Diligence / English starting point
Due diligence document request list template
Free acquisition document request list in Excel, with a data room index, editable Word request letter and PDF guide.
Document preview
What’s included
- Requests for financial, commercial, legal, people and operating records
- Stable request references and a matching data room index
- Requested, received and reviewed states with owner and deadline fields
- An editable seller request letter and secure-sharing instructions
Excel workbook · Editable Word · PDF
A starting point for the actual deal.
Use one organized request list to explain what records you need, who should provide them and when. The workbook groups requests by business topic and links them to a data-room index. Ask for a manageable first batch, record what arrives and keep follow-up questions visible. The Word letter supplies a practical starting message that you can adapt before sending.
Generic English edition. Governing law and transaction details require your review.
How to use this template
- Remove requests that do not apply and specify the needed reporting periods.
- Review authorization and confidentiality before asking for sensitive records.
- Send a limited first batch through the agreed secure channel.
- Link received evidence and record follow-ups separately from completion of diligence.
Common questions
Should I send the entire list at once?
Not necessarily. Choose a first batch that allows the initial assessment, then request further records as questions arise. Adapt timing and scope to the business and the stage of discussions.
Where should the seller upload records?
Use an authorized secure data room or the channel agreed with your advisers. Keep passwords, personal identity numbers and unnecessary employee information out of this tracker.
Keep the next step in view.
Use the business buying guide for the full process, or review the due diligence guide for deeper checks.
Download the general buyer checklist PDF
These English resources are general starting points. Adapt them to the business, transaction and governing law with your advisers. They are not jurisdiction-specific legal documents or a substitute for professional advice. Free to adapt for your own business or transaction. Redistribution as a template product is not included.