Download our free due diligence Excel template
Track your M&A due diligence findings
Deal teams and advisors can use our tracker to record and share their due diligence findings in our purpose-built Excel template.
Bring order to the chaos of how diligence findings are tracked and shared on your next deal
Our free Excel template captures some of the key features from the SiSo Diligence platform in an easy-to-use format that helps diligence teams and advisors:
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Establish a simple structured format for communicating diligence findings across workstreams;
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Keep track of those findings before and after due diligence reports have been finalised; and
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Match risks to proposed mitigants in a format that can easily be added to your internal memos for sign-off.
What's included in our Excel template?
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Cover Sheet: Capture transaction details, including start date, project and target names, operating territories, sectors, and team information.
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Log key diligence findings including: description, status, category, source, jurisdiction, risk, value, probability and proposed mitigant(s).
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Dashboard: Quickly get a snapshot across your diligence findings, including widgets that show: the number of risks, how many remain unresolved, risk ratings and follow-up actions.
Complete this form to download the SiSo
Diligence Tracker
