Due diligence is a structured review of a project's data room. Aracor reads every document, works through a checklist, and produces findings you can browse, trace back to source, and download.
Start a run
Open Workflows and choose Due diligence. The run setup dialog opens and asks four questions:
Which data room are we reviewing? Pick the folder that holds the deal documents.
What's your role in this deal? Buy-side, Sell-side, Investor, Lender, or Internal review. Your role changes what the report flags as a risk.
Which checklist should we follow? Use the Aracor default checklist, or upload your own as a .docx or .pdf. The checklist shapes what Aracor checks the data room against.
How should we write the report? Choose Standard report for every standard section, covering legal, financial, commercial, and more. Choose Customise the report to give your own instructions on scope and style.
Click Run diligence to start. You can also start a run from Home or from a conversation, and both open the same setup dialog.
What it accepts
A run reviews a folder, so the deal documents need to be in one. The expected setup is a connected data room, typically a synced SharePoint folder, so the full deal record is in one place. There is no fixed allowlist of document types: Aracor identifies what each document is and applies the right checklist for it.
How long it takes
The workflow runs in the background. You can leave the page and come back. A handful of documents finishes in minutes. A full data room with hundreds of documents takes longer, because each document is analyzed individually and then consolidated across the whole deal.
Where your results appear
Results appear in two places: the conversation where the run reported back, and the project sidebar under Analysis.
The Analysis section groups everything the run produced:
Checklists: every checklist item with what Aracor found
Risks: issues and findings surfaced across the deal
Requests: follow-up information requests
Reports: the due diligence report itself
To read the report on screen rather than downloading it, open Reports in the project sidebar.
Run it more than once
Every run is kept. The Workflows page lists your runs with their dates, and the Analysis pages have a run selector at the top labeled with the run date and time. Opening a past run shows it exactly as it stood when it finished, so earlier work is never overwritten.
When the documents change, start a fresh run rather than editing an old one.
Download the report
Open Reports and download the report as PDF or Word.