Diligence
A diligence checklist that explains itself
Every item says what it is, why it matters, how to get it, who provides it, what a red flag looks like, and which professional to bring in. It’s the checklist a first-time buyer needs and an experienced one can make their own.
By the numbers
- built-in items with their own guidance
- 25built-in items with their own guidance
- parts to every item’s guidance
- 7parts to every item’s guidance
- categories, from Financial to Closing
- 5categories, from Financial to Closing
- custom fields per template item
- 20custom fields per template item
What you get
Guidance on every item
Tax returns, quality of earnings, customer concentration, the working-capital peg, the lease, SBA pre-qualification, lien searches, escrow and insurance. Each comes with what done looks like and the red flags to watch for.
Relevant to the stage you’re in
Items surface when they matter, so evaluating a CIM doesn’t bury you in closing paperwork, and diligence doesn’t let anything slip.
Your team’s own templates
Owners and admins can save a checklist as a template: items added to every new deal or suggested at a stage, each with its own guidance, up to 20 custom fields and up to 10 required files.
Files attached where they belong
Upload documents straight onto the checklist item they satisfy, so the tax returns live with the tax-return item and nobody has to hunt through a folder to see what’s still missing.
How it works
- 1
Open a deal
The checklist is seeded automatically, grouped into Financial, Operations & People, Deal & Financing, Closing, and Other.
- 2
Work each item
Read the guidance, request the document, and mark the item done or not applicable.
- 3
Bring in the right professional
Each item names who to involve, whether that’s your CPA, attorney, lender or a QoE provider, and the advisor directory helps you find one.
What it doesn’t do
Straight answers, so nothing here surprises you after you sign up.
- Guidance is educational. It doesn’t replace your CPA, attorney or lender.
- Only owners and admins can create or edit organization templates.