Excel Checklist for Deal Teams & Advisors

Buyers and their advisors follow a predictable pattern through diligence. This checklist is built around that pattern, not around how companies file things internally.

Every major document category, broken down to the specific items reviewers ask for in every serious transaction.

• All eight core diligence categories: corporate records, financials, IP, contracts, personnel, legal agreements, compliance, and litigation
  
  
• Document-level detail organized the way buy-side teams and advisors actually navigate a room
  
  
• A preparation guide to work through before any process starts, or share with your advisor as a launch checklist
  
  
• ShareVault-ready: upload the Excel file and your complete folder structure builds automatically