How to Prepare Operational Data for Due Diligence

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

Confirm approvals in Jestor route through cost centre owners and are recorded on each request.
Document access from the users and roles areas, filtered by type and status.
Export the table history, filtered by date and source, for the relevant period.
Review the contracts registry, where OCR-extracted terms and dates are held.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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