Deal Progress and
Next Steps
This page explains how deals progress after due diligence and what buyers can expect as an acquisition moves toward completion, based strictly on what was shown and described in the walkthrough.
Moving Beyond Due Diligence
Once due diligence tasks are completed or nearing completion, the deal continues to move forward.
At this stage:
Most requested information has been reviewed.
Outstanding questions have been addressed.
Both parties have greater clarity around the transaction.
The platform reflects this progress through deal status updates.
Monitoring Deal Status
As a buyer, you can monitor the status of each deal from the Deal Hub.
You can see:
The current stage of the deal.
Which tasks are completed or pending.
Recent activity related to the deal.
This helps you understand what actions are required next.
Contracts and Agreements
The platform includes a section for contracts associated with a deal.
As described in the walkthrough:
Contracts can be uploaded to the deal.
Both buyers and founders can review contract files.
More advanced contract handling and signing functionality was discussed as an area under development and may expand over time.
Escrow and Payment Steps
Escrow and payment handling were mentioned as part of the intended workflow.
The goal is to:
Support escrow payments related to signed agreements.
Track these steps as part of deal progression.
At the time of the walkthrough, these features were described as in progress and not fully implemented.
Activity History and Transparency
All deal related actions are recorded.
As a buyer, you can see:
When documents were uploaded.
When comments were added.
When tasks were updated.
When offers or counter offers were submitted.
This provides a clear activity record throughout the acquisition process.
Managing Multiple Deals Toward Completion
If you are working on more than one acquisition:
Each deal progresses independently.
Documents and tasks remain separated.
Timelines can be managed side by side.
This allows you to move multiple opportunities forward without confusion.
Current Scope of the M&A Tool
Based on the walkthrough, the M&A tool currently supports:
Marketplace discovery and access requests.
Offers and negotiations.
Deal tracking and due diligence.
Document sharing and collaboration.
Later stage features such as contract automation and escrow are part of ongoing development and will expand over time.
What This Page Covers
This page explains:
How deals move forward after due diligence.
What later stages look like today.
Which parts of the process are still evolving.
This completes the Buyer-side exploratory pages based on the walkthrough you shared.
Need help?
Contact our support team and get the help you need.
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