Prepare a due diligence

At a glance

• For individual sensitive contracts, an extra Risk Review is worth it.
• Check the Data Room values in the contracts, because the cells show no source.

How it works

1. 1
   Create a Dossier and upload all contracts from the data room, up to 2,500 files.
2. 2
   Write in the AI instructions whom you review for and what matters, such as buyer side, focus on change of control and termination.

   

3. 3
   Ask in the Dossier, for example: “Which contracts contain a change-of-control clause?”
4. 4
   Load the key contracts into an AI Data Room and add columns such as term, notice period, change of control and liability cap.

   

5. 5
   Have a red-flag list for the DD report drafted in the Dossier and download the table as Excel.

This might help too

• Dossier: ask questions across all documents
• AI Data Room: compare many documents in a table