Plan the work.
Break due diligence into workstreams and tasks, each with an owner and an internal deadline kept separate from contractual dates. See what each task depends on and which questions are still open.
Under developmentCustomer access is not yet openWhat is built
For investment and acquisition teams
Keep the deal
together.
Who owns the next step? Which document version supports the decision? What is still open before signing? Keeptly is an acquisition workspace in development, built to keep those answers with the deal — from due diligence to the handover after closing.
See the planned workflowSee how the work connectsPlanDecision recordHandover
The work behind an acquisition
The plan. The sources. The decision.
The deal team, the legal and financial advisers and the people who will run the business each work on part of the same deal. Keeptly is designed to connect their work without giving everyone access to everything.
Build the decision record.
Tie each review question to the document version and the assessment that answer it, so a recommendation to the investment committee shows what it rests on.
Hand over at closing.
Carry decisions, commitments and open tasks to a named owner in the business, with the source still attached. The deal lead stays responsible until the recipient accepts.
Room for judgement
Some questions
need a person.
Data rooms fill up and Q&A logs grow. A recommendation to the investment committee still needs someone to challenge it, explain it and put their name to it.
We are building Keeptly so the source, the open question and the person responsible sit next to the decision — and a finding is not mistaken for a conclusion.
See the planned decision recordAccess follows the role
One deal. Different responsibilities.
Legal counsel reviewing the purchase agreement, a tax adviser checking the structure and the partner approving the deal need different access. Keeptly is designed so each person sees their part of the deal — not the whole deal, and not another customer’s work.
Our approach to securityIn development
What needs to happen before the next decision?
Before the investment committee, before signing, before the handover: Keeptly is being built to show what is open, who owns it and what it rests on.