Run acquisition diligence workstreams in parallel — financial, legal, technical, and people — surfacing red flags early enough to shape the deal.
Execs and corp-dev leads running buy-side M&A diligence.
Quick answer
The M&A diligence tracker template is a ready-made workspace for Execs and corp-dev leads running buy-side M&A diligence.
M&A diligence tracker template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Diligence
Technical diligence — codebase, security, and tech debt
Assess integration cost and any material liabilities.
Financial diligence — quality of earnings review
People diligence — key-employee retention risk
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
An item is flagged 'Red flag'
Then
Escalate to the deal lead immediately with the impact assessment
When
All workstreams reach 'Cleared'
Then
Notify the deal lead that diligence is complete for the decision
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
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