The Ultimate Due Diligence Checklist Template ✅
Use this to streamline the critical DD process & execute smart 📊
👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 200k+ FinTech leaders:
Ever heard the saying, "Trust, but verify"? When it comes to significant business decisions, verifying isn't just good advice - it's non-negotiable. But sometimes, even seasoned professionals and top firms miss a step or two, and the results can be financially catastrophic (just ask FIS or JPMorgan).
ICYMI: Record-breaking FinTech divorce: FIS mulls $15 billion Worldpay sale 😳
That's why today I’m excited to share the ultimate (& editable) due diligence checklist template.
It has 60+ checkpoints you must know and is the universal remote for due diligence across different sectors. So whether you’re in M&A, PE, or VC - we got you.
The checklist ensures you don't miss any items you need to check for like:
Financials
Assets
Employees
Intellectual Property
Litigation
Technology
... and so much more you didn’t even think of checking!
DD is akin to inspecting a house before you buy it. You wouldn't skip a home inspection, would you?
Equip yourself with the tools that set you up for a win, not a woeful loss👇🏼
P.S. you’ll also unlock the Best M&A DD Template with a built-in Gantt chart + 4 more templates to supercharge your M&A strategy (Financial Fact Book, Enterprise Value vs. Equity Value Bridge, Net Working Capital, and Closing Balance Sheet)
