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The Diligence Factory.
THE PARTNER NETWORK

Better connections.
Better-informed deals.

You bring the relationships and expertise. We bring a structured diligence workspace. Together, help acquisition teams move from scattered information to a clearer decision.

Explore a partnership See how the platform works
For advisors, firms, and communities supporting the acquisition journey.
A CONNECTED CLIENT EXPERIENCE
Your relationshipsContext & trustYour expertiseAdvice & perspective
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The Diligence FactoryRequests · Evidence · Analysis · Reports
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A more coordinated diligence processClear ownership. Connected evidence. Human review.

Illustrative partnership model

WHO WE’RE LOOKING TO CONNECT WITH
M&A advisorsAccounting firmsLendersSpecialist consultantsAcquisition communities
MORE VALUE AROUND EVERY INTRODUCTION

Help your clients move forward.
Build on what you do best.

A partnership should complement your client relationship and make the next handoff easier.

Extend your diligence offering

Connect clients to a workspace for managing requests, documents, financial analysis, findings, and reporting—without having to assemble a new process from scratch.

Make the handoff more useful

Give the diligence team the deal context, the client’s priorities, and a clear introduction. Agree responsibilities before the work begins.

Keep relationships at the center

Discuss how you stay involved, how communication should work, and what a good client experience looks like. Define the relationship together.

Support evidence-led decisions

Help clients work toward traceable findings and human-reviewed reports, with the underlying evidence connected to the conclusion.

FIND THE RIGHT WAY TO WORK TOGETHER

Different expertise.
A shared commitment to the client.

01

Refer an opportunity

For advisors, lenders, and communities

Introduce acquisition teams that need a more organized diligence process. We can discuss fit, scope, and the right next step together.

02

Complement your advisory work

For accounting and consulting firms

Explore how a shared workspace can sit alongside your advice, helping clients coordinate information and keep work moving.

03

Bring a specialist perspective

For subject-matter experts

Discuss opportunities to contribute expertise to a defined diligence scope, with clear responsibilities and appropriate access.

Partnership scope, support, and any commercial arrangements are discussed individually and agreed in writing. Applying does not create a partnership or guarantee compensation.

A SIMPLE START

Let’s establish the fit
before the first handoff.

No client documents or confidential deal information are needed to apply.

  1. 1

    Introduce your organization

    Tell us who you work with and where you see a potential fit.

  2. 2

    Discuss the opportunity

    The team can review your request and explore the client needs, coverage, and collaboration model.

  3. 3

    Agree how to work together

    Confirm responsibilities, communication, and any commercial terms before making a client introduction.

START THE CONVERSATION

Become part of
the next deal’s story.

Share a little about your organization and the clients you serve. Your request will be saved for the Diligence Factory team to review.

  • No account required to apply
  • A conversation about mutual fit
  • No commitment by submitting

We’ll use the details you submit to evaluate your request and contact you about this potential partnership. Please don’t include sensitive client information.

Partner application

Fields marked * are required.

Populate an example. Nothing is submitted.
BEFORE YOU APPLY

A few useful details.

Do I need an existing client opportunity?

No. You can express interest while exploring the fit. Share the types of clients you support and how you would like to collaborate.

Are there referral fees or revenue-sharing terms?

No standard compensation is promised on this page. Any referral fees, commercial terms, or obligations would be discussed and agreed in writing before an engagement.

Can a partner access a client’s deal data?

Applying does not provide access to any workspace or client data. Access depends on appropriate authorization, organization membership, and deal or workstream assignments.

Is an application an acceptance into the network?

No. Submitting starts a review of potential fit. Any partnership is subject to a separate agreement.