Due Diligence

Looking for premade due diligence checklists? DealRoom’s library of free, ready-to-use due diligence templates covers a wide variety of industries including, technology, healthcare, consumer, HR, legal, accounting, and more. These templates are designed to save your team time during the due diligence process.

Master Due Diligence Checklist

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.

Oil and Gas Due Diligence Checklist

Oil and Gas Due Diligence Checklist

DealRoom professionals have crafted an Oil and Gas Due Diligence Checklist to help you navigate your next transaction in the energy industry.

HR Due Diligence Checklist

HR Due Diligence Checklist

Conducting thorough HR diligence and execution is essential to maximizing a deal’s value creation. Our HR Due Diligence Checklist provides a framework of initial requests, completely customizable to suit your deal's unique needs.

Tax Due Diligence Checklist

Tax Due Diligence Checklist

Tax due diligence is important because it helps to identify tax-related risks before acquiring a company. Our customizable template tells you which taxation information you should request from the selling side.

Financial Due Diligence Checklist

Financial Due Diligence Checklist

Financial due diligence is a delicate procedure to determine the stability of a company's assets and evaluate financial health. In this checklist, you'll find key tasks to perform during that process.

Operational Due Diligence Checklist

Operational Due Diligence Checklist

When planning an acquisition procedure, investors and businesses need to be informed on the operational structure the target company is undertaking. This checklist breaks down the necessary categories to investigate.

Compliance Due Diligence Checklist

Compliance Due Diligence Checklist

This Compliance Due Diligence checklist will give you a stronger assurance you will not make a mistake when buying a business and will provide you with an overview of all the considerations and risks before going through the M&A process.

Asset Purchase Due Diligence Checklist

Asset Purchase Due Diligence Checklist

In this checklist, we list a number of areas in which the buyer should conduct a thorough investigation to reveal any hidden issues. Included are balance sheets, cash flow statements, and income statements.

Hedge Fund Investment Due Diligence Checklist

Hedge Fund Investment Due Diligence Checklist

Due diligence is required of any responsible investor seeking to share in the gains (or losses) of the hedge fund of their choosing. Our checklist is comprised of basic questions you'll need to be answered before investing in a fund.

Accounting Due Diligence Checklist

Accounting Due Diligence Checklist

One of the most intimidating aspects of accounting due diligence is knowing where to begin. Fortunately, we've put together a checklist that works for virtually every company's cash flow system.

Sell-Side Due Diligence Checklist

Sell-Side Due Diligence Checklist

Our Sell-Side Due Diligence checklist provides you with all the necessary tasks and information to effectively carry out due diligence and satisfy the average buyer.

IT Due Diligence Checklist

IT Due Diligence Checklist

Conducting thorough IT due diligence and execution is essential to maximizing a deal’s value creation. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment.

Due Diligence Checklist for IPO

Due Diligence Checklist for IPO

When a company decides to go public with its shares by Initial Public Offering process, one of the most important things to do is conduct an IPO due diligence and the best advice is to do it before everything else.

Biotechnology Due Diligence Checklist

Biotechnology Due Diligence Checklist

Proper due diligence requires the ability to recognize issues and complications as they arise. Biotech company acquisitions often host a great number of challenges, making the due diligence process that much more important.

Private Equity Due Diligence Checklist

Private Equity Due Diligence Checklist

The Private Equity Due Diligence Checklist provides a framework of initial due diligence requests. Data required ranges from general information about the company and their culture to conducting more in-depth surveys on internal processes.

Legal Due Diligence Checklist

Legal Due Diligence Checklist

Our Legal Due Diligence checklist includes all the general documents and information you need. Downloaders are urged to customize their checklist by changing the provided information to fit their unique needs.

Selling a Business Due Diligence Checklist

Selling a Business Due Diligence Checklist

This due diligence checklist is an in-depth look at the extensive documentation, research, and planning that is necessary to prepare a business for sale. Both buyers and sellers are encouraged to follow this template.

Technology Due Diligence Checklist

Technology Due Diligence Checklist

In addition to general requests in categories that are applicable to nearly all transactions, our technology playbook emphasizes those areas of due diligence where issues most often arise for technology targets. Checklists are customizable to meet the specific circumstances of your deal.

Manufacturing Due Diligence Checklist

Manufacturing Due Diligence Checklist

Our template Manufacturing Diligence Checklist is tailored for transactions that involve target companies in the manufacturing industry.

Healthcare Due Diligence Checklist

Healthcare Due Diligence Checklist

Our healthcare playbook emphasizes those areas of due diligence where issues most often arise for healthcare targets. We always recommend customizing checklists to meet the specific circumstances and needs of your deal.