The intelligent workspace for due diligence.

HudLink turns your data room into a self-updating diligence checklist — mapping documents, surfacing risk, analyzing the business, and grounding every answer in the source.

Built for M&A advisors, investment bankers, and private equity deal teams.

Dataroom /Project Ashfield
Project AshfieldActive
Private equity DD checklist · 42 tasks · 3 risks
ExportAdd request
Checklist complete
68%
34 of 50 items
Docs mapped
142
from Master Vault
Risks flagged
12
3 critical · 9 medium
Item
Status
Docs
Owner
Corporate Documents · 15 items
Audited financial statements
3 documents matched automatically
Complete
3
MJ
+1 more
Customer contracts
Top customer = 34% of FY23 revenue
Risk flagged
14
AM
+12 more
Headcount schedule
Requested 4 Mar · not received
Blocked
0
SC
No files uploaded yet.
The problem

Your deal isn't complicated.
Your information is.

The analysis is the job you trained for. Almost none of your team's week is spent doing it.

Thousands of documents

Arriving in no particular order, with three versions of the same file.

Checklists hundreds of lines long

Tracked in a spreadsheet that someone updates by hand, late.

Manual matching

An analyst opening files one by one to decide which requirement each satisfies.

Endless chasing

Requests for missing information, sent by email, answered whenever.

Every party needs something different

The buyer, the lender, counsel, the target — all from the same pile.

Risks buried in the detail

The termination clause on page 40 that changes the price.

And no reliable answer to the only question that matters: how complete are we, really?

HudLink replaces that with one workspace. Every document mapped to the requirement it satisfies, every gap visible, every risk tied to its evidence, and every stakeholder seeing exactly what they should — so your team spends its time evaluating the business instead of assembling it.

Deal readiness

Know how ready the deal really is.

Instead of asking whether diligence is finished, see exactly what's complete, missing, or blocked — and where your team needs to focus.

One workspace, always current — not a status someone has to remember to update.

Project Ashfield · 42 days in diligenceOn track
71%
Deal ready
151
Documents mapped
11
Open risks
6
Requests outstanding
Overall completion
31 complete8 in review6 blocked5 not started
Where your team needs to focus
Headcount schedule · Blocks the employment cost bridge
Blocked
Bishopsgate lease renewal · Expires within 90 days of close
Critical risk
FY23 tax computations · Requested 9 Mar, target 5 days
Requested
Across your book

Every deal. One view.

See every active transaction, where it stands, what is outstanding, and where your team needs to focus — without opening every deal room.

For advisors running several transactions at once — the deal that needs you today is the one at the top.

Active transactions4 live · 2 at IC this month
Readiness71%
Open items6
Risks3 critical

Needs your attention today. Three critical items are open and unresolved.

Readiness92%
Open items2
Risks1 noted

Nearly ready. One item noted for review — nothing blocking close.

Readiness54%
Open items11
Risks1 critical

Mid-diligence. One critical item needs to clear before IC.

Readiness38%
Open items19
Risks4 material

Just kicked off. Four material findings flagged so far.

How it works

From data room to deal insight.

One continuous process. Every stage feeds the next, so nothing is re-keyed, re-uploaded, or re-explained on the way through.

Step 1

Connect

Bring documents in by upload, straight from Google Drive, or invite the other side to add theirs. HudLink organizes them into one structured vault and automatically maps them to your diligence checklist.

Step 2

Analyze & identify risks

Turn financial and operating data into a clearer picture of the business, with important findings surfaced and connected directly to the source evidence.

Step 3

Collaborate & report

Give every stakeholder exactly the information they need, then turn findings into reports, CIMs, and deal-ready outputs.

Inside HudLink

One workspace. Every step of diligence.

From mapping documents to generating the final CIM — explore how each part of HudLink fits together, all built on the same shared source of truth.

Stop manually matching documents to your checklist

Map Documents

This is where the week goes. HudLink reads every file in the vault and matches it to the requirement it satisfies, resolving duplicates and superseded versions as it goes.

Completion stops being something an analyst assembles on a Thursday night and becomes something you can see at any moment.

See the business behind the numbers

Analyze Financials

The documents are the evidence. The business is what you're buying. HudLink turns the financial information in the vault into the picture your team needs to judge it.

Find what's buried before the other side does

Identify Risks

Customer concentration, expiring leases, figures that don't reconcile between two documents nobody read side by side. HudLink surfaces the finding, grades it against your own thresholds, and links it straight to the page it came from.

Your reviewer confirms it in seconds instead of hunting for it in hours.

Your deal analyst, on demand

Ask Questions

Ask questions, investigate findings, analyze checklist coverage, and generate reports — with every answer tied back to its source, down to the clause. You choose the boundary: this deal's documents, or public research.

Everyone sees what they need, nothing they don't

Manage the Vault

Keep the company's information in one place, then spin up a scoped workspace per buyer, lender, or counterparty — each with its own structure and its own access, all drawing from the same vault.

Update a document once in the vault and every workspace built from it is current.

Share exactly what each party needs, and nothing else

Share Securely

Set in plain terms, per workspace. The target's CFO can add documents without ever seeing your analysis.

One example. Roles are configured per workspace, per deal.

Know exactly what changed between diligence rounds

Track Every Change

Freeze the workspace at any milestone and compare. Readiness climbing, documents arriving, risks closing out — the progress of the deal as a record rather than an impression.

When a question comes back eighteen months after close, the answer is a file, not a memory.

Bring your template, HudLink fills in the rest

Generate CIM

Upload the deck or document your firm already uses — PowerPoint, Word, or PDF — and HudLink populates it with the deal's data, pulled from the same checklist and documents you've already mapped.

No template on hand? Start from ours instead.

Control

Deal information, handled the way deal information should be.

Who can see our documents?

Only the people you grant access to, workspace by workspace. Someone invited to one workspace cannot see the vault behind it or any other workspace built from it.

Is our data used to train AI models?

No. Your documents are never used to train or improve any model, they are not pooled with other clients' data, and they are not sold.

Can we see who did what?

Yes. Every upload, edit, status change, and share is recorded, and snapshots preserve the exact state of a workspace at any point in time.

Where does it run?

Our cloud by default. Dedicated compute, deployment into your own cloud account, and on-premises options are available for firms whose policies require them.

See your next deal in HudLink.

Connect a data room, upload your checklist, and see your diligence readiness in one workspace.