🔍Concerns and due diligence report

General

As a buyer in a transaction on ENVE, you gain access to specialized functionality that is kept fully separate from the seller’s view. This includes:

• Mark files and responses provided by the seller as reviewed.

• Note concerns directly to the files and responses.

• The ability to automatically generate a complete due diligence report based on buyer-specific notes.

Combined with the integrated Q&A module, this allows the buyer side to manage the entire review process directly within the dataroom.

Noting Concerns and Reviewing Objects

For every uploaded file and every request answered with N/A or a text response, the buyer can note concerns that are directly tied to that object. Using the right-hand panel in the file viewer, concerns can be added at any point during the review. These concerns are then collected on the DD Report page for easy follow-up.

A concern consists of three components:

1. Grade: Low – Medium – High.

2. Description: A short explanation of the identified concern.

3. Recommendation (optional): Suggestions for mitigating or resolving the issue.

Once reviewed, an object can be marked as reviewed. This status is reflected in both folder-level statistics and on the DD Report page, helping the buyer team track overall progress.

DD-Report Page

The DD Report page is the central hub for buyer-side due diligence activities. It is divided into three tabs:

Overview

The Overview tab provides:

• Statistics showing the buyer’s progress in reviewing seller materials.

• A consolidated list of all noted concerns and comments.

Concerns are grouped by the original request from the data room, clarifying that concerns tied to a file are, by extension, concerns related to the original request it was meant to fulfill. Concerns noted to requests answered with N/A, text answers, or files without a request reference are also clearly indicated.

Clicking an object in the list displays all related files with recorded activity. From here, you can:

• Edit remarks.

• Mark files and requests as reviewed.

• Delete concerns if necessary.

Each concern includes direct navigation back to the associated file or request for quick reference.

Due Diligence Report

A unique feature in ENVE is the automatic generation of a full due diligence report. This can be used both as an interim status report and as the final deliverable for the end client.

In this tab, you can:

• Edit report headers, introduction, and add a custom disclaimer.

• Refine and unify the language of remarks to create a cohesive report.

• Preview the report in real time while making edits.

At the top-right corner, you will find download options:

• PDF version of the report.

• Spreadsheets with all remarks.

• Logs showing which users marked which objects as reviewed.

Settings

The Settings tab gives the buyer side control over who can access DD functionality. Here, you can:

• Revoke access for specific users.

• Define whether newly invited users to the buy-side should have access by default.

Exceptions

If the seller owns the data room and has enabled a certain transaction mode, the buyer side will not be able to:

• Mark objects as reviewed.

• Adjust default buy-side settings for new users.