DealRoom for Private Equity

You’ve decided to either invest in or buy a privately held company. In this template you'll find the list of areas that every business buyer and investor should investigate before signing a deal. Minimize and allocate risks while maximizing value with our PE template.

Reducing risks when acquiring a private company is achieved with a thorough due diligence process. Between HR, compliance, tax issues, contracts, IP, and more, it can feel hard to know where to start. Our due diligence template will help guide you through the process.