M&A transaction that drives execution and proves governance

Q: What is M&A transaction software?

It's a platform that helps manage and track deal execution, including due diligence, approvals, and documentation, with structure and transparency.

Q: How does Process Street support M&A execution?

We provide automated workflows, role-based tasks, and audit logs for every step of the transaction.

Q: Can we customize workflows by deal type?

Yes. You can build and adapt templates based on deal structure, region, or business line.

Q: Does this support outside collaboration?

Absolutely. Share workflows with outside counsel, advisors, or target companies using secure permissions.

Q: Can we link this to post-close integration?

Yes. You can transition findings and risks into integration workflows seamlessly.

Q: How quickly can we start?

Most teams go live in under a week with templates, no-code tools, and onboarding support.

Standardize deal workflows, enforce due diligence, and document every step with Cora, your AI deal execution engine.

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M&A transaction that drives execution and proves governance

Trusted by more than 3000 companies

What's your biggest M&A transaction challenge?

Structure every diligence task across legal, finance, and operations with automated workflows and clear ownership.

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M&A execution is complex, high-stakes, and fast-moving.
Without structure and accountability, critical steps are missed, delays stack up, and post-close risks multiply.

Process Street's M&A transaction platform gives deal teams a unified playbook to run due diligence, manage task execution, and maintain full governance visibility, with Cora ensuring nothing gets skipped.

Standardize pre-close workflows

Use proven checklists for due diligence, legal review, financial validation, and risk assessment.

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Assign ownership and deadlines

Give every task a clear owner and track progress with real-time dashboards.

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Automate compliance and approval routing

Enforce legal, tax, and executive approvals with role-based workflows and time-stamped records.

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Automate compliance and approval routing

Maintain a complete audit trail

Capture every task, file, comment, and approval in one audit-ready system.

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Meet Cora,
your AI compliance partner

Cora is your deal execution co-pilot. Built into Process Street, Cora keeps every transaction workflow on track and compliant.

Launches workflows from deal milestones Trigger task flows based on LOI, SPA, or close date
Tracks delays and missed tasks Surfaces bottlenecks and overdue steps across workstreams
Enforces approval and risk protocols Ensures signoffs follow internal controls and policy
Prepares deal logs and audit reports Export task history, ownership, and documentation for governance review

Cora brings speed, structure, and audit confidence
to every transaction.

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Customize workflows for deal type

Tailor processes for asset deals, stock purchases, divestitures, or joint ventures.

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Integrate with legal and finance systems

Connect workflows with your data rooms, contract systems, and financial tools.

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Collaborate across internal and external stakeholders

Grant secure access to outside counsel, consultants, or acquired teams with role-based permissions.

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Collaborate across internal and external stakeholders

Link pre-close and post-close plans

Connect diligence findings to integration workflows to ensure follow-through and accountability. Track metrics and risk factors.

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Legal, finance, and corporate development teams use Process Street's M&A transaction platform to run efficient, compliant, and repeatable deals:

Due diligence coordination

Automate task management and track findings across functional areas.

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Legal and regulatory review

Enforce approval workflows for contracts, disclosures, and compliance items.

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Finance and accounting checks

Validate financials, tax structure, and working capital terms using structured checklists.

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Executive and board approval

Capture signoffs and generate logs for executive oversight and governance.

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Third-party access and collaboration

Enable legal counsel, advisors, and sellers to complete workflows securely and efficiently.

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Deal handoff to integration

Push findings and risks directly into post-close integration playbooks.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is M&A transaction software?

How does Process Street support M&A execution?

Can we customize workflows by deal type?

Does this support outside collaboration?

Can we link this to post-close integration?

How quickly can we start?

Trusted by 3000+ companies

From private equity to enterprise strategy teams, Process Street
powers M&A transaction execution with structure, speed, and accountability.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results