From orientation to IC-ready outputs — one system of record

How diligence is run inside Truvly: operating rhythm, workstreams, and deliverables.

Workflow

Single view of deal context, materiality, and ownership before work accelerates.

Parallel workstreams with shared evidence, version control, and advisor alignment.

Cross-lane dependencies and red-flag themes surfaced for investment committee debate.

Memos and packs trace to underlying findings—no parallel slide factories.

Diligence modules

Financial

Legal

Cyber

Operational

ESG

Tax

IP & tech

Commercial

Transaction diligence process

1
Mandate & scope
Define deal thesis, key questions, and workstream leads; align internal and external advisors on the diligence plan.
2
Data room & access
Structure the index, permissions, and Q&A rhythm so teams pull consistent evidence—not duplicate requests.
3
Workstream execution
Run module lanes (financial, legal, commercial, ops, cyber, etc.) with requests, expert sessions, and management interviews.
4
Findings & issues
Log issues with severity, owner, and linkage to documents; track remediation and open questions to close.
5
Cross-lane synthesis
Stress-test how themes interact (e.g., revenue quality × legal exposure × IT dependency) ahead of IC.
6
Valuation & QoE alignment
Reconcile adjustments, working capital, and bridge to enterprise value with your financial advisors.
7
IC preparation
Package investment narrative, risk register, and decision materials with clear recommendation and conditions.
8
Close & handoff
Transition open items, reps & warranties, and integration priorities to post-close owners.

Outcomes

Thesis and downside cases anchored to diligenced facts—not generic market slides.

Severity, lineage, and status across lanes—what IC and LPs actually challenge.

Exports and structured records that trace back to source work and sign-offs.

Illustrative analytics

Sample data for layout only—open items by severity and path to IC readiness.

Open items by theme (severity)

Residual findings — illustrative counts

Diligence completion vs. plan

Cumulative % — actual vs. target path to IC

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