Financial due diligence checklist
The information request list and workplan used on a mid-market buy-side FDD, organised by area with owner, status and reference columns so it doubles as a tracker.
Built into ZAF Tools workflows and generated from your mapped trial balance.
- Information request list by area
- QoE, NWC, net debt and cash flow procedures
- Forecast and business plan review steps
- Reporting and SPA support items
Why it matters in due diligence
This is one of the core workpapers of a financial due diligence engagement. The layout above is the one we used on live mandates before automating it in ZAF Tools.
Build it from your trial balance instead
Inside ZAF Tools, Import and Map TB, AI Map and Build FS create the statements this schedule draws on. Run Full FDD then produces statements, commentary and management questions in one pass. See how Deal document analysis works, or calculate the hours saved.
Comparing tools? See ZAF Tools vs DataSnipper.
More from the template library
Insert this template from the ZAF ribbon
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