SOLUTIONS | FAMILY OFFICES

Structured diligence for direct investments.

Plausity reads the data room across commercial, financial, legal, tax, tech and other workstreams, and gives your investment team findings it can check against the source, a list of open questions and a first draft for the investment committee.

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Documents from several workstreams flowing into one summary
One workspace for the whole diligence, from data room to memo.
External advisors work inside the same workstreams, with role-based access.
The investment decision stays with your team.
WHY IT FITS

Diligence across workstreams, with the evidence in view.

A direct investment touches many workstreams at once. Plausity analyses them in one place, links each finding to its source and shows where the data room does not yet support a conclusion.

Office corridor with glass meeting rooms
42%
of family office portfolios were allocated to alternative asset classes in 2025, on average (307 family offices surveyed).

Source: UBS, Global Family Office Report 2026

Every workstream in one place

Run commercial, financial, legal, tax, tech, cybersecurity, ESG and other diligence workstreams side by side, with findings scored for materiality and cross-referenced across workstreams.

AI Analysis EngineFindings & Risk Intelligence
Selecting due diligence workstreams when setting up a project in Plausity

Bring your advisors into the same workspace

Invite external counsel, accountants or specialist advisors into specific workstreams. Role-based permissions control who sees what.

Collaboration & Workflow
Recent Activity
Team Updates
SK
Sarah K. uploaded 12 documents to Financial DD
2 minutes ago
JM
James M. completed Legal DD review
18 minutes ago
AT
Anna T. flagged 3 items for review in Tax DD
1 hour ago

See what the data room does not say

Evidence Gap Detection flags where supporting evidence is missing or insufficient, so your questions to the seller are specific and early.

Evidence Gap Detection
Plausity checklist mapping data room documents to the information each workstream needs

Start the memo from the findings

Plausity turns findings, risks, mitigants and evidence into a structured first draft of the investment committee memo, with a citation behind every claim.

IC Memo
Report Draft
Section 4.2
Quality of Earnings Analysis
The target's reported EBITDA of €8.1M includes several non-recurring items totalling €1.4M. After normalisation adjustments, the sustainable EBITDA is estimated at €6.7M, implying an adjusted margin of 15.8%.3
Management has confirmed that restructuring costs of €0.8M are one-time in nature and relate to the consolidation of the Munich office.7
WHAT STAYS WITH YOUR TEAM
  • The investment thesis and the final recommendation.
  • Which advisors see which workstreams.
  • Approval of everything that goes to the committee.

Frequently asked questions

No. Plausity takes over the reading, cross-checking and first drafts across workstreams, and your team reviews and decides.

Yes. You can invite external counsel, accountants or specialist advisors into specific workstreams with role-based access controls.

No. It structures diligence into a first-draft IC memo with citations. The recommendation and the decision stay with your team.

The Security page describes how Plausity handles security, privacy and compliance. Single sign-on via SAML 2.0 or OIDC and exportable audit logs are available.

See Plausity on a direct investment.

Book a demo and see how a data room becomes source-linked findings and an IC-ready first draft.

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PLAUSITY

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