Diligents
Diligents: A broad workflow for broker-led deals, with AI spreading, buyer checks and a virtual data room. Ranked #23 of 33 in M&A Software by our editors (7.4/10); pricing: Free plan · 14-day trial; best for small brokers managing pipeline and seller workflows.
At a glance
- Editor score7.4 / 10
- PricingFree plan · 14-day trial
- Best forSmall brokers managing pipeline and seller workflows
- Free planYes
- Paid from$990/yr
- Deal pipelineYes
- Facts checked14 Nov 2026
Where it wins
- Combines deal CRM, LOI tracking and commission calculations.
- Spreads financials from tax returns, P&Ls, balance sheets and leases.
- Pairs buyer checks with staged, permissioned document sharing.
Where it doesn't
- Its private-beta status may limit availability for new firms.
- The ongoing availability of a no-cost plan is unclear.
- Post-merger integration is outside its stated feature set.
Our verdict on Diligents
Diligents brings deal pipeline and CRM workflows, AI-assisted financial spreading, buyer qualification and a virtual data room into one cloud product for business brokers and M&A advisors, especially those handling Main Street and lower-middle-market transactions. It also includes a seller portal for uploads and add-back input, plus broker approval of AI-generated responses and disclosures. That combination suits small firms seeking coverage from deal tracking through diligence, rather than a tool focused only on document storage.
The workflow breadth is its clearest strength. Financial spreading covers tax returns, P&Ls, balance sheets and leases; buyer checks can include NDAs, identity and background checks, and proof-of-funds verification. In the data room, document-level permissions, activity tracking and Q&A sit alongside staged information release, timed access, watermarks and timestamped audit trails. These features make Diligents relevant to brokers who need to coordinate seller participation and manage buyer access within the same process. Plaid and HubSpot are listed integrations, and the platform is available on web with API listed as a platform.
According to the vendor's pricing details, Starter costs $99 monthly or $990 annually and includes Spencer AI for financial spreading, basic buyer qualification, a standard data room and email support. Professional is $249 monthly or $2,490 annually, adding full Spencer and Aldrich access, advanced vetting and proof-of-funds checks, data-room analytics, and priority email and chat support. Team costs $499 monthly or $4,990 annually and adds all three AI agents, collaboration, reporting and support with an SLA. Enterprise lists custom training, API access, integrations and compliance support. The vendor also describes a free private beta and a 14-day trial, while free access is limited to early access. Diligents is a fit for small and mid-sized broker teams wanting an integrated transaction workflow; firms needing post-merger integration should look elsewhere.
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Diligents pricing
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Diligents fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $990/yr |
| Deal pipeline | Yes |
| Diligence workspace | Yes |
| Virtual data room | Yes |
| Post-merger integration | No |
| Deployment | Cloud |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Live chat |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 2 integrations: Plaid, HubSpot |
| Pricing | Free plan · 14-day trial (source) |
| Website | diligents.ai |
| Facts checked | 14 Nov 2026 |
Diligents integrations
Diligents lists 2 integrations on its own site.
- Plaid
- HubSpot
Alternatives to Diligents
- MidaxoAn end-to-end M&A workspace linking opportunity screening, diligence, closing and integration.8.9
- iDeals Virtual Data RoomA feature-rich transaction room for diligence, with pricing handled through sales.8.9
- SS&C Intralinks DealCentreA deal room for teams coordinating preparation, buyer outreach, diligence and Q&A.8.8
See all Diligents alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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