M&A due diligence, without the spreadsheet chaos
One guided process for every diligence request.
Switchboard replaces scattered spreadsheets and email chains with a centralized, guided question flow — so target companies always know what's needed, and you always know where things stand.
Guided, conditional flows
Questionnaires that branch on each answer — targets only ever see the questions that apply to them.
One source of truth
Every question, answer, document, and follow-up lives in one place, with live status for the whole team.
Audit-ready by default
Role-scoped access, an immutable activity timeline, and a record of who saw what, when.
A better way to run diligence
Diligence questions, answers, and documents — one guided flow instead of spreadsheets and email.
Build
Question flows that think ahead
Design TurboTax-style questionnaires in a visual builder. Follow-ups open only when an answer calls for them, document requests attach to the exact question that needs them, and per-entity questions repeat automatically across subsidiaries.
- Branching yes/no, choice, text, and file questions
- Reusable templates across deals
- Built-in review chain: peer → workstream lead → project lead
Answer
A guided path for the target company
Instead of a 40-tab spreadsheet, the target team answers one clear question at a time. Progress is visible, required uploads are attached in place, and clarifications happen right next to the question — not in a separate email thread.
- One question at a time, with progress tracking
- Uploads land on the question they answer
- Only the questions their answers make relevant
Organize
A data room that organizes itself
Every uploaded document is filed under its subject matter and question automatically — numbered, searchable, and reviewable. Gap analysis shows exactly which required documents are still outstanding.
- Automatic numbering and structure
- Full-text search inside document contents
- Review statuses, flags, and missing-document gaps
Resolve
Clarifications where the question lives
Threads attach to a specific question or document, so context never gets lost. Both sides see whose turn it is, @mentions notify the right person, and resolved threads stay on the record.
- Per-question and per-document threads
- @mentions with in-app and email notifications
- A clear 'your turn / their turn' inbox for both sides
How a deal runs on Switchboard
A clear hand-off at every stage — from first draft to final answer.
- 1
Build
Subject-matter experts draft conditional question flows in the visual builder, organized by workstream.
- 2
Review
Questions move through peer, workstream-lead, and project-lead review before anything reaches the target.
- 3
Release
The project lead releases approved questionnaires to the right people at the target company.
- 4
Track
Answers and documents flow back for review, with dashboards showing exactly where every workstream stands.
Built for how deal teams actually work
Everything around the questionnaire is covered, too.
Role-based access
Project leads, workstream leads, experts, and target users each see exactly what their role allows — enforced in the database, not just the UI.
Activity timeline
An immutable audit trail of every submission, approval, release, download, and permission change on the deal.
Deal-wide search
Search questions, answers, threads, and inside document text from one place — scoped to what you're allowed to see.
Watermarked viewing
Per-document access levels with in-browser viewing and per-viewer PDF watermarking for sensitive material.
Notifications that matter
In-app and email alerts for releases, replies, and mentions — with per-category email preferences.
Exports & status reports
One-click deal exports and print-ready status reports, honoring every document's access level.
Security is the product
Diligence materials are some of the most sensitive documents a company ever shares. Switchboard is built so the wrong person can't see the wrong thing — and so you can prove it afterwards.
Read the security overview- Access rules enforced at the database layer with row-level security
- Target companies only ever see what's been released to them
- Documents served through an enforcing viewer — never raw file links
- Every download and view recorded in the audit trail
Run your next deal on Switchboard.
Set up your first deal in minutes — build the questionnaire, invite the team, and retire the spreadsheet.
Get started