Collaborative,  Excel-like Due Diligence checklists

DD CHECKLISTS

Our Due diligence checklist feature makes collaboration during M&A more structured, efficient, and transparent – right where your deal happens.

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Familiar editing: dropdowns, links to VDR docs, all formatting preserved

Checklist uploads do not count towards your VDR storage limits

Work together in real time – no version confusion, no re-uploading needed

RUN FAST, STAY IN CONTROL

Streamlined collaboration for due diligence

Work at deal speed
Upload Excel checklists and collaborate – edits are saved instantly, visible to all.
Control and track access
Admins set who can upload, edit, or view checklists, shared with a precise user group.
Audit-ready transparency
Every action – sharing, editing, commenting – is tracked for compliance and oversight.

FLEXIBLE FOR EVERY DEAL

Works your way
Sellers and advisors gather and organize data in one, live checklist before due diligence starts.
Track and fulfil buyer requests
All deal-side parties collaborate to fulfill data requests and monitor list progress in one secure place.
Simple sharing
All parties collaborate to fulfill data requests and monitor list progress in one secure place.

SEAMLESS INTEGRATION, TOTAL CONTROL

Easy activation
Admins enable DD Checklists for specific groups with a click under feature permissions.
Clear ownership
The uploading group owns their checklist, controls sharing, and permissions.
Editing, your way
Enter data, format, resize/add/remove columns and rows, insert VDR links or external URLs – just like Excel.

Excel (XLSX) files – use your templates or our sample.

Admins grant permissions by group or user, for Edit or View access.

No, checklist files do not count against storage limits.

Yes, a full audit log tracks all edits, shares, and views.

Dropdowns and formatting carry over; complex formulas may be limited.

All users with Edit permission can collaborate live – no re-upload required.