Close deals faster with Diligence tracker
Centralize your documents, stakeholders, and tasks to mitigate risk and keep work moving.
Get your deal teams on the same page
Align documents and people to see what’s done, what’s missing, and who’s up next. A single view brings clarity, confidence, and accountability across teams.
Designed to drive momentum
Collaborate effectively with clear next steps, task tracking, and automated reminders at each stage of the process. Working in one place helps you spot and fix blockers early.
Protect sensitive documents confidently
By ensuring uploaded files are never visible to outside visitors, Diligence tracker combines private document handling with rigorous activity tracking—giving you absolute control and a permanent audit trail for deals of any scale.
Frequently Asked Questions
Included with DocSend Advanced Data Rooms pricing. No per-task charges, no usage fees. When you have Advanced Data Rooms, you have full Diligence tracker access. Visit our pricing page for current rates, or contact sales for volume/enterprise pricing.
Yes. Works with both new and existing data rooms. All existing security settings, permissions, and watermarking remain intact.
Diligence tracker streamlines structured document collection and tracking across multiple scenarios:
M&A and transactions: Coordinate buyer diligence requests, track internal document gathering, and manage stakeholder deliverables
Fundraising: Track investor due diligence requests, manage Q&A workflows, and monitor document submissions across multiple funding rounds
Enterprise sales: Organize security assessments, compliance questionnaires, and vendor diligence materials for prospects
Partnerships and business development: Manage partnership documentation, track mutual diligence exchanges, and coordinate legal reviews
Board reporting: Track preparation of board materials, manage committee requests, and organize audit documentation
Compliance and regulatory: Coordinate regulatory submissions, track document collection from multiple departments, and maintain audit trails
Any workflow requiring organized, trackable document collection and stakeholder coordination benefits from Diligence tracker.
Comprehensive visibility across your entire workflow:
Task status (not started, pending, complete, declined) for every item
Current assignee (assignment history also available in audit log)
Due dates (actual completion dates available in audit log)
Upload activity timestamps (available in audit log)
Historical activity (available in audit log)
Pending items requiring attention
View in dashboard, generate stakeholder reports, or drill into individual task details. Perfect for investor updates, internal status meetings, or team coordination.
Operates within DocSend's enterprise-grade security:
SOC 2 Type II certification
256-bit encryption for data at rest and in transit
Granular permission controls
Dynamic watermarking (Advanced Data Rooms)
Single sign-on (SSO) support
Two-factor authentication (2FA)
Detailed audit logs
You control exactly who sees which tasks. Assignees see only tasks assigned to them.
File requests are for when you need to collect files from anyone who visits your Space. You can configure who sees each file request, giving you control over which visitors are prompted to submit files.
Diligence tracker tasks are for direct, one-on-one assignments. Use these when you need to assign a task or request files from a specific person. Only the assigned individual will see their task, ensuring privacy and accountability.
Absolutely. Diligence tracker excels at managing workflows across different groups:
Internal coordination:
Assign tasks to legal, finance, operations, and other departments
Track which teams have submitted their materials
Monitor internal deadline compliance
Coordinate cross-functional document preparation
External coordination:
Share specific tasks with investors, buyers, partners, or auditors
Control what each external party can see and access
Track external submissions and responses
Manage multiple external stakeholders simultaneously (e.g., several investors in a funding round)
Captures all activity from the moment you enable it, visible in the audit log. Historical data persists for the data room's lifetime. Review task completion history, document upload timestamps, and access audit trails for compliance, investor reporting, or post-project analysis even after your project closes.
For data rooms created before Diligence tracker availability, activity is not retroactively tracked.
Designed for teams of all sizes. Many founders and startup teams find Diligence tracker especially valuable because:
Small teams wear multiple hats: Clear task assignment prevents things from falling through cracks
First-time fundraisers: Structured workflow helps navigate unfamiliar investor diligence processes
Lean operations: Automated reminders and status tracking reduce manual follow-up time
Professionalism: Organized diligence response builds investor confidence in your operational maturity
Learning for next time: Historical tracking helps you prepare better for future fundraising rounds
Whether you're a solo founder managing your first seed round or an M&A team coordinating a complex transaction, the task management and tracking capabilities scale to your needs.
Yes.
For M&A: Financial records, HR documents, IP documentation, customer contracts, operational metrics
For fundraising: Financial statements, cap table, customer references, technical documentation, legal documents
For sales: Security questionnaires, compliance certifications, case studies, technical specifications, pricing proposals
For partnerships: Legal agreements, technical integrations, compliance documentation, background checks
Organize tasks in whatever structure makes sense for your use case. Bulk operations let you efficiently manage large task lists without repetitive manual work.