Due Diligence

This functionality is specifically for SRI

This tab contains the details regarding the financial and legal due diligence of the pipeline. It has five panels which have been described below along with their fields.

DD Summary

This panel allows you to add members of the Legal and Financial Tax & Integrity team.

To add a member, follow the below steps:

Click on Add button in the top right corner.

Select the due diligence type from the dropdown, i.e., Legal or Financial Tax & Integrity. Specify the team member name. Specify the date when the team member shall be assigned to the deal.

Click Save

Click Edit () icon to edit the details. Click Send Email () icon to send email informing the team member about their introduction to the due diligence on the pipeline. A new window will be displayed.

Click Send Mail.