Diligence deliverables in your house style, with sources attached.
Plausity reads the data room, prepares findings across workstreams and drafts the report in your firm's format. Your team reviews, challenges and signs off.
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Keep your methodology. Hand over the reading.
Transaction services and consulting teams sell judgement and a consistent standard. Plausity takes over the document review and first drafts, and can be configured with your own assessment criteria, risk taxonomies and reporting templates.
Run workstreams side by side
Commercial, financial, tax, tech and other workstreams run in one workspace, with findings scored for materiality and cross-referenced across workstreams.
Configure it to your method
Define custom assessment criteria, risk taxonomies and reporting templates that match your firm's methodology.
Review before it leaves the firm
Assign findings, track resolution and comment in context. Role-based permissions control who sees what, including client-side and third-party advisors.
Deliver in your format
Export workstream reports, red flag summaries and executive briefings to Word, PowerPoint or PDF with your firm's branding applied.
- The conclusions and the advice to your client.
- Which findings go into the deliverable.
- Sign-off on every report.
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Frequently asked questions
Yes. You can define custom assessment criteria, risk taxonomies and reporting templates that match your firm's methodology.
Yes. Exports to Word, PowerPoint or PDF can carry your firm's branding, cover pages and formatting standards.
Yes. You can invite people into specific workstreams with role-based access controls.
Yes. Every finding links to its source document, page and paragraph.
See Plausity in a transaction services workflow.
Book a demo and see findings, review and a report draft in your format.
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