Send them in already prepared.
The companies you serve — clients you advise or companies you've backed — arrive with a clean ledger, current financials, and a room that already knows what's missing. One dashboard covers all of them, with gated drill-down and a full audit trail. You keep the relationship.
If you carry more than one company, this is your page.
Fractional CFOs
Own the ledger and the monthly close across every company you serve, without a separate login for each.
Accounting firms & CPAs
Keep client equity reconciled at the source, so nothing gets re-keyed between systems at year end.
Law firms
Paper the round against a ledger that already matches the documents, with every change on the record.
Angel groups
See every company you've backed in one list, and how ready each one is for its next round.
PE firms
Monitor the portfolio company by company, with drill-down wherever your rights allow it.
Ten clients should feel like one.
The work that doesn't scale is the juggling: separate logins, re-keyed numbers, and the same five documents chased across every client. None of it is the work you're actually paid for.
Here the multi-company workspace is the product — so your clients run at a higher standard, and supporting ten of them feels like supporting one.
One workspace, every company you support.
One dashboard, every client
A rebuilt partner dashboard ranks client gaps into a work queue — see readiness and open items across your whole book, then step into any company to do the work.
Gated drill-down
Access is walled off per client. You reach exactly what each engagement allows — nothing more — enforced at the database, not just the UI.
Read-only or write, audited
Work in read-only or write mode, with every action attributed and timestamped — so you and your client both see exactly what was done.
Co-branded portal
Your firm's brand stays front and center while clients use the platform. The relationship — and the credit — stays yours.
Access grants, on a clock
Clients grant access with a request-and-approve step, an expiry, and revocation any time — and every action you take shows in their audit log.
Clients always ready
Keep every company diligence-ready in the background, so when a client's deal lands, you're the one who already did the prep.
Step in, do the work, leave a clean trail.
Open any client from the portfolio and you're in their cap table, diligence room, and scenarios — under your firm's brand, with the access your engagement allows and every action on the record.
- ✓ Full platform per client, under your brand
- ✓ Access scoped to each engagement
- ✓ Every action audited for you and the client
- ✓ One step back to the whole portfolio
Stop chasing what you've already provided.
Your clients stay continuously ready, your work is on the record, and your brand is on the portal. Sign up, add a company, and turn diligence prep from a fire drill into a service you deliver on repeat.
Sign up and add a company →For advisors, in detail.
Who is Diligence Ready for advisors built for?
Fractional CFOs, accounting firms, law firms, angel groups, and PE firms — anyone who carries more than one company's equity and diligence. Whether you do the work for a client or monitor a company you've backed, the multi-company workspace is the product, not a bolt-on.
How does managing multiple client companies work?
One workspace gives you a single dashboard across every company you carry, with gated drill-down into each one. You see readiness and open items at a glance and step into any company to do the work, without juggling separate logins.
Can I co-brand the experience for my clients?
Yes. A co-branded portal reinforces your firm's brand while your clients use the platform, so the relationship stays yours.
What access controls and audit trail do advisors get?
Access is walled off per client with read-only or write modes, time-limited delegation, and a full audit trail — every action attributed and timestamped — so both you and your client can see exactly what was done.
How are advisors billed?
Pricing follows the same tiers as the rest of the platform, with each tier including a set number of internal and investor users, scaling with the number of companies and users you support. Talk to us about partner terms for firms managing many clients.
Everything your clients get, you orchestrate.
Level up the companies you support.
Manage your whole book from one workspace — co-branded, audited, and already prepared. The relationship stays yours.