Diligents review
A broad workflow for broker-led deals, with AI spreading, buyer checks and a virtual data room.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
Diligents pros and cons
- 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.
Diligents fact sheet, pricing and score →
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