BY THOMAS WELDINGH

Wasting precious time handling due diligence documents?

During M&A transactions, the deal team – e.g. financial advisors, commercial advisors, TAS (transaction advisory services) and legal advisors – receive hundreds, if not thousands, of documents in different formats for analysis prior to upload to the data room. With Visiodocs you can accelerate the deal making by eliminating much of the time-consuming data logistics – as well as optimizing the review and feedback process. Here’s how.


due diligence

At Visiodocs, we love getting into the nitty-gritty of how different industries handle, share and collaborate during review of multiple documents and files. 

When it comes to due diligence, advisors deal with an overwhelming amount of paperwork in different file formats. These are typically received unstructured via e-mail or via file sharing services from multiple stakeholders and then moved to a folder on an internal server. 

The deal team then has to organize, review and check these documents. Part of this process is giving necessary feedback on each document.

How Visiodocs accelerates the process

With Visiodocs, vendor due diligence becomes faster, more secure and a lot less messy. Our platform serves as an integrated and secure platform for sharing, structuring, annotating and collaborating on large documents and data prior to upload to the data room. 


Nearly every step of the traditional process in vendor due diligence is either optimized or eliminated using Visiodocs:

With Visiodocs, vendor due diligence becomes faster, more secure and a lot less messy. Our platform serves as an integrated and secure platform for sharing, structuring, annotating and collaborating on large documents and data prior to upload to the data room. 


Nearly every step of the traditional process in vendor due diligence is either optimized or eliminated using Visiodocs:

Easy data collection

Visiodocs facilitates sharing of project files with clients who can upload materials to our secure platform – directly to the relevant folder. This takes out a lot of document handling and logistics. The Visiodocs platform is intuitive with nearly no learning curve. It’s not only you who is likely to save precious time, so is your client.

Easy review, annotation and collaboration

Following upload, the review process is made easy due to real time collaboration and intuitive annotation tools facilitated by Visiodocs. No more back and forth in endless threads of emails.

Annotate across file types

On the Visiodocs platform, file types are irrelevant. We support all major file types, and many smaller ones, too. Annotation and sharing is done in the same simple way no matter what the file type.

Easily navigate back to the source

Be on top of all the facts in order to present a solid and coherent case to the buyer. That means being able to easily document all the claims you make. By using our labels function, you can quickly navigate back to the different highlights you’ve made across hundreds or thousands of pages of material or review all findings in a well-structured report

No more security headaches

Today, confidential documents are often received via e-mail or a file sharing service, without structure or proper safety before being put on an internal server. When using Visiodocs the confidential materials are moved directly onto our enterprise security grade platform. Less handling means lower chances of a breach.

Become competitive with no learning curve

Advisors typically quote  a set price, thus creating a natural interest in bringing down the number of hours needed to complete a transaction. With Visiodocs, you can focus on doing what you do best as a professional, and cut the time you spend being your own (and your client’s) secretary.


Try out our free version here to get a sense just what difference Visiodocs can make.


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