Shared conversations
Bring a colleague into the conversation
Share a conversation with a project so its members can follow the questions, source references, and work already done.
Workflows / Due diligence
From the data room to a clear view of the deal.
Bring the deal documents, review questions, and working analysis into one desktop. Work with agents to investigate the details and prepare the findings your deal team needs.
One transaction. From documents to findings.
Follow the same acquisition through three stages of diligence, with the source documents close to every finding.
01 / Prepare the deal room
Start with the documents and the questions that matter.
Organize the company documents in a shared project and bring in the team's review instructions. Ask Vesence to help identify the materials relevant to the review and list what still needs to be supplied.
02 / Investigate the key issues
Turn document detail into findings the team can assess.
Review key terms, compare information across the supplied materials, and ask follow-up questions. Build a findings workbook that records the issue, its source, and the question or action to take forward.
03 / Prepare the diligence report
Carry the findings into the next deal discussion.
Use the reviewed findings to draft a diligence report in your team's format. Summarize the key issues, preserve the supporting references, and prepare the outstanding questions for the seller or advisers.
Behind every step
Keep the detail behind the deal within reach.
Citations
Check the source behind each finding
Hover a citation to inspect the source passage behind a finding before carrying it into the diligence report.
Shared projects
Bring your files and colleagues together
Create a project for the work, add the relevant files, and share it with colleagues so everyone can work from the same material.
Bring your next deal into focus.
See how Vesence connects the data room, the findings, and the report.