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8 professional-grade due diligence templates in CSV format. Used by investment banks, PE firms, and corporate development teams. Download, customize, and execute.
A 120-row request list covering every workstream of a buy-side M&A process — corporate, financial, commercial, tech/IP, HR, and operations. Identifies exactly what to ask the seller for, with required-vs-optional and priority tags.
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Best for: Buy-side M&A teams and PE deal teams
The 133-row folder structure and document list that sellers use to organize a sell-side data room — every document, every folder, with purpose notes. Map directly into your VDR's folder structure on day one.
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Best for: Sell-side advisors and corporate development teams
134-row financial workbook covering the full P&L, balance sheet, cash flow, working capital, SaaS KPIs, and projections. Use it to standardize the financial information you request from sellers, or to prepare your own financials for sale.
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Best for: CFOs, controllers, and financial due diligence teams
98-row legal checklist covering corporate records, material contracts, litigation, IP, regulatory compliance, employment, real estate, and insurance. The complete due diligence request list for any legal team.
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Best for: In-house counsel, outside law firms, and M&A attorneys
77-row technical and security checklist covering architecture, infrastructure, software development, security controls, compliance certifications, privacy, and engineering team. Built for SaaS, AI, and tech-enabled businesses.
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Best for: Technical diligence teams, CISOs, and CTOs
86-row data room index for early-stage fundraising. Organized by what VCs actually ask for — executive summary, company overview, financials, product, customers, team, and legal. From pre-seed to Series A.
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Best for: Founders raising a Series A and their advisors
Pre-built Q&A tracker with 25 sample questions covering every workstream. Track questions by category, owner, due date, priority, and answer status. Replaces chaotic email threads during due diligence.
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Best for: Deal teams managing high-volume Q&A during due diligence
25-row risk register template with pre-populated M&A diligence risks. Score risks by likelihood and impact, assign owners, and track mitigation status. Use it as a starting point and customize for your deal.
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Best for: Deal teams tracking diligence findings and post-close risks
All templates are CSV files — open them in Excel, Google Sheets, or Numbers. Customize the rows for your transaction, then execute the diligence in a virtual data room.
Click any download button to get the CSV file. No signup, no email gate, no payment.
Open in your spreadsheet app, add or remove rows, and tailor the scope for your specific deal.
Use the sell-side index to structure your data room, or the buy-side list to drive your diligence process.
Fundraising?
Pre-Seed, Seed, and Series B+ data room indexes plus investor DD question bank, monthly update, cap table, and term sheet comparison.
Need the narrative version?
Read the comprehensive M&A and Series A checklists online, with explanations for every item.
The 200+ item guide
The most complete due diligence checklist online — 200+ items across every workstream.
SpaceNexus comes with built-in due diligence workflows, AI-powered auto-indexing, structured Q&A, and the security infrastructure that deal teams need.