Due Diligence
Financial, clinical, regulatory, and operational diligence pulled from the live record — not a 300-tab data room.
Capabilities
- Document repository — Versioned, indexed diligence docs with permissioning and audit trail.
- Financial diligence — T-12, rent roll, AR aging, and revenue mix pulled from the live ledger.
- Clinical & quality — Acuity mix, falls, incidents, survey history, and QAPI evidence.
- Regulatory & licensure — State licenses, survey deficiencies, plan of correction, and renewal calendar.
- Checklists & status — Diligence checklists with owner, status, and evidence per item.
- Findings & memo — Findings rolled into the IC memo and closing conditions.
How it works
- Stand up the room — Diligence rooms scoped by deal, with permissioning by counterparty.
- Pull the record — Financials, clinical, and regulatory pulled from the live operating record.
- Track findings — Items, owners, and evidence tracked to closing.
- Memo & close — Findings, conditions, and closing checklist generated for IC.
Integration facts
- Module — Diligence
- Tier — Tier 2 · Pilot Validation
- Scope — Financial · Clinical · Reg
- Output — IC-ready memo evidence
https://seniorcre.com/features/due-diligence