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Investment due diligence · Lawyer-reviewed
A sourced risk list for the investor before a decision is made.
Agents read every document and link each finding to its source.
A senior lawyer decides which findings move the price and the terms.
You invest with a red-flag summary and the next questions.
Ten seconds on a sample matter. Agents prepare, a senior lawyer vets, you receive.
Six steps, the same on every matter. You always know where yours is and who has it.
Describe it by email or through the request form. Tell us the documents you have, the date you need it by and who we should talk to. Confidential documents are shared only through a secure channel agreed with you.
A reviewing lawyer is named. You get the scope, the list of documents we still need and the delivery date, in writing, for your approval.
Trained agents do the groundwork on your documents. Anything missing is flagged back to you as it appears, not at the end.
The reviewing lawyer makes the judgement calls, edits the work and signs it off. Nothing moves to the next step without that.
The finished pack arrives with the reviewing lawyer named on it, ready to act on.
A call to take you through it, answers to follow-up questions, and every document kept in your matter workspace.
The delivery date is agreed with you in writing before work starts. It depends on the volume of documents, the number of jurisdictions and how urgent it is, so tell us the deadline when you send the matter and we plan back from it.
Agents read the data room and build a sourced issues list. Counsel decides what is material.
Title and lease review against your checklist, with every finding linked to the document.
Resolve issues in your own house before a buyer finds them.
Most pilots begin with a single request type and grow from there.