Smart Due Diligence.Accelerated.
LIFT brings your DD checklist, data room, experts, queries, risks and reporting into one connected workflow—helping teams reduce coordination, surface findings earlier and move from information to decision faster.
Built for investors, corporates, founders and professional advisors.
Due diligence shouldn't take forever.
Due diligence is critical—but the process is often fragmented across documents, spreadsheets, emails, experts and disconnected workflows.
Information Fragmentation
Important documents live across multiple systems, Google Drive folders, WhatsApp chats, and disconnected email attachments.
Expert Coordination
Different specialists work across different workstreams—CAs, lawyers, CS professionals, and technical valuers reviewing in isolation.
Query Chaos
Questions, responses, and supporting documents become impossible to track across endless email strings and spreadsheets.
Delayed Findings
Important observations and deal-breaking red flags emerge only after weeks of manual review, right before investment committee signoff.
Manual Reporting
Teams spend dozens of valuable billable hours manually consolidating disjointed specialist outputs, copy-pasting tables, and reconciling differing terminology into final reports.
LIFT connects the process.
One structured environment for the entire diligence journey.
Less chasing. Less fragmentation. Less waiting. More clarity.
The operating layer for modern due diligence.
LIFT is a smart DD platform designed to coordinate the people, information and workflows involved in due diligence.
From defining the scope and collecting documents to engaging experts, managing queries, identifying risks and producing decision-ready reports, LIFT brings the process together in one place.
The 8-Stage Diligence Workflow
Continuous execution path from initial scope to investment decision
Start with the right questions
Create structured DD checklists based on transaction type, industry, business model, investor requirements, DD scope, and specific risk areas.
Build a structured data room
Organise documents by DD workstream and map files to specific requirements with clear state tracking:
Right expert on the right question
Bring together specialists across Finance, Tax, Corporate, Legal, IP, Commercial, Technology, Valuation, and Sector domain expertise into one coordinated hub.
Review against defined parameters
Support expert-led evaluation with structured workflows and technology-assisted document intelligence to extract clauses, verify schedules, and inspect consistency.
Turn questions into structured conversations
Create, assign, respond to, and resolve DD queries within one workspace. No crucial questions lost in private messaging threads.
Capture what matters
Systematically record risks, red flags, compliance gaps, observations, exceptions, and remediation recommendations tied to evidence.
See the picture as work progresses
Generate evolving Flash DD™ snapshots, workstream reports, and consolidated final reports without weeks of manual aggregation.
From diligence to decision intelligence
The ultimate objective is not a report. It is a better decision. Clear evidence traceability equips committees to deploy capital with confidence.
Start with the right questions.
Every diligence starts with scope. LIFT helps teams create structured, reusable and transaction-specific DD checklists so that the right information is requested from the beginning.
A data room built around the diligence.
A data room should do more than store files. LIFT connects documents directly with the DD requirements, experts, queries and findings they support.
Pre-organised strictly by DD workstream, eliminating folder sprawl.
Connect files directly to specific diligence checklist requirements.
Control file visibility strictly by professional role and workstream.
Complete visibility over document access, downloads, and annotations.
The right expertise for every question.
No single professional sees the entire business. LIFT enables a coordinated diligence environment where specialists can work together across multiple dimensions of a transaction.
Financial controls, P&L, balance sheet, and tax review.
Corporate governance, ROC, and secretarial compliance.
Material contracts, litigation risk, and regulatory mandates.
Patents, trademarks, copyright, and technology licensing.
Financial modeling, working capital, and unit economics.
Business valuation, securities, and asset benchmarking.
Architecture, codebase health, IT, and cybersecurity.
Industry-specific operating benchmarks and risk parameters.
Let the documents speak faster.
LIFT can use technology-assisted document intelligence to help teams process large volumes of information more efficiently.
AI augments discovery, flags variances, and summarizes large schedules—but professional judgment remains firmly in the hands of qualified advisory specialists.
Identified 1 change-of-control provision in Enterprise Supply Agreement §14.2 (LogiCore Solutions) requiring 30 days prior written notice before equity acquisition closing.
"Please clarify software development cost capitalization policy under Ind AS 38."
"Stamp duty receipt confirmation for preferential allotment dated 12/04/2024."
Every question. One place.
Due diligence is as much about asking the right questions as reviewing the right documents. LIFT brings questions, responses, documents and experts into one structured conversation.
Each query is bound to a specific DD parameter, supporting file, specialist owner, SLA, and complete audit history.
See what matters.
Findings become valuable when they are structured, prioritised and connected to evidence. LIFT categorizes observations with institutional severity parameters.
Directly impacts valuation, governance legality, or deal viability (e.g. undisclosed litigation, severe customer concentration).
Remediation condition precedent (CP) or condition subsequent (CS) required before closing.
Operational or statutory variance that can be resolved with standard compliance regularization.
Administrative notation or documentation best practice recommendation for post-deal housekeeping.
Don't wait for the final report to know what matters.
