A platform that touches a live data room has to answer three questions before it answers any others: where did this finding come from, who approved it, and what happens to our data.
Documents are transferred into a controlled environment for the specific deal. Ingestion routes and supported formats are confirmed during technical onboarding.
Deal information is encrypted while moving and while stored. Cipher standards and key management are covered in the technical review.
Each client's deal information is segregated. Evidence from one engagement does not inform another.
Retention periods and deletion procedures are agreed as part of engagement, including what happens at the end of a deal or a licence term.
Hosting region and data-residency requirements are confirmed before onboarding, including where a specific jurisdiction is required.
Client data is not used to train shared models. Your deal information informs your deal.
Access is granted per deal and per role, so team members see the evidence and outputs relevant to their part of the process.
Activity across the workflow is recorded — what was ingested, what was analysed, what was reviewed and by whom.
Engagements are covered by non-disclosure and data-processing agreements executed before any deal information is transferred.
Deployment options, security architecture and integration with your existing data room are covered in a partner-led technical session as part of onboarding. Where your risk function has a standard assessment process, we work through it directly rather than asking you to accept assurances.
A statement supported by a source document, an inference drawn across sources, and a gap in the record are three different objects in the output — not blended into one confident sentence.
Where evidence is missing, partial or contradictory, it is raised as an issue or an evidence gap rather than presented as a finding.
Material findings and red flags connect to the supporting document, page, table or extract wherever it is available, so a reviewer can check the basis rather than take it on trust.
Every output is a draft until a named person on the deal team approves it. Interpretation, challenge and the final recommendation are human responsibilities, and the platform is built to make that review possible rather than to make it unnecessary.
Overstated capability is a risk in itself. These are the boundaries, stated before a procurement process has to find them.
It produces drafts and structured evidence for human review. It does not issue a professional opinion, sign off on a transaction or replace the deal team's judgment.
Formal financial, legal, tax, regulatory, cyber and other specialist due diligence — and independent valuation where required — remain with qualified professionals.
It widens document coverage and surfaces potential red flags earlier. It cannot warrant that every risk in a transaction has been identified.
Findings reflect the evidence available. Where a data room is incomplete, that is reported as an evidence gap rather than resolved by inference.
Specific security controls, certifications and contractual commitments are confirmed in writing during onboarding. We would rather set them out in a technical review than assert them on a web page.
See how DiligenceIQ can be configured around your deal process, sector and diligence methodology. Partner-led, around 30 minutes.