01Set up the company
Add the company, pick a questionnaire, and name who on your side owns it.
Veryfy sends your questions to the company you are assessing, collects the answers and the files in one place, and shows your team what is still missing.
How it works
Most diligence dies in email. Veryfy keeps the questions, the answers and the files together, so you always know where things stand.
Questions, answers, files, links and status for a single company. Not a folder and a thread and a spreadsheet.
An upload or a link sits on the question it answers, so nobody has to work out which file proves what.
Open items are listed for both sides. Nothing goes quiet because someone forgot to reply.
What your team gets
Four things happen between sending the questions and making a call. Veryfy handles all four.
The short version
Each person gets their own link. You choose who can answer, upload or just read.
Progress saves as they type. They can close the tab and pick it up on their phone later.
Uploads and Drive links attach to the question they belong to, not to a shared folder.
One page with every answer, what is still open, and where your notes go.
The flow
Simple for the person answering. Complete for the team reading it.
Add the company, pick a questionnaire, and name who on your side owns it.
Send each contact their own link. Nobody shares a login or forwards a password.
Answers save as they go. Anything they cannot answer yet gets flagged instead of blocking the rest.
Read the answers, download a copy, and chase only what is actually still open.
Use cases
Start from a questionnaire that already fits the work, then change the questions to suit the deal.
Ownership, governance and how decisions actually get made.
Capital, delivery timelines, sales linkage and the assumptions behind them.
What was committed, what happened, and where the gap came from.
Contributions, guarantees, debt schedules and what the money is for.
Borrower operations, covenants and exceptions.
Dependencies, controls, incidents and who owns the fix.
Integrations
Keep the history in Veryfy while your team stays in Drive, email and whatever it tracks work in. Each connection uses your own accounts.
See all integrationsFAQ
Only the person you invited. Each link is tied to one email address, and a URL on its own does not get anyone in.
Yes. Everything saves as they type, and the same link picks up where they left off, on any device.
They flag it as in progress, not available or not applicable, add a note, and carry on. They can still submit, and you can see exactly what is outstanding.
Yes. Each company gets its own questionnaire, contacts, due date and file requirements.
Yes. Every submission can be downloaded as a PDF with the answers and the files that came with them.