Due Diligence Report
Docs + Word8 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 8 · US Letter
- Style
- Corporate
- Difficulty
- Beginner
- Updated
- November 5, 2026
Every page (8)
Overview
Due diligence is the review a buyer or investor makes before paying for a company, and most delays come from documents that were never gathered. This template groups the requests into six areas: corporate, financial, legal, people, IP and commercial. Each area lists what a buyer will ask for, so a founder can build the data room before the first meeting rather than during it.
The sample follows Brindlewick Holdings reviewing a target with $24M of revenue, $4.8M of adjusted EBITDA and a $2.8M price chip for customer concentration. It shows how red flags, the quality of earnings bridge and the 100-day plan connect. Replace the figures, owners and findings with your own, and tie every number to a source. The company and people are fictional sample data.
Useful for
- A founder preparing a data room before a sale process opens
- An investment committee reviewing red flags before it submits a bid
- A CFO checking quality of earnings and net debt before signing
What's included
- Summary and red flags, with the scope and sources used
- Financial findings: revenue mix, EBITDA and key figures
- Legal findings: change of control, assignment and conditions
- People and IP: team owners, contractor assignments and IP ownership
- Commercial variance: budget, forecast and actual by line
- Make it yours: steps for replacing the sample with your deal
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the target, deal structure and diligence date on the cover, then name the scope exclusions.
- 3
Swap the red-flag table for your top five findings, each with source, dollar impact and recommendation.
- 4
Enter your quality of earnings bridge, from reported to adjusted EBITDA, with a source for each line.
- 5
Delete the guide page, then share the copy with your deal team or present it to the committee.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Can I use this checklist as my whole data room?
It is a starting list. Add the documents your target actually holds, and remove the property, technical or ESG sections if they do not apply to the deal.
Are the company, people and figures real?
No. Brindlewick Holdings, its people, the target and every figure are fictional sample data. Replace them with your own before you rely on the document.
Why are red flags kept apart from conditions?
A red flag is a finding that changes the price or the decision. A condition must be met before closing, and a note is for the file. Mixing them hides what the committee must act on.
- #due-diligence-checklist
- #due-diligence-report-template
- #data-room-index
- #post-acquisition-100-day-plan
- #supplier-due-diligence
- #quality-of-earnings
- #deal-review
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