Interactive feature selector

One platform.
Four modules.
Every phase of the deal.

Now deal teams have one platform. No handoffs. Ready from day one.

Features

The building blocks

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Modules

Features stacked for each phase

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Workflows

Connected for each phase of the deal

What’s inside each module.

Features are the building blocks. Stack the right ones into a module. Connect them with workflows built for that phase of the deal.

Use the feature selector at the top of this page to see where each one fits.

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

Discover

Find what matters

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

Workflow

Deal 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

Analyze

Turn data into decisions that hold up

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

Workflow

Deal 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

Classify

Know what you have 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

Deal 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

Remediate

Carry decisions through to action

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

Workflow

Deal 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.

Close the deal.
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