Checklist • 6 min read
Due Diligence Extraction Checklist
Essential data points to extract from information memoranda, financial statements, and legal documents.
Financial Data Points
- • Revenue (last 3 years)
- • EBITDA & Margins
- • Cash Flow Metrics
- • Debt & Liabilities
- • Key Financial Ratios
Operational Metrics
- • Customer Base & Retention
- • Market Share
- • Growth Rate
- • Key Contracts
- • Dependencies & Risks