A data room shows what the seller chose to put in it. The target’s corporate hierarchy, its leadership changes and the news about it are often better sources for the questions a buyer should ask. InsightDueDiligence reads them from InsightPulse, the company intelligence product in the suite, and cites every fact with where it came from and as of when.
What Target 360 shows
| Panel | What it holds | Which agent uses it |
|---|---|---|
| Company | Sector, revenue, employees, parent, a Pulse risk score. | Subsidiary agent; report agent |
| Subsidiaries and the program | Each entity in the hierarchy, marked named insured or not on the program. | Subsidiary agent |
| Industry | The industry, company counts, trend metrics and notes. | Subsidiary and coverage gap agents |
| Leadership | Who leads the target and since when, for the D&O review. | Subsidiary agent |
| News | Dated items with a category: legal, regulatory, business. | Contingent liability agent |
How the lookup works
The engagement carries a lookup key — the target’s domain — set when it is opened. The call to Pulse is a signed lookup with its own key and secret held as secret references. Without a Pulse configured, an illustrative stand-in answers for the demo book, and every fact it returns is labelled “Pulse (illustrative)”.
The check that pays for itself
entities A, B, C, D"] --> J{"Named on
any policy?"} N["Named insureds read
from each policy"] --> J J -- "A, B, C" --> OK["Named insured"] J -- "D" --> GAP["Subsidiary not on
the program (finding)"] W["Blanket 'and its
subsidiaries' wording"] -.-> GAP GAP --> ASK["Confirm with the carrier,
or add before closing"] style GAP fill:#fff4e2,stroke:#f4a03a style OK fill:#e7f8f1,stroke:#10b981
On the illustrative book this check found an unnamed fabrication entity in Mexico, a drayage company under a Department of Labor inquiry and a snack maker acquired last year. Where the policies use blanket “and its subsidiaries” wording, the finding is graded low and asks the carriers to confirm rather than raising an alarm.
News is a question, not a fact about the program
A news item does not say whether the program responds. The contingent liability agent turns a legal or regulatory item into a medium finding that asks the seller whether the matter is on the litigation schedule, citing Pulse with the item’s date. If the data room already has the matter, the two findings sit next to each other and the broker keeps the one with the better source.
As-of dates everywhere
Company intelligence goes stale. Every Pulse citation carries its as-of date, so a reviewer can see that a hierarchy was read a month before the report and decide whether to refresh it.
Questions we get asked
Does InsightDueDiligence write anything to InsightPulse?
No. It reads company intelligence; it does not send findings back.
What if Pulse does not know the target?
The Target 360 zone says so and the subsidiary questions are answered from the data room alone.
