review
Documents
PDF
Financials FY24Reviewed
Customer concentrationReviewed
Lease + equipmentReviewed
Model
Notes

Margin dip in Q3 needs clarification.

Follow up on supplier contracts.

Product

A single source of truth for every deal.

Keep diligence structured without juggling spreadsheets, email threads, and data rooms.

Document center

Upload PDFs, tag key sections, and keep source material tied to findings.

Modeling grid

Work inside structured tables to track KPIs, adjustments, and normalized results.

Findings + notes

Capture diligence questions, risks, and follow-ups without losing context.

Workflow

Move from intake to IC-ready in one flow.

Replace fragmented tools with a consistent diligence loop that keeps updates visible to the entire deal team.

  1. 01

    Ingest

    Bring documents and source links into a structured deal workspace.

  2. 02

    Analyze

    Review PDFs, capture notes, and build a model as you go.

  3. 03

    Decide

    Share findings, track open questions, and align on next steps.

Security

Keep diligence controlled and auditable.

Centralize access, keep activity organized, and share updates without exposing everything in email threads.

Role-aware access for deal teams
Structured history of changes and updates
Share-ready views for advisors and stakeholders

Launch your next diligence workspace.

Bring your deal team into a single, consistent flow in minutes.

Deal Diligence

Purpose-built diligence workspace for SMB acquisitions.