Upload any format — columns are detected automatically. 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.
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Drop your file here or click to browse
Supports .xlsx, .xls, .csv, .pdf, .docx
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Confirm Column Mapping
Columns were detected automatically — adjust anything that looks wrong, then click Apply & Preview.
Existing Responses (optional)
Map these columns to import work already done in your existing tracker.
Preview
Review before importing.
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.
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 They cannot see other parties, internal notes, client information, or anything unpublished.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.
Create New Deal
Set up a new transaction tracker.
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QuestionPilot
You're all set
Isolated portals per counterparty. Your team manages everything from one place.
1
Add parties & import questions
Parties tab to create counterparties. Add/Import to drag in your tracker.
2
Invite counterparties
Each party gets a unique portal link. They see only their own questions.
3
Respond and close
Nothing goes live until you set status to Closed. Internal notes stay private.
QuestionPilot
Counterparty Portal
Confirm your details
Your advisor set up your portal. Please confirm your name and email before entering — you can update these at any time in Account settings.
Deal
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QuestionPilot
Welcome to the demo
We've pre-loaded a sample M&A deal — Project Atlas Demo — so you can see exactly how QuestionPilot works. Explore each role below. Nothing is saved.
Advisor
Runs the deal — tracks questions, posts responses, manages parties
Counterparty
Answers questions in their own private portal — sees only what's published
Client
Your client — full visibility, can review drafts before anything goes live
QuestionPilot
Welcome to your portal
QuestionPilot
You're in
Full advisor access — tracker, threads, counterparty portals, and team notes.
1
Open your deal
Find it under Deals in the sidebar.
2
Review and respond
Click any question to open the detail panel and post responses.
3
Nothing goes live until Closed
Counterparties only see responses after status is set to Closed.