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From M&A to IPO: Get your governance transaction ready

Every major transaction — whether an investment round, acquisition or IPO — brings intense scrutiny from investors, regulators and the market. To secure the best outcomes, your governance must be structured, secure and compliant. Diligent provides the only AI-powered governance platform that helps companies prepare for deals, transactions and public listings with confidence, so you can focus on growth.

AI-powered governance built for every stage of growth

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Accelerate transaction readiness

Lay the right governance foundation early to avoid delays and roadblocks in M&A, capital raises or public listing processes with an AI-powered platform that streamlines board and leadership collaboration.

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Ensure due diligence, systemize compliance

Guarantee seamless due diligence and secure board oversight with automated disclosures, minutes management, audit-ready workflows and airtight document control that stand up to investor and regulatory scrutiny.

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Secure the deal — and your sensitive information

Safeguard sensitive materials and communications — be it board materials, questionnaires, investor reports or financials — through encrypted messaging and secure virtual data rooms with controlled access and permissions.

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Future-proof your governance

Whether preparing for an investment, an acquisition or an IPO, Diligent’s platform grows with you — clarifying risk, making compliance more efficient, and elevating governance to support sustainable, long-term success.

Your trusted governance partner for any transaction

Diligent provides the only integrated, AI-powered technology platform that simplifies governance, automates reporting and secures operations to drive successful deals and enduring growth.

Structured, transparent oversight

From early-stage investment to IPO, strong governance is essential. Diligent enables boards and leadership teams to operate with structure and transparency, providing digital board evaluations, AI-powered dashboards and meeting workflows, and centralized policies that meet investor and regulatory expectations. And with our NetSuite integration, you can embed live financials directly into your board reports.

Structured, transparent oversight

Due diligence, simplified

Preparing for any transaction means ensuring airtight compliance and due diligence. With Diligent, key board materials and disclosures are always organized, secure and transaction-ready, so when requests come in, the answers are at your fingertips. With tools like automated D&O questionnaires and virtual data rooms, Diligent simplifies reporting, reduces risk and accelerates deal timelines.

Due diligence, simplified

Secure & scalable governance for growth

Sensitive board materials and investor communications demand top-tier security. Diligent’s encrypted messaging, integrated risk and compliance tools and seamless document sharing provide the control and visibility needed to scale governance as your company grows.

Secure & scalable governance for growth

Align stakeholders, escalate decision-making

M&A, investment rounds and IPOs require coordination across multiple teams. Diligent centralizes governance, ensuring that all your key stakeholders — directors, executives, legal teams, outside counsel, auditors and investors — have secure, real-time access to critical information for faster, more informed decision-making.

Align stakeholders, escalate decision-making

The world’s #1 board management software

Trust Diligent with your governance

1 million

Global users

700,000+

Directors rely on Diligent

75%

Used by ¾ of the Fortune 500

Guarantee transaction readiness with purpose-built governance tools

Virtual data rooms

Manage investor and regulatory due diligence with a highly secure, structured data room, ensuring controlled access and versioning for financial records, legal documents and board materials. Easily provide access to third parties for diligence review, outside counsel and auditors.

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Purpose-built AI

Leverage secure, proprietary AI to focus directors and committee members on the information that matters most. Summarize and listen to board materials, distill insights, instantly generate minutes and automatically analyze disclosures and other key materials.

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Meeting management

Facilitate board and leadership meetings with structured, secure workflows that support approvals and decision-making, ensuring alignment across stakeholders for M&A, investment rounds and IPO preparation.

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Financial Reporting with NetSuite

Eliminate spreadsheet wrangling with live NetSuite integrations that auto-format financials into investor-ready reports. Add commentary, pull in metrics, and get your board aligned faster.

Agenda builder

Build and distribute board agendas effortlessly with drag-and-drop templates, ensuring transaction-critical discussions are structured, materials are easily accessible, and decisions are well-documented.

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Minutes and action management

Capture, review, and finalize board minutes and action items with built-in collaboration, eliminating version control issues and ensuring transaction-related decisions are properly documented and audit-ready for investors, regulators and legal teams.

Secure messaging

Protect sensitive discussions with an encrypted messaging platform built for directors and executives, ensuring transaction-critical communications stay private and compliant.

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Workflows & integrations

Streamline governance collaboration with seamless integrations into Microsoft 365, Google Workspace and DocuSign, ensuring secure, efficient document sharing and regulatory compliance tracking

Document library

Create a centralized, secure repository for SEC filings, financial statements, and board materials — all easily accessible for underwriters and legal teams.

Build a transaction-ready board

Premium questionnaires

Automate director and officer disclosures with best-practice templates for D&O questionnaires, conflicts of interest, Section 16 filing and governance evaluations, ensuring full transparency for investors and regulators.

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Market intelligence

Benchmark governance, risk, and financial best practices against industry peers, ensuring leadership is prepared for shareholder expectations, investor relations and regulatory demands.

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Board reporting

Equip leadership with real-time governance, risk and compliance dashboards that provide a holistic view of board oversight, helping organizations prepare for market scrutiny during transactions.

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Ongoing education

Prepare directors and executives for the transition to public company governance and oversight of critical governance risks, such as AI and cybersecurity, with tailored courses and certifications from the Diligent Institute.

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Governance templates

Leverage vetted governance templates, including board committee charters, whistleblower policies and pre-clearance certifications, ensuring compliance and best practices as your company scales.

Testimonial from 66e26237-9567-47a1-b1b2-f44f7d6100a1

“Diligent has helped simplify EDENS’ interactions with its private equity investors by centralizing all its board materials in one place. As a result, each stakeholder can access the information they need, including historical documents, which streamlines directors’ work and contributes to greater transparency."

Go beyond governance: One platform for all your GRC

Transaction readiness is more than getting your governance and financials in order. It requires a unified, real-time view of your audit, risk and compliance posture. The Diligent One Platform is the only platform in the world that brings everything together — seamlessly, securely and all in one place.

Go beyond governance: One platform for all your GRC

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Entity & Subsidiary Management

Eliminate due diligence roadblocks by centralizing entity data, ownership records and compliance tracking. AI-powered insights and automated workflows ensure your corporate structure is organized, audit-ready and investor-trusted.

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Enterprise Risk Management

Show investors and acquirers a clear risk profile with centralized risk assessments and real-time benchmarking powered by Moody’s.

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Audit Management

Strengthen financial integrity and deal confidence with AI-driven audits, automated control testing and deep analytics.

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Policy Management

Ensure compliance across every stage of a transaction with automated policy creation, distribution and tracking. Streamline workflows, reduce regulatory risk and confirm employee comprehension — so your policies support, not delay, deal execution.

No matter where you are in your business growth journey, governance is the foundation for faster transactions, fewer risks and greater long-term success. Diligent is the platform that ensures you're always ready — whether for an investment, M&A or IPO.

Request a demo today.