Close deals faster with Diligence tracker

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.