VIRTUAL DATA ROOMS
Over the past 11 years PLM has conducted due diligence on over $38B worth of assets, during 85+ transactions. We’ve seen a wide variety of VDR “solutions” to share data regarding those assets. We realized early on that we needed to provide a stable, secure, organized platform to facilitate those transactions, and we now have a mature service offering to support our clients’ M&A activities, the PLM VDR Platform, powered by Overdrive.
Pull all of your asset data in a structured format, and quickly provide appropriate information at each stage of the negotiation.
VDR Provided Item List (Pre-Transaction with Seller)
Accounting Data
Tabular (csv/excel/access) export from system
Supporting documents
PDFs, jpegs, metadata spreadsheets
Revenue, Pay Decks, JIB, DO
Land System Data
Tabular (csv/excel/access) export from system
Supporting documents
PDFs, jpegs, metadata spreadsheets
Ownership Reports, Title Opinions, Expirations, Provisions
Land Data (not in a system)
Initial exhibit
PDFs
Spreadsheets
File maps
Presentations
Ownership Reports, Title Opinions, Expirations
GIS Data
Well, Lease, Tract, Unit, Contract, Roads etc
Shapefiles
Geodatabases
File maps
Engineering/Geology Data
Production data
PUD locations
Technical Analysis - type curves and allocated values
VDR Solution Components (Pre-transaction with Seller)
GIS
GIS data layers
Web Map and Users
Link to associated documents
Google Drive
Documents
Spreadsheets
Logs
Users for Access
Auto-OCR of all documents
XREF Building
Spreadsheets or database tables generated or cleaned up by PLM to further associate data points i.e. Accounting to Land with matching Units names, or units to wells etc.
Relationship XREF log/table
Folder/File Reorganization
File/folder location replication based on related data/XREF.
Sensitive Data / Data Integrity Scan
Analysis and Report of files/data containing sensitive data such as SS, bank account numbers etc.
VDR/PLM Services (Transaction with Buyer)
Data Transfers
Cloud to Cloud
Drive to Cloud / Cloud to Drive
Data Conversion /Preparation
Preparing data for Target system
Creation, curation & clean up
Land Services Stuff goes here
DD
Lease Review
All of the data is organized to give an appropriate amount of visibility to each stage of the transaction. Simply provide a link to prospective buyers that gives an overview of the asset. Give bidders more information to facilitate a deal. PSA negotiations can be supported by more detail. PLM will then provide the organized data once the transaction is closed, to support a smooth transfer of ownership.
Let us help you manage the A&D process with an easy-to-use, map-based management solution.