Run every client
from one workspace.
Accounting firms, fractional CFOs, angel groups, law firms — you're built in here, not bolted on. Manage every client company from one dashboard, with gated drill-down and a full audit trail.
Everywhere else, you're an afterthought.
Most equity tools are built for a single company and its founder. As the advisor, you're left juggling logins, re-keying numbers, and chasing the same documents across every client — work that doesn't scale and doesn't bill.
Here, the multi-company workspace is the product — so supporting ten clients feels like supporting one.
Built for the advisor, not bolted on for one.
One dashboard, every client
See readiness, open items, and live activity across your whole book in a single view — 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.
Time-limited delegation
Grant and revoke rights with a clock on them. Bring in a specialist for a deal, then close the door automatically when it's done.
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. Become a Diligence Ready partner and turn diligence prep from a fire drill into a service you deliver on repeat.
Become a partner →For advisors, in detail.
Who is Diligence Ready for advisors built for?
Accounting firms, fractional CFOs, angel groups, law firms, and anyone who manages equity and diligence on behalf of multiple companies. Advisors aren't an afterthought — the multi-company workspace is built in.
How does managing multiple client companies work?
One Partner workspace gives you a single dashboard across every client company, 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 simple tiers as the rest of the platform — full features on every tier, no per-seat charges — 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 always ready.