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Working a deal
The diligence checklist
Every deal gets a diligence checklist grouped by category, with guidance on how to do each item and a place to attach evidence.
How it works
When you track a deal, it gets a standard checklist of what to verify before you buy, from reconciling tax returns to the P&L to reviewing customer concentration. A progress bar shows how far along you are, and “Relevant now” pulls up the items that matter at the deal’s current stage.
- Check items off as you complete them. Checking one off counts as activity on the deal.
- Expand an item for guidance on how to do it. From there you can ask numan how it applies to this deal.
- Attach evidence to an item, up to 10 MB per file.
- Add your own items with the form at the bottom of the checklist.
For a deeper explanation of each standard item, see the diligence guides in Learn.
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