Solutions

Diligence Q&A, Without Spreadsheet Drift.

Import the request list, collect client input privately, review the answer, and post it to the right counterparty from one workspace beside the VDR.

Explore the Demo Follow One Answer

Question Pilot tracker showing live diligence requests, owners, status, and activity on a demo deal. — Imported requests, owner status, private work, and advisor-ready answers in one live tracker.

Advisor Workspace

Internal work stays private until the answer is posted.

Client input, advisor review, and counterparty portals stay separate. The deal team prepares the answer, confirms who should receive it, then posts only the final response.

Private
Client drafts stay out of counterparty portals.
Internal comments and context stay with advisors and clients until the answer is ready.
Review
Advisor review stays attached to the question.
Ownership, status, and history stay attached to the question.
Post
Posted answers go only to the assigned counterparty.
Each outside party sees its own Q&A and follow-ups without extra workbook versions.

Question Pilot activity screen showing advisor-reviewed Q&A updates on a demo transaction. — Advisor-reviewed responses and counterparty-scoped posting, shown inside the live product.

Flow on the Deal

From incoming list to posted answer.

Keep the tracker model, but move the work out of attachments, email, and private side threads.

Import Bring in the counterparty request list.
Review Collect client input and prepare the answer.
Post Send the reviewed answer to the right portal.

Question Pilot summary screen showing diligence Q&A status, activity, and completion progress on a demo deal. — Status, activity, and the closing record stay connected as the Q&A moves.

Question Pilot import screen for bringing a diligence tracker into the workspace. — Spreadsheet-based requests come in cleanly, then move through the Q&A workspace.

Client Input

Clients contribute without working the banker tracker.

Clients answer in a focused workspace while advisors keep control of what becomes external.

Focused Clients see the questions that need their input.
Private Drafts and context stay inside the advisor-client workspace.
Advisor-led The advisor decides what is ready to post.

Teams

Built for M&A advisory Q&A.

Best for advisor-led diligence, with the same tracker discipline useful anywhere outside parties send request-heavy question lists.

Primary use

M&A Advisors

Coordinate client input, advisor review, counterparty portals, and the close-ready Q&A record without workbook version control.

Adjacent team

Quality of Earnings Teams

Keep request-heavy diligence organized by owner, workstream, status, and history.

Similar request flow

Real Estate Diligence

Run one Q&A tracker when several outside parties need separate answers from the deal team.

Follow one question in the demo.

Inspect how a request moves from import to client input, advisor review, and posted answer.

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