Click to show roles using Octosight
Interactive role selector
Discovery turns into Decisions.
Decisions turn into Action.
Pre-signing: advisors in the data room.
Post-signing: the enterprise through close.
Same deal, different data.
Pre-signing: advisors in the data room.
Post-signing: the enterprise through close.
Same deal, different data.
Sellers prepare a virtual data room. Buyers review it to assess risk and negotiate terms. The work is broad, fast, and driven by deadlines that rarely move.
During the TSA period, services and systems must align. Decisions made in diligence carry through to execution. What gets separated, preserved, or deleted is no longer hypothetical.
Two concentrated windows of work. Different pressures, different stakeholders, but the same data flowing through both.
Four phases. One journey.
Every deal moves through the same lifecycle. The people change. The questions change.
The need to find, understand, and protect what matters does not.
Discover
Teams locate and prepare files for the virtual data room. The goal is a clean, complete picture that builds buyer confidence and reduces follow-up cycles.
Multiple parties search and review to understand what exists. Speed matters. Missing something early means paying for it later.
Stakeholders: Finance, Legal & Compliance, Operations, Private Equity, Risk & Privacy, Security & Technology, Strategy & Corp Dev
Advisors: Consultants, Forensic Accountants, Investment Banks, Legal Counsel, Tax
Analyze
Teams ensure the data room tells a clear story. They respond to follow-ups and close gaps before they become negotiation leverage.
Advisory teams review curated material to assess risk, surface discrepancies, and inform pricing. Every finding shapes the deal terms.
Stakeholders: Legal & Compliance, Private Equity, Strategy & Corp Dev
Advisors: Consultants, Forensic Accountants, Investment Banks, Legal Counsel, Tax
Classify
Identify what sensitive information is leaving. Confirm appropriate handling. The seller's exposure doesn't end at signing.
Assess what risk they would inherit by integrating the seller's data. Regulated content, PII, trade secrets. Know what you're acquiring before it lands in your environment.
Stakeholders: Legal & Compliance, Risk & Privacy, Security & Technology
Advisors: Consultants, Legal Counsel
Remediate
Data is separated so the right information stays with the right party. Nothing leaks. Nothing gets left behind. The separation is auditable and defensible.
Sensitive information is moved to approved locations or permanently deleted. CFIUS, ITAR, antitrust. The regulatory framework determines the action. The platform executes it.
Stakeholders: Employees, Legal & Compliance, Operations, Risk & Privacy, Security & Technology
Advisors: Consultants, eDiscovery, Legal Counsel