Due Diligence Checklist Tracker

Track progress across all seven due diligence workstreams. Check off completed items to see real-time progress and overall deal risk assessment.

How to Use

• Check items in each workstream as due diligence progresses
• Monitor progress bars for visual completion tracking
• Watch the Deal Risk Score — it changes based on critical uncompleted items
• Use this as a template for your own due diligence tracking

About the Workstreams

This tracker covers the seven core due diligence workstreams in M&A transactions:

1. Financial — Verify financial statements, revenue quality, and cash flow
2. Legal — Review contracts, compliance, litigation, and corporate structure
3. Operational — Assess business processes, supply chain, and customer concentration
4. Technology/IP — Inventory intellectual property and evaluate tech infrastructure
5. Human Capital — Review organizational structure, key personnel, and HR compliance
6. Tax — Verify tax compliance and identify potential liabilities
7. Environmental — Assess environmental compliance and potential liabilities

Items marked as CRITICAL have the greatest impact on deal risk scoring. Incomplete critical items significantly increase the overall risk assessment.