Keep files in your storage. Add a diligence workflow.
Connect Google Drive or OneDrive and organize the documents already there into a maintained diligence workflow, without moving them to a new place you don't control.
Connected storage
ConnectedYour documents already have a home. This doesn't replace it.
Corporate, financial, and legal documents already live in Google Drive or OneDrive, under permissions and policies your team set up. A diligence workflow that requires copying everything into a separate system adds a second place to manage and a second set of permissions to keep straight.
Organizing the workflow around your existing storage keeps one home for the documents, not two.
Google Drive and OneDrive, connected separately.
Google Drive
Connect a Google Drive account to bring its documents into your diligence workflow.
OneDrive
Connect a Microsoft OneDrive account the same way, alongside or instead of Google Drive.
Documents mapped to categories, not copied into a new system.
Once connected, documents in your storage are organized against the categories your diligence workflow tracks, cap table, financials, governance, IP, and more, so the diligence checklist and the room draw from the same connected files.
Startup due diligence →Mapped documents
Google DriveYour storage permissions stay yours to manage.
The connection lets Diligence Ready organize and reference documents in your Google Drive or OneDrive. Underlying storage permissions and account administration remain governed by Google or Microsoft and your own IT or admin settings.
The diligence room draws from the same connected files.
When you're ready to share, the diligence room is built from the documents already organized through your connected storage, with access set per person for whoever you invite in.
The diligence room →Storage stays under your control. Access is set per person.
Diligence Ready organizes a workflow around documents that remain in your own connected storage, and access to shared rooms is set per person. Full detail on how access and security work is on our security page.
One connection per client, not one system to migrate them into.
Each client connects their own Google Drive or OneDrive, so their documents stay under their own account and permissions while you organize the diligence workflow around them.
For advisors →More on staying ready.
Keep files in your storage. Add a diligence workflow.
Connect Google Drive or OneDrive, organize what's already there, and share it through a room when you're ready.