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How-to

Our how-to blog category collects resources, guides, and tips on data rooms and M&A activities. We convey due diligence practices, data room usage, checklists, practical tips, and other topics.

Due diligence checklists

How guides help readers with the following:

  • Due diligence understanding. We offer tips and insights on due diligence methodology, preparations, and processes.
  • Due diligence improvement. We provide actionable tips to analyze due diligence documents faster, easier, and cheaper.
  • Due diligence checklists. We offer checklists on functional streams, integrations, auditing, etc.

Data room guides

You can also read how-to guides on data room features and workflows:

  • VDR features. We explain how VDR features work and how to use them for maximum security and efficiency.
  • VDR settings. We offer tips for configuring VDR settings, uploading content, and inviting users.
  • VDRs in business transactions. We offer free VDR checklists and explain how to use VDRs in business transactions.

M&A tips and checklists

Our how-to articles focus on the following:

  • M&A efficiency. We explain M&A technology and best industry-leading practices to increase integration success and shareholder returns.
  • M&A risks. We offer best practices on risk management, cultural integration, and compliance.
  • M&A practices. We research best practices that improve M&A results and explore M&A case studies.
cybersecurity due diligence

04 November 2024

M&A cybersecurity due diligence: A Complete Guide

Cyberattacks are becoming more sophisticated, necessitating M&A buyers to conduct more rigorous cybersecurity due diligence. Today, we explore the M&A...

what is a virtual data room, what is a VDR

02 October 2024

What Is a Virtual Data Room? Quick A-Z Guide

According to Ernst & Young’s survey conducted among American board directors, cybersecurity and data privacy were among the top five...

investor data room, data room for investors

20 September 2024

Data Room for Investors: Benefits, Best Practices, and Checklist

Over 40,000 companies now benefit from data management solutions such as virtual data rooms, according to KPMG’s M&A cloud data...

M&A pipeline management

01 July 2024

M&A Pipeline Essentials: Stages, Practices, and Management Solutions

Although each merger and acquisition is unique, a fundamental sequence of events is common to all deals—  the M&A pipeline....

post-merger integration

29 May 2024

Post-merger integration framework: Best practices + software solutions

M&A activity is projected to increase 20% YoY in 2024, slowly returning to pre-pandemic levels. It’s crucial to maintain momentum...

IT due diligence, information technology diue diligence

10 May 2024

IT due diligence checklist: Process and tips explained

As much as 74% of CEOs believe digital technology drives business growth, and over 80% of successful M&A deals emphasize...

due diligence checklist

08 April 2024

A Complete Due Diligence Checklist: Template to Use in 2024

Whether you are a manager preparing for a merger or a finance professional seeking to enhance your knowledge, it is...

Data room for life sciences

15 March 2024

Virtual Data Room for Life Sciences: Data Protection in Action

Life science companies face big challenges when trying to sell their products. They have to figure out how much their...

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