# Path

Due Diligence & Transactions

# Move every transaction from diligence to close

Coordinate requests, findings, decisions, and closing work.

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

![Due Diligence & Transactions operations workflow](/brand-imagery/v2-investment-committee.webp)

Built around due diligence & transactions

## Built around your workflow.

01

### Request lists & documents

Assign requests, collect files, track completeness, and keep every item tied to the deal.

02

### Findings & risk tracking

Capture issues, quantify exposure, assign owners, and preserve the supporting evidence.

03

### Decisions & approvals

Route exceptions and recommendations through clear review gates with a durable decision history.

04

### Closing & transition

Coordinate counterparties, conditions, signatures, funds, and post-close handoffs from one timeline.

## Make the work visible

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

## What you can improve

01

Requests, documents, findings, decisions, and owners connected in one transaction record

02

Clear visibility into missing evidence, exceptions, and approval status

03

Diligence context carried into integration and operating plans after close

## Works with your stack

[01

### Virtual data rooms and files

Connect source documents to requests, findings, and decisions.

](https://path.dev/platform/connectors)[02

### CRM and deal pipeline

Carry counterparties, stages, and relationship context into execution.

](https://path.dev/platform/connectors)[03

### Accounting and ERP

Keep financial systems authoritative while operational work stays current.

](https://path.dev/platform/connectors)[04

### Communication

Bring alerts, approvals, and follow-up into the channels teams already use.

](https://path.dev/platform/connectors)

## A few common questions

Can different parties see different information?

Yes. Model access by organization, role, workstream, record, and stage.

What happens to the data after close?

Keep the transaction record as governed history and carry selected actions, risks, and commitments into the post-close operating plan.

## What else runs on Path

[01Site Selection & Location StrategyCompare markets, sites, diligence, and approvals in one system.](https://path.dev/solutions/workflows/site-selection-location-strategy)[02Property ManagementRun daily property operations.](https://path.dev/solutions/workflows/property-management)[03Investment ManagementConnect capital, investors, accounting, and debt.](https://path.dev/solutions/workflows/investment-management)[04Portfolio & Asset PerformanceSee performance across every asset class.](https://path.dev/solutions/workflows/portfolio-asset-performance)

## Run due diligence & transactions on Path

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

Source: https://path.dev/solutions/workflows/due-diligence-transactions
