software due diligence without the attachment chaos
give buyers, investors or strategic partners one controlled place to review the documents behind your software business — product, security, financial, technical and commercial.
Technical diligence creates document sprawl fast
A software diligence process rarely stays inside a pitch deck.
architecture overview
infrastructure diagram
security documentation
product roadmap
customer concentration
ARR or revenue reporting
churn analysis
contracts
IP documentation
cap table
financial model
support metrics
technical policies
team structure
Build a room around the way software is actually reviewed
A useful software due diligence room can be structured around the questions a buyer or investor is trying to answer.
Corporate Overview
Financial Model
Revenue Reporting
Cap Table
Key Contracts
Product Overview
Roadmap
Product Metrics
Customer Use Cases
Architecture Overview
Infrastructure Diagram
Development Process
Technical Documentation
Security Overview
Policies
Assessment Summaries
Incident Process Documentation
Customer Concentration
Pricing Model
Pipeline Summary
Retention Reporting
Share broad information first. Restrict deeper technical material later.
Different documents often need different levels of access.
verified viewer access
password protection
expiration rules
allow lists
download controls
NDA gates
watermarks
link revocation
audit logs
See which documents are actually being reviewed
Diligence can feel slow because the seller often does not know what the other side is working through.
SendNow gives you engagement signals across shared material.
See when a file opens, which pages are read, how much time is spent and whether someone returns.
That can help your team prepare for the next conversation.
If the buyer keeps returning to the architecture overview, expect technical questions.
If the investor spends more time on retention than the roadmap, prepare the commercial story.
The analytics do not replace diligence. They help your team understand where attention is going.
Series A Pitch Deck
LIVEUseful for more than M&A
Move from the pitch deck into deeper financial, security and product diligence without changing platforms.
Centralize business, technical and commercial information for a buyer or advisor.
Share technical and security documentation with a strategic partner using tighter controls than an email attachment.
Create a controlled package for approved security documents, policies and assessment material.
Fundraising
Move from the pitch deck into deeper financial, security and product diligence without changing platforms.
Acquisition processes
Centralize business, technical and commercial information for a buyer or advisor.
Enterprise partnerships
Share technical and security documentation with a strategic partner using tighter controls than an email attachment.
Security reviews
Create a controlled package for approved security documents, policies and assessment material.
Why software teams use a branded room
A well-structured diligence room signals that the company knows where its information lives.
group several documents behind one link
apply custom branding
use a custom domain on applicable plans
NDA-gate access
apply document-level controls
review activity across the room
Frequently asked questions
have questions about sharing or security settings? find details about parameters, NDAs, and view rules here.
Common categories include financials, corporate material, customer metrics, product documentation, architecture information, security material, contracts and IP documentation. The exact set depends on the transaction.
SendNow can be used to share approved business and security documents with access controls. Your team remains responsible for determining what can be disclosed and what compliance requirements apply.
Download controls can be configured for supported plans and files.
Yes, SendNow supports NDA-gated sharing on applicable plans and Microsite workflows.
SendNow provides page-level engagement analytics for tracked documents.
SendNow supports expiry and link-revocation controls.
Make technical diligence easier to navigate
Your buyer should not need five email threads to understand your company.