Dealers can upload and manage their own document checklists — complete with tooltips, conditionals, and status tracking — directly inside addy Business.
🛠️ Feature Overview
With addy Business, dealers can now bring their own due diligence checklist into the platform — no need to work off external spreadsheets or email chains. Whether you're requesting legal structures, property reports, or compliance docs, our checklist feature lets you collect and track everything in one place.
This feature supports:
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📄 Custom document names
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💬 Tooltip explanations
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🧠 Conditional logic (e.g., "only show this if it's a Development deal")
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✅ Completion tracking across issuers
🧾 How to Submit Your Checklist
You send us a spreadsheet, and we do the setup for you. Here’s what to include:
1. Document List (one per row)
Use clear names like “Certificate of Incorporation” or “Appraisal – Final”. This is what will appear in the platform.
2. Tooltip (optional but recommended)
Add a short description or instruction for each doc, like:
"Upload the LP agreement signed by all general partners"
These tooltips show up directly inside the addy checklist to guide issuers and keep things moving.
3. Conditionals (optional)
If a document only applies in certain scenarios, include that too. Examples:
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“Only request if entity_type = Limited Partnership”
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“Only needed if project_type = Development”
We’ll build these into the logic so issuers only see what they need to upload.
🧩 What Happens After You Send the Sheet?
Our team will:
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Review your spreadsheet
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Upload your checklist into your addy Business dashboard
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Assign each item to the right stage in the investment workflow
Once active, your checklist will auto-populate in every new issuer workspace that you are linked to. You can track the status of each document directly from the checklist or in the addy Business Data Room.
❓FAQs
Do I need to set this up every time?
Nope! Once your custom checklist is uploaded, it gets re-used automatically in all your deals.
Can I make changes later?
Yes. You’re allowed one update to your checklist per month for free. We’ll handle version control so nothing breaks. If you need more than one change in the same month, additional service fees may apply — but we’ll always let you know before making any changes.
Can issuers see the tooltips and conditionals?
Yes — tooltips are visible to issuers to reduce back-and-forth. Conditionals work quietly behind the scenes, so issuers only see what applies to them.
What if I forget a document?
Just email us an update. We can add it to your existing checklist or make it optional — as long as you’re within your monthly change window, it’s covered.
📥 Ready to get started?
Email your custom checklist spreadsheet to your addy Dealer Success Manager or to support@addyinvest.com with the subject line:
Custom Due Diligence Checklist – [Your Name or Firm]
We’ll take it from there.