Due diligence checklist generator
A due diligence checklist lists the documents and questions a buyer or investor reviews before closing. Choose the deal type and the areas that matter, and this tool builds a request list grouped by area, ready to download or print.
Financial
Tax
Legal and contracts
Commercial
People and HR
IT and security
Operational data and records
Inputs
- Deal type
- Stock purchase, asset purchase or minority investment; each adds deal-specific items.
- Areas
- Financial, tax, legal, commercial, people, IT and operational data.
Outputs
- Checklist
- Requests grouped by area, with checkboxes for tracking.
- Download
- A plain-text list to paste into your data room index or tracker.
How it is calculated
The list is built from a fixed library of requests per area, plus one or two items specific to the deal type. Nothing is generated by AI and nothing you select is stored.
Worked example (illustrative)
Illustrative only: an asset purchase with Financial and Operational data selected returns ten items, including a schedule of included assets and an operational data inventory listing systems, record types, years held and owners.
Assumptions and limitations
- A starting point, not a complete legal checklist; your counsel and accountants will add items.
- The tool requests document categories only and never collects documents.
- Operational data in a data room is not automatically licensable; reuse needs separate authorization and rights review.
Questions and answers
What is due diligence?
The investigation a buyer runs to confirm what it is buying before closing.
How does an asset deal differ?
The buyer picks specific assets and liabilities, so contract assignment consents matter more.
Why include operational data?
Buyers increasingly ask where operating records live, who owns them and what restrictions apply.
Can I upload documents here?
No. This tool only builds a list.
Sources
Content reviewed October 9, 2026 by the SourceX Partnerships Team. Results are calculated in your browser; nothing you type is stored.