DILIGENCE READINESS ASSESSMENT

Evaluate current-state readiness across finance, operations, and compliance and identify gaps that could surface during diligence.

DATA ROOM PREPARATION AND ORGANIZATION

Structure and organize documentation, define folder architecture, and standardize materials to support efficient review.

DILIGENCE REQUEST MANAGEMENT AND RESPONSE COORDINATION

Track request lists, assign ownership, manage timelines, and coordinate responses across internal teams and service providers.

FINANCIAL AND OPERATIONAL DILIGENCE SUPPORT

Support diligence workstreams covering reporting, controls, service provider oversight, processes, and key operational workflows.

Pre-diligence readiness assessment and documentation organization

Active diligence support for operational, financial, and compliance workstreams

Request list management, timeline coordination, and response preparation