Setting up a deal
Create one project for each deal so its evidence, review work, requests, and outputs have a clear home.
Create the project
- Choose New project from the workspace.
- Select the target company or enter it manually. Confirm the legal entity rather than relying only on a familiar trading name.
- Give the project a name your team will recognize. When entering a company manually, add its domain or ticker if known.
- Create the project, then confirm access and deal context before inviting reviewers or uploading confidential evidence.
The target company and the project name serve different purposes: one identifies the business; the other can be your team’s deal name.
Confirm deal context
Complete the deal context during kickoff and in the project settings as the facts become available:
- Structure — the transaction form, such as a stock or asset purchase.
- Control — the proposed ownership and control position where applicable.
- Expected value — the deal-size context used for materiality-sensitive comparisons.
- Diligence settings — currency, reporting periods, jurisdiction, and thresholds.
Leave unknown facts unresolved until you can establish them. A seller’s proposal, a working assumption, and an agreed transaction term are different things.
Find your way around
| Project tab | Use it for |
|---|---|
| Overview | Deal context and the current operating picture |
| Workstreams | Review by diligence domain, including issue signals and financial analysis |
| Checklist | Diligence tasks and requests |
| Evidence | Files, contract inventory, and disclosure review |
| Outputs | Versioned reports and project exports |
Visible sections depend on workspace capabilities and your permissions.
Set the review baseline
Open Settings → Diligence for workspace defaults. Use Project settings for deal-specific overrides.
Confirm the base currency, buyer jurisdiction, materiality floors, financial periods, and contract policies. These settings guide review; they do not establish the underlying facts or change the transaction’s legal terms.
See Diligence settings for the available controls.
Get the first review underway
- Add the reviewers with the appropriate project roles.
- Upload or import evidence and check processing.
- Create the checklist and link supporting files.
- Use Colabra AI for a scoped investigation or first deliverable.
- Review gaps and issues before preparing project outputs.