Due Diligence Assessment Model — Professional Excel Toolkit

Make faster, better-documented decisions with a structured, fully editable due diligence framework. This model turns qualitative checks into quantitative insights using weighted scoring, automated RAG flags, and a clean dashboard. Whether you’re evaluating an acquisition target, a vendor, a borrower, or a new investment, you’ll capture findings consistently and communicate them clearly—without reinventing the wheel.

What’s inside

Guided “Start Here” setup: Enter basic deal/context info and set category weights to reflect what matters most to you.
Comprehensive checklists by domain: Corporate, Legal & Compliance, Financial & Tax, Commercial & Market, Operations & Supply Chain, Technology & InfoSec, People & HR, ESG & Governance, Customers & Contracts.
Weighted scoring engine: Each item rolls up to category scores and a single Overall DD Score (0–100%).
Auto RAG flags & thresholds: Clear red/amber/green statuses based on your inputs and risk tolerances.
Risk Register & Action Plan: Log issues, owners, due dates, severity/likelihood, and mitigation status.
Executive Summary page: A board-ready snapshot: overall score, category breakdowns, top risks, key mitigations, and readiness percentage.
Risk Heatmap dashboard: Visualize severity vs. likelihood to prioritize what to fix first.
Findings & Q&A log: Track information requests, follow-ups, and data-room items to closure.
Data Room Checklist: Organized inventory of required documents and their receipt/status.

Key features

Consistent, repeatable assessments across targets, vendors, or projects.
Fully editable—add categories, change weights, rename sections, or extend checklists for your industry.
No add-ins required: Built with standard Excel formulas and validation for reliability.
Clean formatting & print-ready layouts for easy sharing as PDF.
Auditability: Transparent calculations so stakeholders can trace conclusions back to inputs.

Who it’s for

M&A & Corporate Development teams comparing multiple targets.
Investors (VC/PE/Angels) standardizing pre-investment reviews.
Lenders & Credit teams documenting risk factors.
Procurement/Third-Party Risk for vendor onboarding.
Founders & CFOs running pre-deal self-assessments.

How it works (3 steps)

Configure your category weights and risk thresholds.
Assess each checklist item (Y/N or scaled response) and add comments/evidence links.
Review the Executive Summary and Heatmap; export to PDF for stakeholders.

What you receive

Excel workbook (.xls) with all modules, dashboards, and registers.
Embedded guidance notes on key sheets for quick onboarding.

Compatibility

Microsoft Excel 2016/2019/2021/365 (Windows & Mac).
Works in Google Sheets with limited formatting/features (Excel recommended).

Licensing & support

Single-user commercial license (unlimited projects).
Fully editable for personal/business use. Redistribution of the template itself is not permitted.

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