Back to generator
SEE THE PACK

What you get, before you begin.

One ZIP file containing a working Excel request list, a branded how-to PDF and matching folders. Explore an example below, then create a version named for your acquisition.

Create your pack No account or payment required
AN ACME LTD EXAMPLE

Choose a purchase type.

The structure stays familiar. The requests change to suit what is being acquired.

319due diligence requests
18numbered folders
2workbook + PDF guide
Acme Ltd — Due Diligence Pack
EXAMPLE PREVIEW
RefSectionDue diligence requestStatusResponse / N/A reasonDocument / file referenceNotes
1.1Corporate & ownershipProvide the company's full legal name, registered number, registered office and trading addresses.
3.2PropertyFor each leasehold property, provide copies of leases, licences to assign/alter, rent review memoranda and any side letters.
6.1FinanceProvide audited (or final) statutory accounts for the last 3 financial years and the latest management accounts (P&L, balance sheet, cash flow).
10.1Customers & suppliersProvide a breakdown of revenue by customer for the last 3 years, highlighting the top customers and their percentages of total revenue.
11.1People & employmentProvide an up-to-date employee schedule showing role, department, location, start date, FTE status, salary, bonus/OTE, benefits and notice period; provide identifiable personal details through an appropriate secure channel.
Start hereDD Request List

This preview shows real requests from the pack. The downloaded workbook contains the full list and starts with blank response fields.

FROM DOWNLOAD TO DUE DILIGENCE

See how it works in practice.

The ZIP gives you the starting structure. You decide where it lives and who can see or edit it.

  1. 01
    Extract the ZIP

    Keep the workbook and numbered folders together under the business name.

  2. 02
    Set up your shared location

    Put the pack in a secure place you control. Set access for the seller and advisers before sending a link.

  3. 03
    Use the request references

    Ask the seller to answer in the workbook and place supporting files in the matching folder, with the reference in each filename.

  4. 04
    Review and follow up

    Filter by status, check the evidence and mark anything irrelevant N/A with a reason. Keep buyer-only commentary separately if the workbook is shared.

ILLUSTRATIVE WORKING EXAMPLEAcme Ltd · PropertyThe downloaded workbook starts with blank responses.
REQUEST 3.2Provided

Provide the lease and related documents for the main business premises.

Seller responseMain premises lease uploaded.
File reference03 - Property / 3.2 - Main Premises Lease.pdf
03 - Property
3.2 - Main Premises Lease.pdf
REQUEST 3.4N/A

Owned-property title documents: No property is owned; premises are leased.

HOW TO SET IT UP

Put the pack to work in your own space.

The download includes a branded PDF with these instructions. You can work on your device or use a shared workspace such as a data room, Google Drive, OneDrive or Dropbox. DealExecute does not host your files or recommend a particular provider.

Using a shared folder

  1. Extract the ZIP first. Upload the whole pack folder, keeping the workbook next to the numbered folders. Check empty folders transferred; create any that are missing.
  2. Set access before sharing. Invite named seller and adviser accounts. Give editing rights only where needed and avoid an open public link.
  3. Test the workbook. Check the .xlsx file and status choices still work. If a service converts the workbook, use a compatible spreadsheet app and save it back to the same location.
  4. Send a handover note. Explain who updates the workbook, how to name evidence files and when the first response is due.

Working on your own device

Extract the ZIP into a restricted folder you control. Keep the numbered folders and workbook together. If you exchange copies with the seller, agree which workbook is the master and a date for returning updates.

During the review

Use request references in filenames, enter the file path in the workbook and select Open, Provided, Clarification or N/A. Give a reason for N/A and keep buyer-only notes outside a workbook shared with the seller.

Important: This pack is a general starting point, not legal, financial, tax, accounting, investment or other professional advice. It cannot identify every issue in your transaction. Have qualified advisers tailor the requests and review the answers before making decisions. Read the terms of use.

MADE TO BE USED

Take the structure into your own process.

Use the request references to connect the spreadsheet to documents in the numbered folders. Keep the pack in a secure location you control, and mark irrelevant requests N/A.

Create one for your target
Clear requests

A broad UK SME checklist, with the asset version focused on what transfers and what must be released or consented to.

Simple handover

Folders and request references line up, so sellers and advisers know where each response belongs.