Loopio – M&A Due Diligence Software

M&A diligence was a process in which lawyers would look through a plethora of papers to determine the performance and operations of sellers. Modern technology gives lawyers and other dealmakers the ability to conduct their analysis with a speed and efficiency that was previously impossible.

Tech Due Diligence

In the age of cybersecurity threats and GDPR regulations, executing due diligence on tech is essential for a company’s health. In order to conduct a proper tech due diligence, it is necessary to assess the security of a software company and ensure that they are compliant. It also involves analyzing the extent and strength of the company’s portfolio of intellectual property, and identifying any potential problems.

In the course of an acquisition it is essential to be aware of the financial structure of a business and make sure that all parties are in agreement on expectations. A thorough due diligence can identify issues like overstated net losses, unreported taxes liabilities, non-filing risks, payroll taxes and sales and use tax.

During the due diligence process, it’s essential to have a clear plan for collecting and sharing the information needed. Playbooks that can be used by teams throughout the process can help keep everyone on the same page, and also ensures next page continuity. Loopio’s collaboration and workspaces for teams features help teams stay focused on their responsibilities, and avoid being distracted by other tasks.