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 Playbook

Access an inclusive and wide-ranging list of initial due diligence requests that can be used in any type of transaction.

Small Business Due Diligence Playbook

Acquiring an existing small business can be a very smart, strategic decision for your company since it may enhance the efficiency of doing business or product selling and placement.

Compliance Due Diligence Playbook

This playbook is designed to provide you with an overview of all the considerations and risks before going through the M&A process.

Selling a Business Due Diligence Playbook

Access DealRoom's diligence template for in-depth look at the documentation, research, and planning that is necessary to prepare a business for sale.

Technology Due Diligence Playbook

Utilize template which is tailored for transactions that involve target companies in the technology industry.

IT Due Diligence Checklist

Access an inclusive and wide-ranging list of IT due diligence requests that can be used in any type of transaction.

Real Estate Due Diligence Playbook

Our diligence checklist is tailored specifically to transactions involving commercial real estate spaces.

Accounting Due Diligence Playbook

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.

HR Due Diligence Playbook

Access DealRoom's list of initial HR diligence requests, completely customizable to suit your deal's unique needs.

Operational Due Diligence Playbook

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.

Nonprofit Merger Due Diligence Checklist

There comes a time in every nonprofit organization’s life span when the board of the organization decides whether it’s profitable to enter merging negotiations.

Biotechnology Due Diligence Playbook

Biotech company acquisitions often host a great number of challenges, making the due diligence process that much more important. Our template can help!

Private Equity Due Diligence Playbook

Minimise and allocate risks and maximise value for the shareholders using DealRoom's PE due diligence playbook.

Legal Due Diligence Playbook

Collecting, understand and assess all the legal risks associated during a M&A process with pre-built DealRoom's diligence template.

IPO Due Diligence Playbook

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

Environmental Due Diligence Playbook

Don't overlook the importance of a detailed investigation of environmental factors during due diligence. By following this template, you will have a much better understanding of what issues may be hiding under the surface.

Private Company Due Diligence Playbook

The private company diligence playbook provides a framework of initial due diligence requests.

Oil and Gas Due Diligence Playbook

Our oil and gas due diligence playbook is created to help you navigate your next transaction in the energy industry.

Hedge Fund Investment Due Diligence Playbook

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

Asset Purchase Due Diligence Playbook

Assure that any issues associated with the assets are uncovered and properly accounted for, or cleared as potential defects in the title.

Tax Due Diligence Playbook

Access DealRoom's list of initial tax diligence requests to identify tax-related risks before acquiring a company.

Sell-Side Due Diligence Playbook

Our sell-side diligence template provides you with all the necessary tasks and information to effectively carry out due diligence process.

Financial Due Diligence Playbook

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

Venture Capital Due Diligence Playbook

Due diligence playbook to help venture capital assess potential investments in you.

Intellectual Property Due Diligence Playbook

The following is a non-exhaustive list of information to be requested/obtained when conducting an intellectual property (IP) due diligence review of a company for a commercial transaction.

Healthcare Due Diligence Playbook

Our healthcare playbook emphasizes those areas of due diligence where issues most often arise for healthcare targets. You can customize it to meet the specific circumstances and needs of your deal.

Manufacturing Due Diligence Playbook

Our manufacturing diligence template is tailored for transactions that involve target companies in the manufacturing industry.

Buy-Side Due Diligence Playbook

Our buy-side diligence template provides you with all the necessary tasks and information to effectively carry out due diligence process.