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TakeTurns for

Due Diligence

TakeTurns helps streamline due diligence. Replace that clunky combination of email, attachments, and file sharing with a single TakeTurns flow. It’s one place for you to share documents and requests to keep track of everything.

It all starts with a TakeTurns Flow™

Invite your target organization to a secure workspace

Participants join your Flow without having to sign up, they just verify their email. Since only invitees have access, you maintain a high degree of confidentiality and privacy. It’s both easy and secure.

Create collaboration in TakeTurns

All your due diligence documents in one place

Use the Flow to share due diligence checklists and request documents. Because it’s asynchronous, each team can work at its own pace and is notified when there are updates.

Create collaboration in TakeTurns

Gather responses with ease

Stay up to date. TakeTurns notifies you when the target organization responds to your requests. Use the built-in chat to ask questions, resolve issues, and keep everyone on the same page.

Create collaboration in TakeTurns

Track progress

Get a big picture of the entire process. See a complete timeline of all documents, requests, queries and communications. The audit trail helps demonstrate thorough due diligence and adherence to compliance standards.

Create collaboration in TakeTurns

Raise the bar on privacy and confidentiality

When due diligence is performed via email, all that sensitive information remains in inboxes and file shares after the process is complete.  Not with TakeTurns. All the content is automatically archived and removed after you wrap up.

Create collaboration in TakeTurns

Get started today