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06Diligence coordination
Diligence questions get cited answers, not another status meeting.
Data-room activity joins the same deal memory as everything else: questions get routed to owners, engagement is tracked, and answers come back with the source document cited. Diligence Q&A at firm scale is in development.
01
Reads the open item
02
Finds the evidence or owner
03
Prepares the cited next step
Best used for
- Datasite
- Intralinks
- Diligence Q&A
Control line
The source document and owner remain visible for every answer.