ShareVault Glossary

What Documents Do Private Equity Firms Request?

Private equity firms request a broad range of documents to evaluate a company’s financial performance, operational health, legal standing, and growth potential before making an investment or acquisition. Preparing these documents in advance helps accelerate due diligence, reduces back-and-forth requests, and demonstrates that your business is organized and transaction-ready.

Common Documents Requested During PE Due Diligence

Most private equity firms will ask for:

• Financial statements and tax returns
• Quality of Earnings (QoE) reports
• EBITDA and revenue analyses
• Customer contracts and major supplier agreements
• Sales pipeline and financial forecasts
• Organizational charts and employee agreements
• Intellectual property documentation
• Corporate governance and board records
• Material legal contracts and litigation history
• Technology infrastructure and cybersecurity policies
• Regulatory, licensing, and compliance documentation
• Insurance policies and risk management records

Depending on the industry and size of the transaction, buyers may also request environmental reports, manufacturing documentation, product roadmaps, or market analyses.

Prepare Before the Request Comes

The fastest deals are often the best-prepared deals. Organizing your documents in a secure virtual data room before buyer diligence begins allows private equity firms to review information more efficiently while giving you complete control over permissions, version history, and document security. ShareVault helps deal teams stay organized, protect sensitive information, and keep transactions moving from LOI to close.