Free Download for Biopharma Deal Teams

The Due Diligence Checklist Built for Biopharma Transactions (Excel version)

Out-licensing, pre-IPO, and M&A each follow distinct diligence paths. This checklist covers all three, organized by deal type, built around how buyers, investors, and partners actually review.

What you get

Most due diligence checklists are either too generic to act on or too long to finish before the process starts. This one is organized by deal type so you can go directly to what applies to your transaction, assign ownership, track completion, and use it to build your data room structure from day one.

Core documents required for any biopharma transaction, regardless of deal type
Deal-specific checklists for out-licensing, pre-IPO, and M&A, each organized by diligence category
Item-level owner assignments, status tracking, and priority flags across every section
A ShareVault data room setup guide with recommended folder structure, permission tiers, and document naming conventions by deal type
A Final Sheet formatted to paste directly into ShareVault and auto-build your complete folder structure

ShareVault is the official VDR provider for BIO and 43 state and regional life science associations.

Why this checklist is different

A deal team that enters diligence organized moves faster, answers questions with confidence, and gives counterparties fewer reasons to pause. A team that enters diligence scrambling loses time, leverage, and in some cases the deal itself.

This checklist was built to close the gap between knowing what diligence requires and actually being ready for it. It covers 2026 standards including BIOSECURE Act supply chain documentation, FDA special designation records, and cross-border licensing requirements: items that generic checklists published before 2025 do not address.

The Final Sheet tab is built to paste directly into ShareVault. Your folder structure builds automatically from the paste, no manual setup required.

Pull Quote

“With ShareVault, we are prepared for due diligence far ahead of time. Our data is organized, we can grant customized access to potential partners, and our information is organized, safe and easy to access.”

Ypke van Oosterhout,
PhD Chief Executive Officer