Checklist
Defines what the review expects, but not whether the room contains it.
Due diligence data room
Turn a diligence checklist into a live room.
Start from a structured diligence template, expose the right sections to each review group, and see which expected materials are present and which gaps remain.
01 — One process, split three ways
A spreadsheet, a folder and an inbox split one review across three places.
The checklist tracks expected evidence. The folder holds files. Email carries the questions. RoundOS brings the structure, documents and review context into the same room.
Shared folder
Stores documents, but cannot expose missing checklist items or contextual questions.
Carries answers, but separates them from the material a reviewer was looking at.
02 — Checklist-backed structure
Start from a review template built for the diligence you need to run.
Choose a diligence room template, adjust its sections and add placeholders for evidence that has not arrived yet. RoundOS shows which expected materials are present and which checklist gaps remain.
CorporateChecklist coverage
✓Certificate of incorporationCertificate.pdf · current versionPresent
✓Current cap tableCap table.xlsx · current versionPresent
3Board and shareholder approvalsPlaceholder · document requiredGap
✓Company structure chartGroup structure.pdf · current versionPresent
03 — One room, different depths
Visibility follows the group, section by section.
Create the groups your review uses and decide which room sections each group can open. A group called Lead reviewers might see the whole room; Co-reviewers and Counsel might see narrower scopes.
Section
Lead
Co-review
Counsel
Corporate
Visible
Visible
Hidden
Finance
Visible
Visible
Hidden
Legal
Visible
Hidden
Visible
Contracts
Visible
Hidden
Visible
Name groups the way your process already works: lead reviewer, counsel and specialist. Then choose the sections each group can open.
04 — Questions stay with evidence
Review context belongs beside the document.
A reviewer asks from the material they are reading. The answer remains attached to that context and can be shared with the thread, the originating group or the room.
Open 2Answered 4All 6
Alex MorganOpen
Finance · Revenue bridge.xlsxWhich assumptions changed in the current version?
Priya ShahAnswered
Legal · Material contracts.pdfDoes this schedule include the renewal?
Jordan LeeAnswered
Product & SecurityIs the latest audit attached here?
AM
Alex MorganFinance review group
Waiting on youAsked fromRevenue bridge.xlsx · Current versionOpen material
Which assumptions changed in the current version?
Answer in context
Replies stay with this material and can be visible to the thread, the originating group, or the room.
05 — Two kinds of truth
What is missing. Who is moving.
Checklist gaps show missing or unfilled evidence. Named room activity shows who opened each section and when. Together they answer two different questions about the state of the review.
✓Certificate of incorporationCorporate · material presentCovered
✓Current cap tableFinance · current versionCovered
3Customer reference evidenceCustomer evidence · placeholder unfilledGap
✓Material contracts scheduleContracts · material presentCovered
Named activityAlex Morgan · Finance
Opened Revenue bridge.xlsx this morning
Last activityPriya Shah · Contracts
Last opened four days ago
06 — One live room
A spreadsheet and a shared folder each track a piece of the process. RoundOS runs the room.
RoundOS keeps checklist coverage, current evidence, scoped access, contextual Q&A and named activity together.
A status someone reconciles.
The checklist can look complete while the expected evidence is still missing.
Tracks expected workFiles without checklist state.
Documents arrive, but missing evidence and review context live somewhere else.
Stores evidenceStructure and evidence together.
Checklist gaps, current files, group visibility, Q&A and named activity share one room.
Runs the review surface07 — FAQ
Questions worth answering.
01How is a diligence room different from a standard data room?
A diligence template gives the room checklist-backed structure. RoundOS can then show which expected materials are present and which template gaps remain.
02Can we adjust the diligence template?
Yes. Start from a RoundOS room template, adjust its sections, add room items, and use placeholders for evidence that has not arrived yet.
03Can different reviewer groups open different sections?
Yes. Create access groups around the review process, then choose which room sections each group can open and add recipient-level exceptions where needed.
04Can Q&A happen inside the room?
Yes. Reviewers submit questions from the material, and answers stay attached to that context instead of scattering across inboxes.
05How do we know what is still missing?
The Diligence gaps panel lists checklist items that are missing or still represented by an unfilled placeholder. When no template gaps remain, the checklist is complete.
06Do reviewers need an account?
No app is required. A reviewer opens the room link and completes any gate you configured, such as email verification, before viewing the room.
07What happens when a document changes?
Add a new version to the same material. Links using latest open the current file while version history remains attached.
Run the review
Live before the next evidence gap appears.
Choose the structure, add the evidence, and expose the right room to each group.
No credit card. Live in minutes.