Case Study: US Leading Software Firm achieves efficient digital due diligence and automated deal decision-making with MergerWare

US leading software firm go digital and carries out efficient Due-Diligence with MergerWare

US Leading Software Firm, a serial acquirer, relied on complex Excel templates and manual processes to evaluate buy, integrate and restructure decisions and needed automated notification of seller document submissions during due diligence. They engaged MergerWare to digitize and streamline their M&A due‑diligence workflow.

MergerWare delivered a customized enhancement to its platform that lets users initiate deals at Buy/Integrate/Restructure gates, import M&A playbooks from Tier 1–4 templates, and require key deal inputs to automate previously multi‑page Excel calculations; it also provides daily VDR updates and automated trigger emails for new files. The MergerWare solution reduced sprawling spreadsheet work to a few automated actions, minimized human error, sped up decision making and gave project teams real‑time visibility into target document uploads.