Use case — Transactions

Diligence on a target, a co-investor, or the management team.

Pre-signing integrity checks on the target, the people signing for it, and whoever is investing alongside you.

Why it matters

What the file usually misses.

Financial and legal diligence tells you what the target has agreed to. Integrity diligence tells you who you are agreeing with — and that is the part most commonly skipped on mid-market deals, where a full investigative engagement costs more than the deal team is willing to spend on a maybe.

The exposures that survive a clean data room are reputational and structural: an owner who does not appear on the cap table, a prior enterprise dissolved under a lien, an undisclosed settlement with a regulator, litigation running in a jurisdiction nobody thought to search in the local language.

Who runs this check
  • Private equity and venture investment teams
  • Corporate development and in-house M&A counsel
  • Outside counsel running the diligence workstream
  • Family offices and co-investors taking minority positions
Coverage

What we search on this matter type.

  1. 01Corporate registry and statutory filings in the target's home jurisdiction
  2. 02Beneficial ownership and group structure, traced through holding layers
  3. 03Litigation, enforcement and insolvency history for the entity and its principals
  4. 04Sanctions and watchlist screening across OFAC, EU, UN and UK lists
  5. 05Adverse media in the operating jurisdiction's language, not English alone
  6. 06Executive and director backgrounds, including prior dissolved entities
Recommended level
Level B — Enhanced$1,500 per matter

Pre-signing decisions need the analysis, not just the flag: litigation and enforcement history read in context, ownership mapped through the holding layers, political exposure assessed, and a written reputational-risk memo you can put in front of an investment committee. Level A is the right call for an early screen across a long list; Level C adds supply-chain data and discreet source inquiries where the file stays thin.

Matter No. CR-2026-4471 · Level B — EnhancedIllustrative · details redacted

Undisclosed 2022 regulatory settlement, and beneficial ownership overlapping a dissolved entity with lien history. No sanctions or watchlist matches across OFAC, EU, UN or UK lists.

Overall risk rating — Elevated · Delivered in 41 minutes
Limits of the method

Registry coverage and filing quality vary by jurisdiction, and some corporate records, court dockets and credit files sit behind paid databases or require an in-person pull. Every report states what was searched, what was not found, and what remains behind a paywall or needs a human retrieval — absence of a record is never treated as exoneration.

References
  1. 1OFAC — Revised Guidance on Entities Owned by Blocked Persons (the 50 Percent Rule)