Due Diligence Checklist

Workflow

Step 1: Scope the Diligence

Ask the user for:

Target company

Name, sector, business model

Deal type

Platform acquisition, add-on, growth equity, recap, carve-out

Deal size / complexity

Determines depth of diligence

Key concerns

Any known issues to prioritize (customer concentration, regulatory, environmental, etc.)

Timeline

When is LOI / close targeted? Step 2: Generate Workstream Checklists Generate a checklist across all major workstreams, tailored to the sector: Show more Installs 550 Repository anthropics/fina…services GitHub Stars 34.1K First Seen May 21, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Pass