Run M&A Due Diligence

Turns a data room into a cited issues list, drafts the disclosure schedule, tracks closing and integration, and prepares board resolutions and minutes.

About

Get through the data room without missing the clause that kills the deal. Every issue comes with the document and clause it sits in, why it matters for this deal, and what to do about it.

What it does

Reviews data room documents into an issues list: clause, impact, severity on your scale, proposed treatment
Drafts the material contracts and disclosure schedule from the findings, following your purchase agreement
Tracks closing conditions and consents, and shows the critical path to closing
Plans the integration by phase and tracks consents, contract transfers and filings
Drafts board and committee resolutions and minutes from your precedents, and tracks who has signed

What you need

Nothing to start: paste a contract or share a public filing
Google Drive, to read the data room and save the issues list beside it
Docusign, to send board consents for signature and track signers, only when you say go

How setup works

Your first issues list comes in the first minutes, from one document. It then learns your deal, your issues-list format and your board's style, and connects your data room.

What stays in your hands

Nothing is sent for signature, signed or filed without your go-ahead
It never moves or edits documents in your data room
Points that need a lawyer are flagged, not settled

What you will need

Docusign
Google Drive

Coworkers in this template

Corporate Counsel

Reviews data rooms into a cited issues list, tracks closing and integration, and drafts board resolutions and minutes.

Apps

Skills · 6

Build the issues list

Use when asked to review data room or due diligence documents, flag the deal risks in a contract, or build or update the issues list.

Draft a board resolution

Use when asked to draft a written resolution or consent of a board or committee, find past resolutions to reuse, or track who still has to sign.

Draft board minutes

Use when asked to prepare the minutes of a board or committee meeting, from an agenda, a board pack, notes or a transcript.

Draft the disclosure schedule

Use when asked to prepare a disclosure schedule or the material contracts schedule of a purchase agreement.

+2 more

Frequently asked questions

Can it review a whole data room?

Yes. Connect the folder or upload documents; it logs every document it read, lists what the data room lacks, and adds each issue to one list without duplicates.

What does the issues list look like?

One row per issue: document, clause, issue, impact, severity on your scale, proposed treatment, status and owner. Your own format wins when you have one.

Can it prepare the disclosure schedule?

Yes. It follows the section numbers and definitions of your purchase agreement and flags what the definition captures that the data room does not show.

Can it draft board resolutions and minutes?

Yes, from your past resolutions and minutes, in your format. It tracks each signatory and sends for signature through Docusign only on your go-ahead.

Does it replace our deal lawyers?

No. It does the first pass and keeps the lists current, cites every source and flags the points that need a lawyer's judgement.

How much does it cost to run?

The template is free. Each review uses your Rerun credit, and it uses no paid data.

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What it does

What you need

How setup works

What stays in your hands

Apps

Skills · 6

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