Due Diligence Document Automation
Cut due diligence timelines by 50% with automated document collection
What This Automation Does
How It Works
DD Checklist Created
Triggers when a deal is moved to the due diligence stage and a DD checklist is generated.
Automated Doc Requests to Target
Sends structured document requests to the target company with clear deadlines and upload instructions.
Track Received vs Outstanding
Monitors document submissions, updates the DD tracker, and sends escalation reminders for overdue items.
All Docs In?
Checks whether all required documents have been received or flags critical gaps to the deal team.
AI Preliminary Analysis
Pricing
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (standalone)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
No payment required — our team will finalize scope and pricing during the call.
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