Diligence Checklist Tracker

This solution maintains a live master checklist of all outstanding diligence requests across every workstream, including legal, financial, operational, and commercial, tracks which items have been received and which are still pending from the counterparty or their advisors, and automatically sends follow-up requests when items are overdue. The whole deal team can see the current status at any time.

The problem it solves is that managing a diligence process across multiple workstreams and advisors is a coordination challenge that often results in missed items or last-minute scrambles before signing. A centralized, automated tracker keeps the process moving and ensures nothing falls through the cracks as the deadline approaches.