Due diligence
Last updated
The due diligence page aggregates DD state across your whole book: every active deal room, plus watchlist companies you've marked as in diligence but haven't opened a room with yet. It answers "where is every diligence workstream right now" in one screen.
How it works
- 1Open Due Diligence and pick a company from the list.
- 2Work the checklist: each category expands into items you check off as evidence lands.
- 3Progress is saved per company, so partner meetings can read completion at a glance.
The six categories
Financials, Team, Product, References, Market, Legal. The structure is fixed so DD completion is comparable across companies — 60% done means the same thing on every deal.
DD here vs. DD in the deal room
This page is your private tracker and works even before a deal room exists. The deal room DD panel is the shared workstation both parties see, tied to the room's documents and stage. They serve different moments: this one for portfolio-wide oversight, the room's for working a specific deal with the founder.