Know the IT story before it becomes a problem.
MergePilot helps you collect the practical details people usually chase in spreadsheets: who manages what, which systems matter, where the contracts are, and what still needs evidence.
No “acquisition” language needed in the external questionnaire.
The outside portal can simply look like an IT baseline review.
What depends on what?
Apps, vendors, lines and local systems
Most IT questions are simple. Getting the answers is not.
During an acquisition, the hard part is rarely one big technical mystery. It is dozens of small unknowns spread across local management, external IT partners, telecom providers, security vendors and old invoices.
Start with the baseline
Company details, locations, domains, connectivity, applications, infrastructure, security, backup and partners in one guided flow.
Delegate what people don’t know
If the coordinator cannot answer, they can send that exact question to the right partner without exposing the wider project.
Capture proof where it is
Use a phone to photograph the server room, firewall, modem, switch rack or contract. The upload is linked to the question.
Create the assessment internally. Keep the outside view neutral.
The parent company or advisor creates the assessment with the target company, HQ, extra locations and local coordinator. The external user receives a calm, neutral request to complete an IT baseline.
- Internal name can be different from external assessment name.
- Deal phase stays internal unless you decide otherwise.
- Coordinator logs in with a short-lived email code.
- Partners can be added at the start or later from a question.
The kind of details that change the plan.
MergePilot is meant for practical findings that influence risk, timing and cost.
- A domain renewal owned by an old IT supplier.
- Internet lines with unknown contract dates.
- Local admin accounts nobody has reviewed.
- Camera or access-control systems outside the IT inventory.
- Backup evidence that is assumed, but not proven.
Professional for the recipient. Useful for the buyer.
The coordinator should not feel like they are filling out a due-diligence spreadsheet. The flow should feel like a guided review with save states, clear sections and helpful escape routes.
Let’s check the essentials first.
You can answer what you know. Technical questions can be sent to your IT partner.
Provider, contact person, invoice or contract if available.
Some answers are easier with a photo.
On desktop, a QR code opens the same question on a phone. Take a photo, add a note, submit. Done.
Less chasing. Fewer blind spots. A cleaner handover.
MergePilot does not try to replace experienced IT due diligence. It gives the team a better way to collect input, proof and follow-up questions while the deal is moving.
A few practical things people ask first.
The goal is not to make the deal visible to everyone. It is to collect useful IT facts in a controlled way.
Can this be used before the acquisition is completed?
Yes. MergePilot is meant for pre-close due diligence, Day 0 preparation and post-close integration planning.
Does the questionnaire need to mention an acquisition?
No. The external portal can look like a neutral IT baseline assessment while the internal team keeps the deal context private.
Can questions be delegated to IT partners?
Yes. A coordinator can send specific questions to an IT partner, ISP or vendor without giving them access to the full assessment.
Interested in testing this on a real assessment?
Leave your details. I’ll get back to you about the private version and what kind of assessment you want to run first.
No newsletter trick. Just early access and product follow-up.