Diligence you can trust, then a program that survives the close.
Targets answer diligence questionnaires optimistically. TruOps checks the answers against the documents provided and carries the findings into the post-close program.
- 01youSendA diligence questionnaire to the target through a portal.
- 02agentCheckAnswers compared with the documents provided.
- 03agentReportFindings and contradictions summarized for the deal team.
- 04youCloseSet up the company's environment from its documents.
- 05youIntegrateDiligence findings carried into the post-close register.
For M&A, TruOps runs security and compliance due diligence questionnaires on targets through a guest portal, compares answers with the documents the target provides, surfaces contradictions and gaps as findings, and, after close, sets up the acquired company's environment from its own documents with the diligence findings already in its register.
- Targets answer diligence questionnaires under deal pressure
- Findings die between signing and day one
- Each acquisition becomes a new unmanaged GRC island
The problem
Diligence questionnaires are answered under deal pressure and rarely checked, and the findings are lost between signing and integration.
The actual challenge
Diligence questionnaires are answered optimistically. If they are not checked against the files in the VDR, the deal team is buying a story. After close, those findings have to land in a program, not die in the data room.
- Nobody compared answers with the SOC 2 in the VDR.
- Day-one GRC is a year-long implementation, or nothing.
- The parent cannot see the new entity without flattening it.
Bring one real document. Watch the program get set up from it.
What you are probably using today
Deal teams use a virtual data room, a security questionnaire, and hope. Integration uses a different tool, or none.
| What you use now | Where it breaks | With TruOps |
|---|---|---|
| A VDR full of unaudited security PDFs | Nobody checks the answers against the documents. | Questionnaire answers are compared with the files provided; contradictions become findings that survive close. |
| Spreadsheets, shared drives, and email | The program lives in folders named after last year's audit. Owners paste screenshots the week before fieldwork. Nothing is dated, so you cannot show what was true last quarter. | Upload those same files. TruOps pre-fills the assessment from them, cites every answer, and keeps technical checks running so evidence exists for the whole period. |
| A new GRC instance after every deal, or none | The acquired company is dark for a year. | Stand up an isolated environment from their documents, with diligence findings already in the register. |
How it works in TruOps
- SendA diligence questionnaire to the target through a portal.
- CheckAnswers compared with the documents provided.
- ReportFindings and contradictions summarized for the deal team.
- CloseSet up the company's environment from its documents.
- IntegrateDiligence findings carried into the post-close register.
What you end up with
- A checked, cited diligence picture.
- Findings that survive the close.
- A program for the acquired company, built from its own documents.
If this is your situation
Bring a (redacted) target questionnaire. TruOps will show a checked read, then how that becomes a day-one tenant.
How TruOps helps
- Guest portal
- Targets answer in their own space.
- Multi-entity
- Acquired companies get their own environment with a parent view.
Questions
Can TruOps be used before a deal closes?
Yes. Targets can be invited as outside guests to answer diligence questionnaires.
Do we have to rip out the tools we already use?
No. Connectors are read-only: they observe cloud, identity, endpoint, vulnerability, and code tools; they do not change them. Spreadsheets, prior reports, and policies upload into the Data Room. If you are on a SOC 2 automation tool or an enterprise GRC suite, you migrate the program (frameworks, evidence, vendors, risks), not the business.
Can we bring our existing assessments, control lists, and vendor files?
Yes. Upload workbooks, reports, policies, and vendor exports. TruOps turns them into structured questionnaires, controls, and register entries, each cited back to the file they came from, for you to review.
See it run on your own data.
Thirty minutes with a GRC expert, not an SDR. Bring one real document (a SOC 2 report, a risk register, a vendor list; redacted is fine) and watch TruOps set up a live program from it, with an assessment already pre-filled.