This template is sponsored by 

Risk and Issue Logs Template

Program List template with category titles, along with management instructions.

Includes:

  • Risk log formatted template
  • Detailed category names
  • Risks and issues definitions, guidelines, and examples
  • Directions on how to use the risks log
  • Directions on how to use the issues log
private equity icon

Risk and Issue Logs Template

Program List template with category titles, along with management instructions.

Includes:

  • Risk log formatted template
  • Detailed category names
  • Risks and issues definitions, guidelines, and examples
  • Directions on how to use the risks log
  • Directions on how to use the issues log
FAQ

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.

Use DealRoom’s Premade Templates

Quick, easy download
Import into the room in a less than minute
Immediately begin requesting due diligence documents
or