MatterFor deal counsel, fund managers, and the teams behind them.
Due diligence questionnaires, answered from the data room.
LP DDQs, buyer diligence, vendor DDQs. Upload the documents you already have, import the questionnaire in the format it arrived, and review drafts cited to the exact source passage.
No credit card. No answer library to build first.
The problem
The answers exist. Finding them under a deal clock is the job.
A DDQ lands mid-deal: hundreds of questions about governance, compliance, security, and operations. The answers are scattered across policies, agreements, side letters, and the last diligence round's responses. Someone senior burns a week reconciling them, because a wrong answer in diligence is not a typo, it is exposure.
Mattercite reads the documents themselves and drafts each answer with a citation to the file and page. Review becomes verification: click the citation, confirm the passage, approve. What used to take a week of drafting becomes a day of checking.
Where it fits
Built for diligence workflows.
| Scenario | What arrives | What you send back |
|---|---|---|
| LP due diligence | An allocator's DDQ, often Word or Excel, hundreds of questions | Reviewed answers with an internal citation trail, exported to PDF or Excel on your letterhead |
| M&A and financing diligence | A buyer's or investor's question list against your data room | Drafts grounded in the actual documents, approved by counsel before anything leaves |
| Vendor and procurement DDQs | A customer's onboarding questionnaire | Same-day turnaround from the policies you already maintain |
Why counsel likes it
Defensibility is the feature.
- Every answer is traceable. File name, page, and supporting quote attached to each response. The review question is "does the source say this," not "where did this come from."
- No invention. If the documents do not support an answer, Mattercite returns N/A rather than guessing. Gaps surface early instead of in a counterparty's markup.
- Approval workflow. Nothing exports until a person approves it. Re-running a question against updated documents clears the approval so stale sign-offs cannot linger.
- Your format out. Export PDF, Excel, or CSV with your logo and letterhead.
Questions
The short version.
What counts as a DDQ?
A due diligence questionnaire: the structured question list a counterparty sends before a deal, an investment, or a vendor relationship. LP DDQs to fund managers, buyer DDQs in M&A, and vendor DDQs in procurement all follow the same pattern, and Mattercite handles all of them.
Can Mattercite work from a data room?
Yes. Upload the documents you would put in the data room: policies, agreements, financials in PDF or Word, and prior questionnaires. Mattercite drafts each DDQ answer from those files with a citation to the exact passage.
How do we keep control over what goes out?
Every answer is a draft until someone on your team approves it. Edit inline, re-run against updated documents, and export only when it reads the way counsel wants it to read.
Is our deal information kept separate from other customers?
Yes. Each workspace is isolated down to the database row, uploads sit in private encrypted storage, and documents are never used to train models or shared across workspaces. See the security overview.