Guides

Property deals load more files per asset than almost any other transaction. Here is what separates software that copes from software that slows the sale.

Never run a data room before? This manual explains the words, the roles and the first settings to get right, in the order a first-time admin will meet them.

A roll-up buys several small companies in the same market and combines them. This guide explains the logic, the arithmetic, the risks and how acquirers manage repeated due diligence.

Private equity buyers test every target against a short list of questions. Knowing them helps a founder or CFO prepare the business, the numbers and the data room.

Between the letter of intent and completion, due diligence software is where most of the work happens. Here is what it does at each stage, and what goes wrong without it.

The seller wants control and a clean record; the buyer wants speed and completeness. This guide maps each side's needs to data room features, and shows where they meet.