Interactive Builder for Software Acquisitions
This private equity due diligence checklist covers Financial, Commercial, Product, Technology, Legal, and Organizational workstreams for software company acquisitions. Select your current diligence phase below to generate a tailored checklist with information requests and action items.
Private equity due diligence for software acquisitions requires systematic evaluation across Financial, Commercial, Product, Technology, Legal, and Organizational workstreams. This checklist organizes 121 actionable items by deal stage—from initial Teaser review through Close—ensuring comprehensive coverage of critical diligence areas.
In compressed deal timelines, private equity teams risk overlooking critical diligence areas across multiple workstreams. A structured private equity due diligence checklist ensures:
This private equity due diligence checklist covers comprehensive workstreams for B2B software acquisitions. Each deal stage includes:
Topics span financial performance analysis, commercial strategy evaluation, product roadmap assessment, technology architecture review, legal and IP verification, organizational structure analysis, and security compliance validation. The checklist adapts to your diligence phase—early-stage items focus on publicly available information and management presentations, while later stages assume data room access and management interviews.
After selecting your diligence phase and reviewing relevant items, export your customized private equity due diligence checklist to Excel. The exported file maintains formatting and organization, making it easy to assign ownership, track completion status, and incorporate into broader diligence workstreams.