Use cases

Deal targets and vendors, reviewed end to end

Each use case follows one illustrative engagement from an empty data room to a delivered report or a hand-off to the R&W placement, with the real screens and what the agents cited. Every company, carrier, person and figure is invented.

Industrial · parent program

An industrial target on its parent’s program

Four lines end at closing, a TCE plume, a $2.4M product suit, the sellers’ D&O run-off and an unnamed Mexican subsidiary.

Software · contracts & clauses

A software target with uncapped contracts

Data-breach liability above a $3M cyber limit, a cyber policy that ends at closing, and tails costing more than a year of premium.

Logistics · loss runs & report

A logistics target with large auto losses

A $4.5M demand above the auto limit, a captive and collateral to unwind, and a report delivered from 24 reviewed findings.

Healthcare · captive

A senior care operator with a captive

Medical professional in a captive, self-insured workers’ compensation, a wrongful death suit, and no D&O.

Consumer · recall

A food manufacturer after an uninsured recall

$1.1M of recall cost with no recall cover, and a 2025 acquisition that no policy names.

Carve-out · scoping

Carving a business out of a global program

Every policy names the parent; what to ask for first, and a workspace that says what it does not yet know.

Vendor due diligence

A vendor whose certificate disagrees with its contract

SOC 2 exceptions, the liability cap and a certificate showing $3M of cyber where the MSA requires $5M.

Connected · InsightDealDesk

From diligence finding to R&W exclusion

Reviewed findings travel, signed, to the R&W placement in InsightDealDesk and land once as likely exclusions.

By role

Who uses it, for what

Deal broker

Owns the engagement

Opens it, loads the data room, reviews every finding against its page, answers what the agents prepared, builds and delivers the report, shares with the R&W placement.

Practice leader

Sets the standards

Owns the engagement controls and the benchmarks, signs off when a control fires, and sets how far the agents may go.

Analyst & compliance

Contribute and check

Analysts work findings and documents; compliance reads the decision record and the traces across the practice.