Our flow of funds template will help you track and organize your closing payments.
- Create clear, organized instructions for all payments that will be made at closing
- Verify payment and account details
- Helps ensure that your closing runs smoothly and efficiently
Can I change requests in this checklist or add new?
Every M&A and due diligence process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.
Does this questionnaire provide all the necessary due diligence information?
Easily Collect Data Using this Template in DealRoom
How to use the template with DealRoom:
Download the due diligence template from DealRoom’s website
Open a room within DealRoom
Go to the Requests tab and select “import”
Import the downloaded template
The Requests tab is automatically populated with the requests from the due diligence template. Users can begin assigning, adding to, and completing due diligence requests.