Diligence Risk Tracker Template

Risks that shape a deal rarely arrive in a neat package. They surface in an email reply, a caveat on a management call, a footnote in an attachment, and getting one out of your inbox and into a tracker is a manual step that busy deals skip. This template gives every finding the same five attributes, one place to live, and an explicit decision about whether it carries into integration. Download it free.

You get

• A structured findings log
  Sixteen columns built around five core fields: Type, Title, Description, Severity, Likelihood plus source, owner, estimated impact and a carry-to-integration flag. Severity shades automatically so the sheet is scannable without filtering.
• Field definitions and worked examples
  What Risk, Issue, Assumption and Info actually mean, with the rough test for each severity band, and a side-by-side of a weak finding against a strong one so anyone joining in week six can log to the same standard.
• A red flag to check list
  40+ prompts across eight categories: financial, commercial, legal, people, technology, operations, tax and deal process — each one tagged with where it usually surfaces. Not a completeness checklist. A list to work down weekly and log what it shakes loose.
• A dashboard that calculates itself
  Counts by type, severity, status, department and source, plus a severity × likelihood matrix and your open high-severity list. The source breakdown is the one to watch: it shows how much of your risk record depends on somebody remembering to copy it across.

Download the Diligence Risk Tracker template now 👉🏻