SOURCES AND IMPORTS

Start with authorized evidence.

Begin with an authorized VDR export, upload or supported import. We confirm the intake route, permissions, file types and any external data rights before setup.

THE FIRST CONTROL

Agree the source scope first.

A clear scope tells the analyst what may be used, the reviewer what the answer considered and the security owner how the source moved into the workflow.

Authorized source pack

Agree which documents may be processed, which participants may use them and the IC output they will support.

Supported intake route

Confirm the export, upload or supported import path against the actual source pack and target environment.

Selected external context

Configure research sources only where required. Availability depends on the deployment, provider and customer data rights.

WHAT TO BRING TO THE FIRST CONVERSATION

The systems and rights around the pack.

Source location

The VDR or repository used today and the practical export route.

Typical file mix

The documents, spreadsheets, presentations and other formats in a representative pack.

Permission owner

The person who can confirm the team’s right to process the selected material.

External data

Any licensed research or market sources required for the agreed analysis.

Target output

The memo format and downstream process the evidence must support.

CONFIRM BEFORE SCOPE

Confirm rights before connecting.

Tell us which VDR, file repository and research sources you use. We will confirm the supported path, required permissions and any provider dependencies before agreeing the pilot.

See Underlying in your deal workflow.

See how source review, Findings, and a cited IC draft fit your team’s workflow. We’ll discuss your memo format, review process, and setup requirements.

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