Excel templateInvestorsFree · about 20 min to fill in
Investor due diligence checklist
The 30 points to check before investing in a private company, with the documents to request.
The file is in French.
Get the template for freeWhat the template contains
- 30 points sorted by theme: team, market, product, customers, financials, legal, deal, risks
- For each point: the document to request or the question to ask
- Status (to check, checked, red flag) and risk level by drop-down menu
- Completion rate and number of red flags calculated automatically
Due diligence is the stage where the investor checks what they have been presented with. This checklist structures the analysis of a private company, whether you invest on your own or through a platform.
This checklist helps you ask the right questions; it does not constitute investment advice. Investing in a private company carries a risk of capital loss.
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