Due Diligence Checklist Form

Due Diligence Checklist Form — Form Fields

This finance template includes 7 fields. Track and verify required due diligence items during investment evaluation or M&A processes. Free to customize and use on ZenBuild.

• Target Company Name (text, required)
• Reviewer Name (text, required)
• Review Date (text, required)
• Documents Reviewed (checkboxes, required) — options: Financials, Legal Agreements, IP Ownership, Employee Contracts, Customer Contracts, Regulatory Filings, Cap Table
• Overall Risk Assessment (dropdown selection, required) — options: Low, Medium, High, Critical
• Key Findings (long text, required)
• Due Diligence Report (file upload, optional)