Interactive feature selector

How It Works

When deals happen, teams start by reviewing a defined set of files to decide whether a transaction should move forward, and on what terms. That early work happens before signing, inside the virtual data room (VDR), and is led by advisory teams evaluating risk, value, and structure.

Once a buyer and seller agree, the work shifts. The focus moves beyond the VDR to the seller’s actual enterprise data, and responsibility expands from advisors alone to include the organization’s own employees during the Transition Services Agreement (TSA) period.

Octosight is built to stay with those teams end to end, keeping work connected as data moves from review to decision to action.

Platform Structure

Modules

Discovery, Diligence, Classification, and Remediation mirror how deal work unfolds as responsibility shifts from advisors to the business.

Features

Each module is composed of shared building blocks that can be reused as the data universe, participants, and objectives change.

Workflows

Features are connected through workflows that reflect how this work is delivered in practice, shaped by deal execution, legal negotiation, and regulatory response.

Pre-signingVDR filesAdvisors
Create search queriesReview highlighted resultsTag filesAnswer questionsIdentify sensitive dataExport for eDiscovery

Discovery – Find what matters

Discovery is proactive and exploratory, focused on replacing scattered searches and CTRL+F review with defensible search and context.

Workflow: Advisory teams search and review VDR files in context, tagging what matters so the file set becomes smaller, more focused, and ready for deeper review.

Pre-signingVDR filesAdvisors
Create search queriesReview highlighted resultsTag filesAnswer questionsSurface discrepanciesComplete diligence reports

Diligence – Make defensible decisions

Diligence turns a curated file set into clear answers that inform pricing, risk assessment, and deal terms.

Workflow: Advisory teams ask targeted questions of curated files, surface discrepancies, and produce diligence outputs with every conclusion tied to the exact source material reviewed.

Pre-closeEnterprise filesAdvisors
Create search queriesReview highlighted resultsTag filesIdentify sensitive dataExport for eDiscovery

Classification – Identify sensitive data before it moves

While Discovery surfaces sensitive data in the VDR, Classification answers a different question: what risk would be introduced by bringing the seller’s files onto the buyer’s network.

Workflow: Advisory teams scan the seller’s enterprise data to identify and categorize sensitive information, producing a clear, file-level view of exposure before systems are combined.

Pre-closeEnterprise filesAdvisorsStakeholders
Create search queriesRespond to search queriesReview highlighted resultsTag filesAnswer questionsIdentify sensitive dataExport for eDiscoveryPreserve dataTargeted separationPermanent deletionGuidance dashboardSupport ticketingStakeholder reportingAudit trail

Remediation – Carry decisions through to action

Remediation is reactive and centrally guided, turning decisions into durable outcomes at scale.

Workflow: Advisory teams define criteria and guidance, employees review and confirm actions, and preservation, targeted separation, or deletion is carried out consistently across the organization, with clear visibility and defensibility.

Where to go next

  • Data Separation → See more detail on how a data separation works in the Remediation phase
  • Who It’s For → See how organizations, PE firms, consulting firms, law firms, and investment banks engage across the deal lifecycle
  • Partners → Learn how advisory firms deliver client engagements using Octosight
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