Request lists & documents
Assign requests, collect files, track completeness, and keep every item tied to the deal.
Solutions / By workDue Diligence & Transactions
Move every transaction from diligence to close
Connect request lists, documents, findings, approvals, counterparties, and transition work in one deal record.
Built around due diligence & transactions
01Request lists & documents
02Findings & risk tracking
03Decisions & approvals
04Closing & transition
A workflow shaped like the business
Connect records, automation, approvals, and reporting without forcing the work into a generic template.
Findings & risk tracking
Capture issues, quantify exposure, assign owners, and preserve the supporting evidence.
Decisions & approvals
Route exceptions and recommendations through clear review gates with a durable decision history.
Closing & transition
Coordinate counterparties, conditions, signatures, funds, and post-close handoffs from one timeline.
Make the work visible
Turn exceptions, handoffs, and decisions into clear operating rules the whole company can see.
One source of truth for every transaction
Clear ownership across internal and external teams
Faster issue escalation and resolution
Current approval and closing status
Audit-ready decision history
Clean handoff into post-close operations
Start focused. Extend without rebuilding.
01
Model the records
Define the records and roles behind due diligence & transactions.
02
Ship the workflow
Launch a focused app and refine the handoffs.
03
Automate the exceptions
Add reporting, approvals, and integrations.
What else runs on Path
Run due diligence & transactions on Path
Start building now, or work with Path to shape the system around your operation.