Purpose-built for transaction professionals
Diligence Q&A,
done right.
Every counterparty isolated. Every response controlled. Nothing leaves without approval.
Diligence Q&A,
The Problem
What spreadsheets cost you.
01 · Manual overhead everywhere
Staying organized consumes the hours meant for actual work.
An internal spreadsheet shared with your client, separate external spreadsheets shared with each counterparty — all coordinated over email. Every update requires touching multiple files, chasing versions, and manual cross-checking.
02 · No diligence record
Structured transactions require a defensible record.
Who responded, what was shared, and when? Spreadsheets don't keep a clean record. When a decision gets questioned months later, there is nothing defensible to point to.
03 · Not built for everyone at the table
Spreadsheets assume everyone works the same way.
The current approach relies on every party maintaining a shared spreadsheet flawlessly. The result: formatting errors, deleted columns, and the advisor spending hours on tracker maintenance instead of the deal.
04 · Stale information, wrong versions
No single source of truth.
With spreadsheets, every party could be working from a different version. There is no reliable way to ensure counterparties, clients, and advisors are all looking at current information.
Features
What the platform does.
Import any diligence list. Organized in minutes.
Upload in any common format. Question Pilot maps the columns, categorizes every question, and produces a structured tracker ready for distribution.
AI-categorizedAuto-mappedReady to review
Coordinate privately. Publish when ready.
Coordinate with your client privately, align with your deal team internally, and publish responses to counterparties. One workspace for the entire workflow.
Internal notesClient coordinationOne workspace
Every deal, one structured view.
Manage multiple deals from a single dashboard. Real-time status tracking, structured summaries by category and priority, and a complete audit export at close.
Multi-deal dashboardSummary reportsAudit export
How It Works
Three steps to a live deal.
01
Add your parties
Add each party to the deal. Every counterparty and client receives a secure invite from the advisor. Each party gets an isolated workspace scoped to their role.
02
Import your diligence list
Upload any common format. Question Pilot reads the file, maps columns, and categorizes every question by workstream — organized and ready to review in minutes.
03
Manage through close
Track status in real time, collaborate with your client and deal team, and control exactly what goes out. Every action is timestamped. Export a complete audit log at close.
Why it matters
The advisor who runs a tight process wins the next engagement too.
01
Every party at the table evaluates your firm beyond the advice itself. The discipline of your process — from first question to last response — is part of the product.
02
A structured Q&A portal is baseline expectation now, not a differentiator. Counterparties notice when the process runs on spreadsheets and email.
03
The timestamped record you export at close is your firm's audit trail. It exists whether you built it intentionally or not. Build it intentionally.
Pricing
Pay per deal.
Pay per deal.
Not per seat.
No subscriptions, no seat fees, no recurring charges. One flat rate per engagement.
✓
One flat rate per deal
Unlimited counterparties, unlimited questions, unlimited team members. No add-ons.
✓
Nothing owed between deals
Use it when you need it. Nothing owed when you don't.
✓
Priced for transaction work
Aligned with how engagements are billed — per deal, not per user or per month.
✓
Explore before you commit
Every new account includes a complete demo deal. Explore the advisor, client, and counterparty workflows firsthand.
Get Started
Run your next deal
Run your next deal
the right way.
Set up your first deal in minutes.