Glossary

Diligence Tracker

In one sentence

The working list of every diligence item, its owner, and its status, that keeps a deal's investigation coordinated.

The longer version

A diligence tracker is the operational heart of the investigation phase: what has been requested, received, reviewed, and resolved, across property, financial, title, and legal workstreams. Without it, status lives in memory and email.

The tracker is a checklist by another name, and it works best as a live shared system rather than a spreadsheet that drifts out of date.

In Prodeal

The diligence tracker is the live checklist itself: every item with a status and an owner, one copy everyone reads.

Common questions

What is a diligence tracker?
The working list of every diligence item, its owner, due date and status, that keeps a deal's investigation coordinated across parties.
What makes a diligence tracker useful?
One owner per item, real due dates, current status visible to everyone, and documents attached to the items they satisfy.
How is a diligence tracker different from a data room?
A data room stores documents. A tracker manages the process of getting them and what they show.
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