> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# How to Prepare Operational Data for Due Diligence
- URL: https://blog.jestor.com/prepare-data-for-due-diligence/
- Published: 2026-09-17T22:33:45.000Z
- Updated: 2026-09-17T22:33:45.000Z
- Author: Bruno Bannach

To **prepare data for due diligence**, the question is not whether your numbers are right. It is whether you can show how they were produced.

## What examiners look for

Beyond the financial statements, they test whether the operation behind them is controlled.

- Whether approvals followed a defined authority structure
- Whether access was restricted appropriately
- Whether changes to records are traceable
- Whether contracts and their terms are documented
- Whether the data can be extracted independently

## What to have ready

| Area               | Evidence                                                   |
| ------------------ | ---------------------------------------------------------- |
| **Approvals**      | Routing by cost centre with approvals recorded per request |
| **Access**         | Roles, user types, and super root restricted               |
| **Change control** | Exportable history with source and before-and-after values |
| **Contracts**      | A registry with parties, values, and dates                 |
| **Security**       | The platform's certification and testing regime            |

## How to assemble it in Jestor

1. Confirm approvals in **Jestor** route through cost centre owners and are recorded on each request.
2. Document access from the users and roles areas, filtered by type and status.
3. Export the table history, filtered by date and source, for the relevant period.
4. Review the contracts registry, where **OCR**\-extracted terms and dates are held.
5. Note the platform's SOC 2 Type I and II certification, penetration testing, and access auditing.

## Why choose Jestor for examined operations?

**Jestor** makes data exportable at any time, which answers one of the more uncomfortable due diligence questions — whether the company controls its own data — without negotiation.

Reference customers including Rumo, Sebrae, Locaweb, and Loft, alongside the certification, are usually what the security section of a data room needs.

## Frequently Asked Questions

### Can I export everything?

Yes, data is exportable at any time. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I show who approved what?

Yes, approvals are recorded on each request with their history.

### What certification does the platform hold?

SOC 2 Type I and II, with regular penetration testing.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.