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Import the request list, collect client input privately, and publish the right answer to each counterparty. One controlled record beside the VDR.

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Active deals1

Open9

Closed11

Command Center

Demo deal attention queue, response progress, and next actions.

4 actions

High-priority open item

Legal · Q2.1 · Needs advisor attention before it becomes a blocker

Confirm there are no material undisclosed litigation matters or regulatory investigations.

High-priority open item

Operations · Q3.3 · Needs advisor attention before it becomes a blocker

Describe any material dependencies on single-source suppliers and any supply chain risks.

Fresh response thread

Operations · Q3.4 · Review counterparty or client activity

Provide copies of any material facility leases, including lease terms, renewal options, and annual rent obligations.

Stale open question

Financial · Q1.2 · Open for 2w without movement

Provide a detailed breakdown of revenue by product line, geography, and customer type for the trailing 3 years.

Deal Health

Operational pulse across active tracker work.

Completion46%

High-priority open9

Stale open9

Active threads14

Why Question Pilot

Diligence Q&A, without spreadsheet drift.

Question Pilot is purpose-built for transaction diligence: every counterparty works in its own isolated portal, every answer moves under draft and publish control, and your deal team, client, and counterparties stay in one place. No deal documents stored, ever. One flat price per deal.

Intake

Bring every diligence question into one tracker.

Move inbound questions out of email and spreadsheets into one live tracker, with the source details intact.

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Preview · 14 questions found

Review before importing.

CancelImport All

CategoryQ #QuestionVDRPriorityStatus

Tax6.1 Provide federal and state income tax returns for the last 3 fiscal years. 7.1HighOpen

Tax6.2 Summarize any open tax audits or notices from federal or state authorities. HighOpen

Tax6.3 Provide sales and use tax filings by state for the trailing 24 months. 7.3MediumOpen

Insurance7.1 Provide a schedule of all insurance policies including coverage limits and premiums. 8.1HighOpen

Assign all imported questions to

Party A ▾

Deals / Project Atlas Demo

TrackerAdd / ImportParties & TeamAudit Log

9 Open 4 Partial 11 Closed 0 N/A

Financial3/7

Provide audited financial statements (income statement, balance sheet, cash flow statement) for the last 3 fiscal years. Closed Q1.1/Party A/Financial/VDR 3.1/High

Provide monthly revenue and EBITDA for the trailing 24 months. Flag any one-time or non-recurring items. Closed Q1.2/Party A/Financial/VDR 3.2/High

Provide a detailed breakdown of revenue by product line, geography, and customer type for the trailing 3 years. Open Q1.2/Party B/Financial/High

Q1.3/Party A/Financial/VDR 3.3

Provide a reconciliation from reported EBITDA to adjusted/normalized EBITDA for each of the last 3 fiscal years.

OpenPartialClosedN/A

Track

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Owners, status, workstream, source, and full history stay with each question.

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9 Open 4 Partial 11 Closed 0 N/A

Provide audited financial statements (income statement, balance sheet, cash flow statement) for the last 3 fiscal years. Closed Q1.1/Party A/Financial/VDR 3.1/High

Provide a reconciliation from reported EBITDA to adjusted/normalized EBITDA for each of the last 3 fiscal years. Partial Q1.3/Party A/Financial/VDR 3.3/High

Provide a list of top 25 customers by revenue for each of the last 3 fiscal years. Open Q1.4/Party A/Financial/High

Status

OpenPartialClosedN/A

Q1.3/Party A/Financial/VDR 3.3/High

Provide a reconciliation from reported EBITDA to adjusted/normalized EBITDA for each of the last 3 fiscal years.

Posted response

Advisor

We have posted the FY2023 and FY2024 normalized EBITDA bridge in VDR folder 3.3. FY2022 is still being pulled from the legacy reporting system, so this item remains marked Partial for now.

Posted · Advisor · Jul 4, 2026 2:16 PM

Counterparty

Thank you. Can you also provide the supporting schedule showing the adjustments for the management addbacks referenced on page 12?

Posted · Party A · Jul 4, 2026 2:46 PM

OpenPartialClosedN/A

Collaborate

Work with your client, then publish to the right party.

Collect client input privately, prepare the answer, and send only what each counterparty should see.

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Client

Confirmed: all three years are in 3.1. Note that FY2022 was audited by the prior firm (Grant Thornton). FY2023 and FY2024 are both with Deloitte.

Posted · Client · Jun 28, 2026 1:47 PM

Advisor

Got it. I will note the auditor change in our response so Party A is not caught off guard.

Posted · Advisor · Jun 28, 2026 3:17 PM

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Advisor → ClientPrivate · Client + Advisor only

Client Jul 3 · 6:46 PM

We have the EBITDA bridge for FY2023 and FY2024 ready. FY2022 needs one more week. Our CFO is pulling the addback schedule from the old system.

Jul 3 · 7:46 PM Advisor

That is fine. I marked this Partial in the tracker. We will publish FY2023 and FY2024 now and update with FY2022 when ready.

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6 Open 3 Partial 9 Closed

Financial2/5

Provide audited financial statements (income statement, balance sheet, cash flow statement) for the last 3 fiscal years. Q1.1/Financial/High

Provide monthly revenue and EBITDA for the trailing 24 months. Flag any one-time or non-recurring items. Q1.2/Financial/High

Provide a reconciliation from reported EBITDA to adjusted/normalized EBITDA for each of the last 3 fiscal years. Q1.3/Financial/High

Q1.3/Financial/VDR 3.3/Partial

Provide a reconciliation from reported EBITDA to adjusted/normalized EBITDA for each of the last 3 fiscal years.

Advisor

We have posted the FY2023 and FY2024 normalized EBITDA bridge in VDR folder 3.3.

Posted · Advisor · Jul 4, 2026 2:17 PM

Send a follow-up or ask for clarification…

Sent to advisor · Ctrl+EnterSend

Record

Keep a clean, complete record.

Ownership, updates, and posted responses stay tied to the Q&A history through close.

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Audit Log

Complete timestamped record of all activity on this deal.

Response posted · Provide audited financial statements · Q1.1

Jun 29, 2026 6:17 PM · Advisor

Status changed to Partial · EBITDA reconciliation · Q1.3

Jul 3, 2026 7:47 PM · Advisor

Internal note added · Q1.1

Jun 28, 2026 3:17 PM · Advisor

Buyer added · Party A

Jun 15, 2026 12:47 PM · Advisor

By Priority

Export

Priority	Total	Open	Partial	Closed	% Closed
High	15	5	4	6	40%
Medium	6	2	–	4	67%
Low	3	2	–	1	33%
Total	24	9	4	11	46%

By Category

Commercial	4	75%
Financial	7	43%
Operations	4	50%

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Counterparty isolation: Each party sees only what you publish to them.
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Draft and publish control: Nothing leaves your team until you send it.
A complete record: Who asked, who answered, and when, exportable at close.

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