Four modules.
One platform.
Every phase of the deal.

Now deal teams have one platform. No handoffs. Ready from day one.

Features

The building blocks

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Modules

Features stacked for each phase

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Workflows

Connected for each phase of the deal

This approach is not theoretical.

The features we built, how they stack into modules, and the workflows that connect them – all of it comes from delivering this work across enterprise environments. Alongside consultants, eDiscovery teams, lawyers, and regulators including CFIUS and the US Department of the Treasury.

These are patterns refined inside live transactions. Learning from mistakes. Learning from how teams actually progress through these programs. Learning what regulators expect and accept.

What’s inside each module.

Features are the building blocks. Stack the right ones into a module. Connect them with workflows refined from years of regulated deal work.

Use the feature selector at the top of this page to see where each one fits.

Pre-signingVDR filesAdvisors
Create search queriesReview highlighted resultsTag filesAnswer questionsIdentify sensitive dataExport for eDiscovery

Discover

Find what matters

Search millions of data sources in minutes. Topics, keywords, custodians, and patterns are defined once and applied everywhere. Teams review results in one place.

Discovery covers scattered data across laptops, shared drives, and cloud systems, without requiring manual review of each.

Instead of relying on self-reported keyword searches, Thermal searches directly across connected environments.

Teams reduce massive datasets to what actually moves forward in diligence or separation.

Workflow

Deal teams search and review VDR files in context, tagging what matters so the file set becomes smaller, more focused, and ready for deeper review.

Pre-signingVDR filesAdvisors
Create search queriesReview highlighted resultsTag filesAnswer questionsSurface discrepanciesComplete diligence reports

Analyze

Turn data into decisions that hold up

Curated data is analyzed to answer diligence questions, surface discrepancies, and draft reports. Every answer cites its source. Analysts verify, not rewrite.

Agents summarize documents, compare versions, flag inconsistencies, and prepare structured outputs.

Every conclusion ties directly to reviewed source material.

Work that once required full teams over weeks can be ready for review in a fraction of the time.

Workflow

Deal teams ask targeted questions of curated files, surface discrepancies, and produce diligence outputs with every conclusion tied to the exact source material reviewed.

Pre-closeEnterprise filesAdvisors
Create search queriesReview highlighted resultsTag filesIdentify sensitive dataExport for eDiscovery

Classify

Know what you have before it moves

Thermal identifies personal, health, financial, and regulated information across laptops, shared drives, and cloud environments. Teams know what sensitive data exists before deciding where it goes.

Classification focuses on files surfaced during Discovery, not blind scanning.

This gives buyers visibility into data risk before networks are merged or separated.

PII, PHI, PCI, and regulated data identified and mapped.

Workflow

Deal teams scan the seller’s enterprise data to identify and categorize sensitive information, producing a clear, file-level view of exposure before systems are combined.

Pre-closeEnterprise filesAdvisorsStakeholders
Create search queriesRespond to search queriesReview highlighted resultsTag filesAnswer questionsIdentify sensitive dataExport for eDiscoveryPreserve dataTargeted separationPermanent deletionGuidance dashboardSupport ticketingStakeholder reportingAudit trail

Remediate

Carry decisions through to action

Agents recommend preservation, separation, or deletion based on approved findings. Humans review and confirm every recommendation. Every action is logged and defensible.

Once approved, actions apply across the enterprise, including every copy of a file and every instance of matching content.

Files can be preserved for compliance, moved to the correct side of a transaction, or permanently deleted.

Every step creates a clean boundary between buyer and seller.

Workflow

Deal teams define criteria and guidance, employees review and confirm actions, and preservation, targeted separation, or deletion is carried out consistently across the organization, with clear visibility and defensibility.

Close the deal.
Get your weekends back.

See how it works.

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