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Deal Diligence

Deal diligence workspace

Built for buyers, operators, and lean deal teams

Find, qualify, and execute SMB deals in one operating workflow.

Deal Diligence helps you move from opportunity discovery to decision-ready diligence without bouncing between disconnected tools.

One workspace for sourcing, pipeline, and diligence
Buy-box scoring to prioritize high-fit opportunities
Document, notes, and model context tied to each deal
Clear stage history for every active acquisition

Active opportunity

North Shore Plumbing

Qualified
Diligence docs
PDF
Financials FY24Reviewed
Customer concentrationReviewed
Lease + equipmentReviewed
Model
Notes

Margin dip in Q3 needs clarification.

Follow up on supplier contracts.

Product

Built for acquisition operators, not generic project management.

Keep sourcing, qualification, and execution connected so momentum is preserved from first view to final decision.

Unified Deal Feed

Aggregate opportunities into a single feed so you can evaluate fit before spending time on outreach.

Match + Prioritize

Apply buy-box criteria and scorecards to focus on qualified deals instead of sorting through noise.

Execution Workspace

Move selected opportunities into diligence with shared notes, documents, decisions, and next steps.

Workflow

One consistent path from first deal review to go/no-go.

Instead of stitching together spreadsheets, inboxes, and drive folders, run your acquisition workflow in a single system.

  1. 01

    Define your acquisition profile

    Set your target size, geography, and fit criteria so new opportunities are evaluated the same way.

  2. 02

    Triage in one operating view

    Review incoming deals, score them quickly, and push only promising opportunities into active work.

  3. 03

    Run diligence without context loss

    Keep documents, questions, model assumptions, and deal status in one place from LOI to decision.

Security

Controlled collaboration without chaos.

Keep visibility high and leakage risk low with structured permissions and a durable activity timeline.

Role-aware access for buyers, partners, and advisors
Structured timeline of updates and decisions
Share-ready views without scattered email threads

Start your buyer workspace.

Get from deal discovery to diligence-ready decisions without losing momentum.