Due diligence panel

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The DD panel is the shared workstation for the diligence stage. Unlike the investor's private DD tracker, this one is visible to both parties — the founder can see what is being checked and what evidence is still missing, which turns diligence from a black box into a checklist both sides can finish.

How it works

  1. 1The workstation presents categorized checklist items for the deal.
  2. 2Items are checked off as supporting documents land in the Vault; document views are tracked alongside.
  3. 3Missing evidence becomes a document request the founder sees immediately.
  4. 4DD completion feeds the stage decision — when the checklist is satisfied, the room moves toward Term Sheet.

Relation to the investor DD page

The investor-side Due diligence page is a private tracker across all deals and watchlist companies. This panel is the in-room, two-party workstation for one deal. An external DD firm added with the External Analyst role works here, inside the rooms it is assigned to, and nowhere else.