Loopio – M&A Due Diligence Software

Not too long ago, M&A due diligence meant lawyers digging through piles of papers to analyze the performance of a seller. Although there’s still plenty of work to do during the diligence process modern tools enable lawyers and other dealmakers to carry out their analyses at speeds and efficiency levels that were unattainable until today.

Tech Due Diligence

In the age of cybersecurity risks and GDPR regulations, performing due diligence on technology is essential for the health of a company. To conduct thorough tech due diligence, it is essential to evaluate the security of software companies and make sure they are in compliance with. It also examines the quality and scope of the company’s portfolio of intellectual property, as well as identifying any potential issues.

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

In the process of due diligence it is important to establish a strategy for collecting and sharing all relevant information. A set of playbooks, which can be utilized throughout the process by teams, assists in keeping everyone on the right track and ensures consistency. Loopio’s collaborative workspace and team workspace features are perfect for this purpose, assisting teams remain focused on their task and avoid getting distracted by other tasks.