Master Due Diligence Checklist

The Master Diligence Checklist is intended to provide an inclusive and wide-ranging list of initial due diligence requests that can be used for any target in any type of transaction.

  • Suitable for use in any transaction
  • Initial requests solicit general information to provide a broad overview of the target and its business and operations
  • Playbooks are customizable to meet the specific circumstances of your deal

Create a Diligence Process that is Efficient for both Buyers and Sellers

Due diligence is an important part of any deal. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment. Regardless of whether you are the buyer or seller, it is important to stay organized throughout the diligence process. Buyers need an efficient system to manage their requests and track seller responses.

Sellers need an effective way to manage their workflow to ensure they are providing timely and responsive answers to buyer questions. In order to create a smooth and efficient process for all parties, DealRoom has created due diligence playbooks. Sellers can use these checklists to get ahead of the game by anticipating buyer requests and preparing a professional, well-organized data room. Buyers can save time and money by utilizing the playbooks to prepare their initial diligence requests.

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