Data rooms contain hundreds of critical documents under tight timelines. Stepscale drafts diligence reports, reviews Phase 1 ESAs, tracks open items, captures meeting action items, and monitors your inbox — so nothing falls through the cracks before closing.
Phase 1 ESA — REC flagged
Recognized Environmental Condition on parcel B — needs Phase 2
Lease expiry gap
Tenant 3 (14% of NRI) lease expires 90 days post-close — no renewal LOI
How It Works
Three steps to turn a mountain of documents into a clear action plan.
Link your data room, shared drive, or upload documents directly. Stepscale indexes everything — ESAs, leases, financials, title reports, and more.
Stepscale drafts diligence summaries, reviews every document, cross-references findings, and flags environmental issues, lease gaps, and title defects — all ranked by severity.
Track every open item, capture meeting action items, and monitor communications — so your team closes with full confidence.
Environmental Review
Environmental reports are dense, technical, and easy to misread. Stepscale reviews Phase 1 ESAs, identifies RECs, HRECs, and de minimis conditions, cross-references historical use records, and flags anything that could require a Phase 2 — before you wire earnest money.
Former dry cleaner on parcel B
Tetrachloroethylene (PCE) detected in soil vapor. Historical Sanborn maps confirm dry cleaning operations 1962–1988. Phase 2 recommended.
Underground storage tank — no closure docs
EDR report shows registered UST. No removal or closure documentation found in data room.
Adjacent gas station — remediated
No Further Action letter on file. Monitoring wells closed 2019. Low residual risk.
Obtain Phase 2 ESA for parcel B
Due Mar 15Seller’s counsel to provide by end of week. Follow up if not received.
Confirm tenant 3 renewal status
Due Mar 12Lease expires 90 days post-close. Need LOI or updated rent roll.
Missing estoppel certificates (units 4, 7, 12)
Due Mar 18Property manager notified. 3 of 15 still outstanding.
DD Tracker
Due diligence generates dozens of open items across environmental, legal, financial, and operational workstreams. Stepscale automatically builds and maintains a living tracker — pulling issues from documents, meetings, and emails into a single view with owners and deadlines.
Meeting Intelligence
Due diligence calls move fast — lender questions, seller follow-ups, legal back-and-forth. Stepscale joins your meetings, captures every action item, flags potential issues raised in conversation, and feeds them directly into your DD tracker.
Action Items
Request updated rent roll from seller
Owner: Sarah K. · Due: Mar 13
Follow up on UST closure documentation
Owner: Mike R. · Due: Mar 14
Confirm insurance carrier will bind by close
Owner: Sarah K. · Due: Mar 16
Issues Raised
Seller mentioned ongoing dispute with adjacent property owner
Not documented in data room — request details
Seller’s counsel flagged title exception
Email from J. Torres (3:14 PM): “We need to discuss the easement on the north boundary before we can deliver clean title.”
Updated financials uploaded to data room
New T12 uploaded by seller 2 hours ago. NOI differs from original by $42K — review recommended.
Broker forwarded inspection report
Roof inspection shows 3–5 year remaining useful life. CapEx reserve may need adjustment.
DD Inbox
During DD, critical information arrives via email, data room uploads, and broker forwards at all hours. Stepscale monitors your communications, flags deal-relevant updates, and connects them to your DD tracker — so your team always knows what needs attention.
Features
From first draft to final closing checklist, Stepscale keeps your entire DD process under control.
Automatically extract RECs, HRECs, and environmental conditions from ESA reports. Know what needs a Phase 2 before wiring money.
Every open item tracked with owners, deadlines, and status. Auto-populated from documents, meetings, and emails.
Joins your DD calls, captures action items and flags issues — then feeds everything into your tracker automatically.
Watches your email and data room for deal-relevant updates. New documents, version changes, and seller communications — all flagged.
When sellers upload updated documents, Stepscale automatically compares against previous versions and highlights material changes.
Auto-generates a closing checklist from your DD findings. Track every condition precedent and deliverable through to close.
Start a free trial and see how Stepscale transforms your DD process. No credit card required.
5x
Faster DD turnaround
100%
Open items tracked
Auto
Meeting action items
24/7
Inbox monitoring
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