Create and manage due diligence projects [Release date: August 4, 2026)

Centralize all your due diligence projects in one flexible hub, and simplify your process by collecting and managing stakeholder feedback in one place.

Overview

Plan availability: Advanced
Please contact your CSM at Inpart to enable this feature on your Deal space.
Required user role: Manage/Contributor

The Due Diligence hub allows you to coordinate and collect structured input from internal and external stakeholders by organizing questions into sections, tracking submission progress, and consolidating responses to support your licensing or partnership decision.

Access the due diligence hub

Due diligences are all available from the due diligence hub. Open the navigation bar and click Due Diligence.

Note: Direct integration into Deal's opportunity pages will come later this year.

What's included in a due diligence project

Inside each due diligence, you will find:

• The status: Draft, Ongoing, Closed. 
  
• A link to the related opportunity, agreement, or alliance in Deal.
  
• The due diligence owner.
  
• A Details section with the start date and a description field.
  
• A Shared files and emails section, where you can upload documents.
  

Due diligence statuses

There are three possible statuses: Draft, Ongoing, and Closed, and the content of the due diligence page evolves depending on them. Once the due diligence is Ongoing or Closed, it cannot be turned back to the Draft status.

• Draft

The Draft phase is when you create the questions that participants will answer during the due diligence, upload the relevant documents to help participants understand the context of the due diligence and answer the questions.

• Ongoing

The Ongoing phase is when the due diligence is open for participants to submit their answers. At this point, you can view the answers that have already been submitted.

You can also monitor the number of people who have already submitted their answers and send a reminder to those who haven't.

Click the Add participants button to see the details of who participated. If the survey is anonymous, you won't see the participation status.

• Closed

You can close the due diligence when all participants have submitted their responses. At this point, participants can no longer edit or submit answers. 

You can view the number of responses and export the results.

Create due diligence projects

Required user role: Manager

You can create a due diligence project either from the navigation bar or from the due diligence hub. Click the Create button, and a pop-up will open.

Select the related opportunity and click Confirm.

A new due diligence page will open. 

Enter the name, due date, and description of the due diligence. 

Set up questions

Choose between two structures depending on the complexity of your project: add questions directly to a single shared survey, or divide the assessment into multiple independent sub-assessments, one per functional area, each with its own questions, participants, and outcome.

You can either use a template or add new questions from scratch. Survey templates are organized into two categories: templates for single-survey assessments (built with direct questions) and templates for multi-survey due diligences (built with sub-assessments).

• To use a template, click the more option menu, and select Create from template.
  See Manage templates for health checks and due diligences.
  
  A pop-up will open where you can select the relevant template.
  
• To create new questions from scratch, click Add question. 
  
  A new blank question will appear. 
  
  You can then:
  • Enter the question title.
  • Choose the answer system:
    • Scale: Define the scale range and denomination of the lowest score to the highest score. You can allow participants to add comments as well.
    • Choice: Enter the possible answers and choose if you want it to be a single or multiple choice. You can allow participants to add comments as well.
    • Text: There is nothing to set up here; a simple text field will appear once the question is published.
  • Once the question format is set up, you can make it required, duplicate it, or delete it.

Upload documents

To give context to the participants and help them answer the questions, you can upload documents that they will be able to download and open.

Click Upload document. You can then either drag and drop any files or upload them from your device.

Invite participants

On the due diligence page, click Add participants. 

A pop-up will open. You have two options to share the due diligence.

Only people invited
To share the due diligence with people who are Deal users or registered contacts in Deal.

Select Only people invited, enter the names of the participants, pick them in the drop-down list, and click Confirm.

The selected people will receive an email notification. They will need to click Go to assessment in the email. Then, they will either have to enter their credentials on the login page or they will automatically be logged into the platform if they're already connected, and they will land on the due diligence page.

Anyone with the link
To share the due diligence with people from the companies involved in the alliance but who are not Deal users or registered contacts in Deal.

Select Anyone with the link and enter the domain names of the other parties involved in the alliance. Click Copy link and paste it wherever you want to share it (an email, a shared communication tool, etc).

1. People who have access to the link will have to click it, and they will land on a page inviting them to sign up for free for the due diligence hub. They will have to enter their email address, check the Inpart privacy policy box, and click Continue.
   
2. They will then receive an email. They will have to click Access the assessment. 
   
3. After that, they will be directed to the login page of the Deal due diligence hub. They will have to enter their first name, last name, select their company, and click Continue to register on the platform. They will then finally land on the due diligence page.
   

Important: External people who register on the platform to participate in an due diligence are automatically created as external contacts in Deal.

Send reminders

Send email reminders to participants who haven't participated in the due diligence yet.

Open the due diligence you want to edit, click the more option button, and select Send reminder. All participants who haven't finalized their submission will receive an email notification.

If a reminder has already been sent, you can see when in the more option menu.

Restrict access to due diligences

Required user role: Manager with access to the related opportunity, agreement, alliance in Deal, and/or owner of the due diligence.

You can choose to grant access to an due diligence to a restricted number of users. These users must have access to the related opportunity, agreement, or alliance in Deal as a prerequisite.

In the due diligence page, click Manage access.

Then, click Restrict access.

Edit due diligences

Required user role: Manager.

Important: You can only edit ongoing due diligences, and participants will receive an email notification every time the due diligence is modified.

Open the due diligence you want to edit, click the more option button, and select Edit Assessment. You can edit the due date, the description, the questions, as well as the shared files and emails.

Duplicate due diligences

Required user role: Manager.

Open the due diligence you want to duplicate, click the more option button, and select Duplicate. A new page with the duplicated due diligence will open. The title will display (Copy) at the end. You can rename it the way you want.

All questions, settings, and participants are kept in the newly duplicated due diligence.

Filter due diligences

You can use the search bar to search for a specific due diligence. In this case, only the due diligence titles are being searched.

To search and filter multiple due diligences, go to the due diligence hub, and click Filter.

A filtering panel will open. 

Click the filter you want to apply and select the values. 

Finally, return to the list of filters and click Apply filters.

Click Clear to remove all the selected filters.

Export due diligences

Required user role: Manager.

Export due diligences' general information

To report on all due diligences, go to the due diligences hub and click Export.

A pop-up will open. 

To export the general details of the due diligences to a simple Excel file, select No template, all columns, and click Export.

Export the results of a specific due diligence

To export the detailed results of a single due diligence, open the due diligence (with an Ongoing or Closed status) and click Export.

Select the default Word template and click Export.

Participate in due diligences & Comment

For Deal users who are invited to participate in several due diligences, they can follow up with their submissions in the due diligence hub by selecting the Participate label. They can see their participation status for each due diligence and the due dates.

You can answer the due diligence's questions offline. On the due diligence page, click Offline Mode.

The following pop-up will open. Click Download next to the Excel file. The file will automatically be downloaded to your device. Once you've filled out the file, reupload it in the same pop-up under the Upload section, and click Import.

Comments and user mentions can be used to interact within a due diligence project. Click the discussion icon at the top right of the page to open the comment panel.

Delete due diligences

Required user role: Manager.

Important: Ongoing due diligences cannot be deleted.

Open the due diligence you want to delete, click the more option button, and select Delete. 

A confirmation pop-up will appear. Click Delete.

Notifications

Here's the list of the email notifications sent by the platform:

• When Deal users or registered contacts in Deal are invited to participate in an due diligence.
• When users have submitted their answer, thank them for their participation.
• When the status of an due diligence you own has been updated.

Detailed user rights