Your assessment workflow, simplified

From setup to decision-ready report in five steps. Whether you're buying, selling, or auditing.

Assessment Lifecycle

From chaos to clarity

A structured workflow that turns scattered documents into a decision-ready report.

1

Create

Start from a template or build from scratch

2

Invite

Add team members with precise permissions

3

Answer

Structured questionnaires with evidence upload

4

Review

Track progress and flag risks in real time

5

Report

AI-assisted generation with full audit trail

1

Set up your assessment in minutes

Choose from proven frameworks like NIST CSF or ISO 27001, or build a custom template that matches your exact criteria. Define groupings, set weightings, and specify evidence requirements, then snapshot the template so active assessments are never disrupted by future changes.

2

Bring teams together securely

Invite buyer-side and seller-side organizations with a single email. Team members are guided through signup automatically, and roles ensure everyone sees exactly what they need and nothing they don't.

3

Answer with confidence and evidence

Contributors work through the questionnaire with clear guidance on what constitutes a strong answer. Upload evidence directly to each question, mark items ready for review, and delegate different areas to different team members for parallel progress.

4

Review and flag risks systematically

Analysts review every answer and evidence file with full context. Internal comments stay private to your side, while public comments drive clarity. Accept or decline each question and assign risk scores. Nothing falls through the cracks.

5

Generate decision-ready reports

Every assessment produces a live report with overall risk scores, per-grouping breakdowns, an AI-generated executive summary, and a full appendix of all questions, answers, and evidence links. Reports update in real time as the assessment progresses.

Built for teams that run multiple assessments

Layered permissions and clear boundaries let the same people participate across many active assessments without confusion or overlap.

Permission Layers

From full administration to read-only observation, every team member gets precisely the access they need.

Side-Based Privacy

Internal comments and private workspaces keep sensitive observations separate from shared assessment data.

Parallel Assessments

Run multiple active assessments simultaneously with the same team structure. Permissions carry across engagements automatically.

Ready to eliminate due diligence surprises?

Start your first assessment in minutes. No credit card required.