Financial Due Diligence Checklist

A structured due diligence request list and tracker covering financial, tax and commercial areas.

Key features

• Request list by area
• Status and owner tracking
• Red-flag log
• Summary dashboard

Who it is for

Corporate finance professionals · Business consultants · Investors and owners

What is included

• Instructions
• Settings
• Checklist
• Red flags
• Dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.