Buy-Side Due Diligence Playbook

Make sure a target will truly add value to your business with our buy-side diligence template. Obtain the right documents to get a clear valuation of the business and its role in expanding your market reach. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Target-readiness checklist that aligns with your acquisition strategy
  Use this playbook to request the right documents from your target, track progress, identify gaps, and collaborate across your team.
• Built-in data-room capabilities
  Attach relevant target materials to each item, centralise information and keep everything secure and organised.
• Real-time project management tools
  Prioritise items, flag blockers, tag team members, and visualise status so your diligence process moves efficiently and transparently.
• Audit-ready collaboration logs
  Track comments, changes and assignments within the same platform—ensuring you have a full traceable record of who did what and when.

Begin by defining your acquisition direction with the Acquisition Strategy Template, then manage decision points using the Decisions & Change Requests Template.