Review the source pack.
Start with the documents and diligence questions in scope. Compare the relevant material, with source references available for inspection.
INSIDE THE DEAL ROOM
Follow the decision from source to memo.
See how source review, Findings, evidence requests, and the working IC draft fit into one review process for your deal team.
THE PRODUCT WORKFLOW
From a source question to a reviewable draft.
Underlying gives the deal team a place to move through the work that sits between an answer in the data room and a conclusion in the IC memo.
DEAL ROOM
Work through the Finding.
Put a conflict or missing answer in front of the analyst, with its supporting sources, current status, and the next evidence request in view.
Prepare the IC draft.
Carry reviewed conclusions into a working memo while keeping open questions visible. The investment team checks the language and decides what is ready.
BUILT FOR THE REVIEW PROCESS
Your team keeps the judgment.
The deal scope, review steps, and memo format are agreed with your firm for the pilot. Underlying helps make the supporting work easier to inspect.
01Agreed scope
Work from the documents and questions authorized for the engagement.
02Visible review
Check conflicts and gaps before they become memo language.
03Firm format
Prepare a working draft in the agreed structure for your team's review.
See Underlying in your deal workflow.
See how source review, Findings, and a cited IC draft fit your team’s workflow. We’ll discuss your memo format, review process, and setup requirements.