07 Due Diligence PM

Nothing falls through the cracks.

Six-phase workflow with gate reviews, risk register, Gantt timelines, DD request list, and per-user task tracking. All connected to deal context. Automatic ticket creation keeps every item owned and moving.

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6
Phase workflow with gate reviews
Auto
Ticket creation per diligence item
100%
Item ownership, always assigned
How It Works

Six phases. Gate reviews. Every item owned.

01
Initialize from the deal
When a deal passes initial screening, AcquiOS initializes a six-phase due diligence workflow automatically. Tasks, reviewers, and deadlines are pre-populated from your firm's template and can be adjusted deal-by-deal.
Auto-initialized from screening
02
Track items and requests
The DD request list tracks every document requested, who it was requested from, what has been received, and what is outstanding. Automatic reminders prevent items from going stale. Risk register flags items by severity.
DD request list + risk register
03
Gate reviews and close
Each phase has a gate review with designated approvers. No phase advances without required approvals. Closing checklist ensures all items are resolved before the deal advances to Legal & Title or Closing.
Mandatory gate approvals
Capabilities

Every diligence workflow, in one connected system.

S
Six-Phase Workflow
Screening, Property, Financial, Legal, Market, and Closing phases. Each phase has its own task list, reviewers, gate approval, and completion criteria.
G
Gate Reviews
Approval actions and designated reviewers per stage. No phase advances without required sign-offs. Gate review history preserved for audit purposes.
R
Risk Register
Severity-rated risk items with mitigation plans, owners, and live status. High-severity items automatically escalated. Risk history tracked through close.
D
DD Request List
Structured list of every document and data item requested. Tracks received, outstanding, and overdue items. Shows who owns each request and the last follow-up date.
T
Task Tracking
Per-user task assignment with due dates, priority levels, and completion tracking. Automatic reminders for approaching and overdue tasks.
C
Connected to Deal Context
Every diligence task, document, and risk item is linked to the deal record. Full context is available to anyone on the team without context switching.
What You Get

Diligence that runs itself. You just review and approve.

✓
Six-phase progress tracker
Visual phase bar showing completion percentage for Screening, Property, Financial, Legal, Market, and Closing phases per deal.
✓
DD request register
Complete list of all documents and data items requested, with received/outstanding status, owner, and last follow-up for each.
✓
Risk register with severity ratings
All identified risks rated by severity (Critical, High, Medium, Low) with mitigation plans, owners, and current status.
✓
Gate review records
Timestamped approval records for every phase gate, with approver name, date, and any conditions noted at approval.
Phase breakdown
Six phases. Every deal, every time.
The six-phase workflow covers every dimension of acquisition diligence from initial screening through closing. Each phase gate must be approved before advancing.
1
Screening
2
Property
3
Financial
4
Legal
5
Market
6
Closing
6
Phases covering every dimension of acquisition diligence
Auto
Workflow initialized when a deal passes screening. No manual setup.
0
Items without an owner. Every task is assigned at creation.
Gate
Reviews required before any phase advances. Approval history preserved.
Availability

Included in every plan.

Due Diligence PM is included on all plans. Lease anomaly detection is available on Enterprise and Enterprise Cloud.

Growth — DD PM included Enterprise — DD PM + lease anomaly detection Enterprise Cloud — DD PM + lease anomaly detection
How many items fell through the cracks on your last deal?

Book a demo. We will walk through the full six-phase workflow and show you how gate reviews and risk registers work in practice.

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