Due Diligence
Organize authorized data-room records into a diligence index, issue log, and source-linked review pack.
Start a workspace
Investment teams and their authorized diligence advisers
From the first document to the final review.
OpenTeam prepares diligence evidence index and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized authorized data-room documents, financial records, contracts, and diligence requests by source, owner, and date.
Prepare the working pack
Map supplied documents to the diligence checklist, reconcile conflicting statements, and link each issue to evidence and an accountable reviewer.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Diligence evidence index
- Issues and requests log
- Draft diligence summary