Demo Role-specific demo: explore freely, no changes are saved.

Use Tab to move through every demo control.

Dashboard

Active Deals

In progress

Open Questions

Needs attention

Responses Closed

Across all deals

Recent activity

Deals

Create a new deal

$1,500

per live deal

One flat rate. No seat math.

Unlimited portals

Unlimited questions

Advisor + client collaboration

Smart import & auto-categorization

Full audit trail

Priority support

Deal Name

Secure checkout via Stripe · One-time charge

Have a code?

Deal workspace

Counterparty view: internal notes and drafts are hidden.

	Question	Status

Select a question

Click any question or use ↑↓ arrow keys to navigate

Editing: update the fields below, then click Save Changes or Cancel.

Question Text

Import a Diligence Tracker

Spreadsheet columns are mapped locally. PDF and Word imports require a separate AI consent and review before importing.

Tip: Works with any existing DDQ or tracker format. Include a Q# column, a category column, and a question text column for best results. Priority, status, and existing responses are all optional but will be imported if present.

Assign all imported questions to

⇧

Drop your file here or click to browse

Supports .xlsx, .xls, .csv, .pdf, .docx

Reading file…

AI document import requires your consent

For this file, Question Pilot sends the entire PDF, or the extracted Word text, through Question Pilot to Anthropic to identify questions. The content may include sensitive information. Do not continue unless you are authorized to send it.

I understand and consent to this AI processing for this file.

Confirm Column Mapping

Columns were detected automatically — adjust anything that looks wrong, then click Apply & Preview.

Sheet

Question Column *

Category Column

Question # Column

VDR Reference Column

Priority Column

Status Column

Header Row

Existing Responses (optional)

Map these columns to import work already done in your existing tracker.

Counterparty Response Column

Seller / Client Response Column

Preview

Destination: Select a counterparty

Select all	Category	Q #	Question	VDR Ref.	Priority	Status	Counterparty Response	Seller Response

Add a Single Question

Enter a question directly — it will appear in the tracker immediately.

Counterparty *

Category *

Question Number *

Use next:

Question Text *

VDR Reference

Priority *

Counterparties

Counterparties can view and respond to their own questions only. They cannot see other parties, internal notes, client information, or anything unpublished.

Add a Counterparty

Clients

Clients can view all questions and submit responses for your team to review. They cannot see counterparty names, internal notes, or publish anything directly.

Add a Client

Deal Team

Everyone listed here has full advisor access to this deal's tracker, questions, and responses.

Invite a Team Member

Audit Log

Complete timestamped record of all activity on this deal.

Reset password

Set new password

Confirming your payment

Import a Diligence Tracker

Add a Single Question

Add a Counterparty

Add a Client

Invite a Team Member

You're all set

Confirm your details

Welcome to the demo

You're in

Welcome back

Reset password

Set new password

Deals

Create a new deal

Deal workspace

Import a Diligence Tracker

Add a Single Question

Add a Counterparty

Add a Client

Invite a Team Member