Pre-close and post-close visibility
Establish a current technology baseline when seller records, old closeouts, and vendor lists are incomplete or inconsistent.
Acquisition teams may receive financial, lease, and building documents while still lacking a usable record of cameras, access control, IT/OT, BAS, AV, sensors, elevators, and support obligations.

The diligence record helps buyers, owners, asset managers, PMs, security, IT/OT, and facilities understand inherited systems without pretending every detail can be solved from desktop documents alone.
Establish a current technology baseline when seller records, old closeouts, and vendor lists are incomplete or inconsistent.
Identify the security, network, BAS/OT, AV, elevator/lobby, intercom, sensor, and specialty platforms the buyer may inherit.
Flag unsupported devices, unclear contracts, old controllers, missing exports, abandoned equipment, and reliance on prior-vendor memory.
Use age bands, lifecycle flags, high-criticality records, and refresh recommendations to inform early capital planning.
Give the incoming PM, facilities, security, and IT/OT teams a record they can use during onboarding and vendor meetings.
Separate confirmed facts from open diligence questions so ownership can assign follow-up instead of burying unknowns.
The package is built from visible field conditions, source records, owner/vendor interviews where available, and dashboard/report-ready fields. It is designed to help the team act without turning every question into a new survey.
Each trigger can be scoped to one system, one floor, one building, or a larger portfolio record depending on urgency, access, and owner distribution needs.