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Diligence Readiness Scorecard
Expose operational gaps before a management team enters a live deal process.
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Diligence readiness
Needs work — 3 gaps detected
3 gaps detected
Top risk: Key-man dependency — org chart and succession plan needed
Quick win: Document decision rights, key client relationships, and escalation paths
- • Company type: Saas
- • Reporting cadence: Monthly
- • Key-man risk: Present
- • Financial model: Partial
Illustrative readiness signal. Actual diligence requirements vary by deal type, buyer, and transaction size.
Inputs
- • Data availability
- • Reporting cadence
- • Key metrics clarity
- • Owner dependency
Outputs
- • Readiness score
- • Top diligence risks
- • Prioritized cleanup plan
Embed summary
Embeddable scorecard that turns a few signals into a high-level readiness readout.