Financial diligence workspace

Make diligence decisive.

Bring raw ERP exports, general ledgers, statutory accounts, and deal evidence into one structured due-diligence workspace—then make the missing record impossible to miss.

Start a deal room See the process

For sellers · investors · buyers · advisers

dealforge / readiness

Due diligence overview

Evidence at a glance

Checklist

130

Available

Unavailable

N/A

Five annual GL exportsMapped

Corporate recordReview

Financial statementsReady

The DealForge standard

No invented certainty.
No hidden gaps.

Source-led review

Visible exceptions

Human judgment stays in control

From raw data to clear next steps

One deliberate path through the diligence record.

Bring in the source record

Upload annual general-ledger exports, statutory accounts, and supporting documents in the format your team already uses.

Map every request

Organize evidence against the diligence checklist so ownership, coverage, and exceptions are easy to review.

Focus the next review

Keep available, unavailable, and not-applicable items visible as the record takes shape.

Start where the deal is

A workspace for the first record—and the next one.

Choose a focused deal room or shape a repeatable diligence workflow with your team.

Single deal

Start with the source record.

Set up a transaction workspace for a focused review of the company record and open diligence requests.

Open a deal room

Portfolio workflow

Build for repeat diligence.

For advisers, investors, and acquirers that need a reusable way to structure the work.

Discuss your workflow

Questions before upload

Clarity belongs in the process.

Build readiness before the buyer asks

Turn the data room into a deal advantage.

Start organizing the source record, expose gaps early, and give reviewers a cleaner path to the evidence.

Start with DealForge