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You are assessing a shortlisted business and need a diligence
plan.

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Find the permitted opportunity at Due Diligence.

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Define a specific question, such as whether revenue is supported
by current accounts, before collecting files.

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Open Filters in Deal Room.

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Status describes the overall state; Stage identifies a transaction
step such as NDA and Access, Pre LOI Review, Offer, Escrow and
Funding, Due Diligence or Close.

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Combine these with Search to find work.

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A filter changes the displayed list; it does not advance, sign off
or approve the deal.

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Everyone is labelled Everyone in this room can see; it is room-
visible, not public on the website.

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Use a specific evidence question that those permitted participants
can answer.

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Ask opens a draft and the posting control submits it, so review
the audience and wording first.

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Keep private team commentary out of shared questions.

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In the actual deal, connect the question to source evidence and
the adviser responsible for review.

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Ask only the permitted audience and verify the response before
completing work.

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Exit readiness is preparation, not completed buyer diligence or
valuation.