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Loopio – M&A Due Diligence Software

M&A diligence used to be a process in which lawyers would sift through piles of papers to determine the operation and performance of a seller. Modern tools allow lawyers and other dealmakers to conduct their analysis with speed and efficiency that was previously unattainable.

Tech Due Diligence

In the current climate of cybersecurity risks and GDPR regulations, performing tech due diligence is crucial to ensure the health of a business. To conduct a proper tech due diligence, it is essential to evaluate the security of software companies and ensure that they are in compliance. It also includes analyzing the strengths of the intellectual property portfolio of the company and finding any possible violations.

In the course of an acquisition it is essential to know a company’s financial structure and ensure that all parties are on the same page on expectations. A thorough due diligence process can uncover issues such as overstated net operating losses, not reported tax liabilities, non-filing exposures payroll taxes, sales and use taxes, and property taxes.

During the due-diligence procedure it is crucial to have a plan in place for gathering and sharing all relevant information. A set of playbooks that can be utilized throughout the process by teams assists in keeping everyone on the right track and ensures that everyone is on the same page. Loopio’s collaborative workspace and team workspace features are ideal to accomplish this goal, allowing teams to stay focused on their task and not get distracted by other tasks.