COMMAND CENTER · COLLABORATIVE WORKSPACE
Know what remains. Know who owns it.
Bring the work, documents and decisions of one transaction into a shared record, with clear internal and external boundaries.
Project North
Buyer team · Signing
Project North · Complete the disclosure schedule
Assign the work, choose whether to share it, then see the resulting update. Changes stay in this example and disappear when you leave.
Deadline: Before signing
Internal analysis: Compare the response with the diligence findings before accepting the schedule.
What you can do today
01Set the deal context
Record your side, transaction structure, process, risk allocation and signing/closing arrangements.
In practice: Use relevant setup suggestions while keeping control of what belongs in the deal.
02Bring in existing work
Import an Excel tracker, map its columns, resolve owners and review duplicates.
In practice: Start with the list your team already uses instead of retyping it.
03Assign the next action
Organize workstreams and give each item a person or team, a deadline and a next step.
In practice: Make the follow-up clear without reading an email chain.
04Connect documents and versions
Register documents, upload versions and link work to the version reviewed.
In practice: Know which draft a review relates to and retain earlier versions.
05Record the discussion
Keep comments, decisions, rationale and change attribution with the relevant work.
In practice: Understand what was agreed and who recorded it.
06See what is holding things up
Connect prerequisites and see progress toward signing and closing.
In practice: Distinguish an open item from work waiting on another item.
07Control external collaboration
Share selected work with same-side advisers or counterparties while retaining internal analysis.
In practice: One deal, with different permitted views; guests do not see the full internal record.
08Prepare an update
Select work for an agenda or status report, preview the audience-specific content and export Word or Excel.
In practice: Bring the current record to a call or circulate a reviewed snapshot.
A workspace your team controls.
Guests receive only their permitted shared view. Deal invitations do not automatically grant Guide access. Reports use recorded information; built-in AI review and deal supervision are planned, not available today.
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