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.