Due Diligence Readiness Check
Before the data room: corporate records, contracts, IP, and the disclosure list.
4 questions · 1 page · about 3 minutes to answer · fully editable after you start
Deals die in messy data rooms. This readiness check runs before buyers arrive: corporate records and cap table cleanliness, material contracts assembled and assignable, IP ownership actually papered, litigation and liabilities disclosed to the list – the seller-side audit that finds problems while they are fixable.
The assignability question alone pays for the exercise: the key contract that dies on change-of-control is better discovered by you than by their lawyers.
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Deal readiness
This checklist asks how ready the business is for a buyer's due diligence. Answer candidly, as it is meant to find gaps early. It takes about 3 minutes.
Q1.Current state.*
| Problem area | Needs work | Ready | |
|---|---|---|---|
| Corporate records clean | |||
| Cap table clean | |||
| Material contracts assembled | |||
| Key contracts assignable on change of control | |||
| IP assignments from all contributors papered | |||
| Financials diligence-grade |
Q2.Disclosure list: litigation, disputes, liabilities a buyer must hear from us first.*
Q3.The skeleton you are most worried diligence will find?*
Q4.Data room status
- Populated and organised
- Partially built
- Not started
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