Due Diligence and Collaboration

Each deal includes a set of due diligence tasks.

By default:

• A standard task list is created when the deal enters due diligence.

• Tasks cover common areas such as financials, legal items, and operations.

This default list provides a starting point for the process.

Buyers are not restricted to the default task list.

You can:

• Add new tasks manually.

• Edit or remove existing tasks.

• Upload your own due diligence checklist to replace the default list.

This allows you to follow your internal review process while keeping everything centralized.

For each task, you can request specific documents or information from the founder.

You can:

• Add task descriptions to clarify what is needed.

• Leave comments to provide context or ask follow up questions.

• Update task status as information is reviewed.

Founders respond by uploading documents directly to the task.

Once documents are uploaded:

• You can preview files.

• Download documents for offline review.

• Leave comments or request clarification.

• Mark tasks as in progress or completed.

All documents remain tied to the specific deal and task they relate to.

The platform organizes documents to make review easier.

You can:

• View files by task.

• Access a consolidated folder view for the deal.

• Download documents individually or in groups.

This helps reduce back and forth and keeps materials easy to find.

Throughout due diligence, you can track:

• Which tasks are complete.

• Which tasks are still open.

• Where follow ups are required.

This visibility helps you manage timelines and keep the process moving.

This page explains:

• How buyers manage due diligence.

• How documents and tasks are handled.

• How collaboration works during review.

The next page explains how deals progress after due diligence and what buyers can expect next.