Stakeholders navigate deals. Advisors guide them through.
Octosight is used by the organizations driving the deal and the advisors who guide them through each phase.
The organizations and firms driving the deal.
For Fortune 500 through mid-market and privately held companies buying, selling, or separating a business.
Octosight supports organizations navigating acquisitions, carve-outs, and divestitures where sensitive data is distributed across the business. Pre-signing, organizations retain advisory teams to review data room files and inform deal terms. Post-signing, those advisors stay involved to guide classification and remediation, working alongside the organization's own employees through close.
- Corporate development and M&A
- Integration and separation management
- Legal, privacy, and compliance
- IT and security leadership
For PE firms and portfolio teams driving deal decisions pre-signing and overseeing data outcomes through close.
Private equity firms use Octosight across repeat transactions and portfolio companies, where consistency, speed, and visibility matter as deal volume scales. Pre-signing, deal teams drive diligence to assess risk and set terms. Post-signing, they maintain oversight as advisory teams and portfolio company employees execute.
- Deal teams
- Portfolio operations
- Technology and risk leadership
The firms that guide stakeholders through every phase.
For consulting firms leading deal work from discovery through remediation.
Pre-signing, teams run discovery and diligence, narrowing large datasets into focused, defensible working sets. Post-signing, they lead classification and remediation, coordinating with client employees.
- Deal advisory and consulting firms
- Digital forensics and eDiscovery providers
- Transaction and diligence specialists
For law firms guiding defensibility, compliance, and legal hold requirements across the deal lifecycle.
Pre-signing, they guide search methodology and review standards. Post-signing, they oversee classification scope, direct preservation requirements, and ensure remediation meets regulatory and contractual obligations.
- M&A and carve-out partners
- Office of the General Counsel
- Regulatory and compliance teams
- Legal operations and eDiscovery leaders
For investment banks leading pre-signing diligence to inform valuation, risk assessment, and deal structuring.
Deal teams review large volumes of financial, legal, and operational documents to assess risk, identify discrepancies, and build defensible positions. Integrated market data feeds allow cross-referencing VDR findings against external benchmarks.
- M&A advisory and deal execution
- Valuation and financial diligence
- Sector and industry coverage teams
How advisory firms deliver using Octosight.
Octosight builds and licenses software. We do not provide services. Advisory firms operate the platform on behalf of or alongside their clients under fixed timelines and external scrutiny.
Octosight is built for direct use by the people doing the work. Organizations and PE firms run it across their own teams. When they bring in consulting firms, law firms, or investment banks to help shepherd a deal through signing and completion, those advisors use the same platform alongside them.
Partners use Octosight to replace fragmented tooling with a single platform that scales across engagements and clients. Pre-signing, partners lead discovery and analysis directly. Post-signing, they guide classification and remediation alongside client employees through close. Findings stay connected so nothing is repeated or lost between phases.
Teams begin work immediately without standing up new systems. Engagements can be delivered by partner-led teams, client teams, or both.