Flash DD™ provides an evolving view of important findings as the diligence progresses—giving investment committees and transaction teams real-time clarity rather than late-stage surprises.
TechFlow Robotics Pvt. Ltd.
DD Status: In ProgressMulti-Workstream Coordinated Diligence Dossier // Lead: GGAM Advisory
Live Flash Findings Stream
Evidence-linked observationsCustomer concentration identified as a key revenue risk (Top 2 clients represent 62% of ARR).
Shareholding documentation requires reconciliation against MCA Form PAS-3 allotment register.
IP assignment documentation requires formal developer covenant addendums for overseas contractors.
Proprietary core SDK relies on deprecated open-source library requiring migration path.
See the entire DD at a glance.
LIFT gives transaction leads, fund partners, and corporate M&A heads an unvarnished, live cockpit across all active workstreams, experts, open queries, and upcoming transaction milestones.
One platform. Every angle of the business.
LIFT standardises requests, parameters, and evidence across all 10 core diligence disciplines—preventing blind spots between technical, financial, and legal reviews.
Financial Due Diligence
Revenue quality, profitability, normalised EBITDA, cash burn, working capital cycle, and internal controls.
Tax Due Diligence
Direct & indirect tax compliance, GST reconciliations, TDS filings, pending assessment orders, and exposures.
Corporate Due Diligence
ROC compliance, share capital history, director eligibility, secretarial registers, and statutory corporate records.
Legal Due Diligence
Material customer & supplier contracts, active disputes, arbitration, court records, and non-compete covenants.
IP Due Diligence
Patents, registered trademarks, copyrights, founder assignment deeds, and third-party technology licensing terms.
Commercial DD
Addressable market size, customer retention, churn, pricing power, competitive moats, and unit economics.
Technology DD
Architecture resilience, code quality, open-source license risks, infrastructure scaling, and cybersecurity posture.
HR Due Diligence
Key personnel contracts, employment benefits, provident fund/gratuity compliances, and ESOP pool vesting status.
Valuation
DCF analysis, comparable transaction multiples, intangible asset valuation, and transaction pricing rationale.
Domain / Sector DD
Industry-specific operating dynamics (Fintech, Healthtech, Cleantech, Agritech, Deeptech, Manufacturing) & sector regulations.
From thousands of documents to one decision-ready report.
LIFT brings together findings from every workstream into a structured final report ready for Investment Committees, Board approvals, and transaction closings.
Every critical observation links back along an unbroken digital chain:
Built for everyone around the transaction.
Whether you are deploying capital, evaluating an acquisition, preparing for investment, or orchestrating specialist advisory reviews, LIFT provides a dedicated experience.
Know what you're investing in.
Bring diligence requests, documents, experts, findings and reporting into one connected investment workflow. Surface red flags before the IC meeting.
Coordinate complex M&A diligence.
Coordinate internal deal teams, legal counsels, and external accounting specialists across domestic or cross-border acquisitions without confusion.
Be ready before diligence begins.
Organise your documents, respond to requests, eliminate endless email chains, and keep investor due diligence moving swiftly toward closure.
Work smarter across assignments.
Give your professional team a structured environment for reviewing documents, managing queries, recording findings, and collaborating across workstreams.
Make every portfolio company diligence-ready.
Standardise diligence readiness across your startup cohort and create a structured, repeatable path from early seed documentation to Series A investor readiness.
Replace DD chaos with a connected workflow.
More than a data room. More than a checklist. More than a report. LIFT connects the entire diligence workflow.
| Diligence Dimension | Traditional Due Diligence | LIFT Operating Platform |
|---|---|---|
| Scoping & Requests | Static Excel checklists emailed around | Smart DD structured workflows |
| Document Repository | Scattered folders & arbitrary Google Drive links | Structured data room mapped to requirements |
| Q&A Management | Fragmented email chains & WhatsApp chats | Central Query Hub with lifecycle states |
| Specialist Review | Separate experts working in disconnected silos | Connected expert workspace & cross-collaboration |
| Document Analysis | Manual, slow reading of hundreds of pages | Technology-assisted analysis (AI + Expert) |
| Risk Discovery | Findings buried until final consolidation | Live risk & findings registry by severity |
| Progress Visibility | Wait weeks for final report delivery | Flash DD™ evolving real-time radar |
| Deliverable Synthesis | Days of manual report copy-pasting | Traceable, decision-ready reports |
| Source of Truth | Multiple conflicting versions of spreadsheets | One connected, auditable workspace |
Technology meets professional expertise.
LIFT provides the technology and workflow layer. GGAM brings professional expertise and transaction understanding. Together, they create a more structured approach to due diligence.
Access to and coordination with relevant professional expertise—including Chartered Accountants, Company Secretaries, legal counsels, and valuers—is facilitated seamlessly, subject to engagement terms and availability.
Ready to lift your DD process?
Start your next diligence assignment with a smarter, more connected workflow. Less chasing, less fragmentation, and more clarity.