This template was created by Liam Gill to give entrepreneurs a simple way to ensure they have all the documents requested in a formal due diligence process. This is key for raising venture capital or selling your business.

Company and Officers

Corporate Actions

Capital and Equity

Loans, Guarantees and Indemnities

Accounts

Agreements with Key Personnel

Employees and Freelancers

Key Information

Material Agreements

Intellectual Property

Litigation

This is a simple tool and is not intended to replace a lawyer who can analyze your company and provide detailed suggestions, tracking and ongoing support. Please keep these limitations in mind when using this template. We are not responsible for any legal, financial or other damages you incur as a direct or indirect result of your use of this template.