Free tool · M&A

Due diligence readiness checklist.

Tick the documents you already have. See what a buyer or investor will ask for that's missing, starting with the ones that hold deals up.

Tick every document you already have
Corporate
Financial
Tax
Commercial
Legal
People
IP and technology
Insurance
0/ 100
Big gaps to close
0 of 32 documents ready
Get these first
  • Certificate of incorporation and constitutionCorporate
  • Cap table, fully dilutedCorporate
  • Shareholder agreements and previous round documentsCorporate
  • Audited or reviewed accounts (last 3 years)Financial
  • Monthly management accounts (last 12–24 months)Financial
  • Revenue breakdown by customer and productFinancial

+26 more in the copied list.

Free, no sign-up. It runs in your browser: nothing you type is stored or sent.

Questions

Anything else? Talk to the founder directly.

What is due diligence?

The review a buyer or investor runs before a deal closes, covering financials, legal, commercial, people, IP and tax.

What most often delays due diligence?

Missing IP assignments, messy cap tables, unsigned customer contracts, change-of-control clauses and numbers that don't reconcile.

How long does due diligence take?

Weeks for a seed round, often two to three months for a company sale. A ready data room shortens it.

Where should the documents go?

In a data room. TalkOctopus gives each party their own access and shows who read what.

Put what you have in a secure data room.

Give each buyer or investor their own access, and see which documents they read.