Due Diligence Task Tracker Template

Due Diligence Task Tracker in Priority Matrix

Keep track of due diligence tasks and deadlines for thorough evaluation of potential investments.

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2. Start adding your items to the matrix
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Proposed Tasks

High Impact, Immediate Deadline

• Initial Screening due in 1 day
  ☐ Review business plan ☐ Assess market size ☐ Evaluate competition
• Detailed Analysis due in 1 week
  ☐ Conduct financial analysis ☐ Evaluate management team

High Impact, Future Deadline

• Reference Checks due in 2 weeks
  ☐ Check references provided ☐ Confirm business credentials
• Site Visit due in 3 weeks
  ☐ Arrange visit to business ☐ Verify physical assets
• Investment Structure due in 1 month
  ☐ Determine valuation ☐ Plan investment structure
• Negotiation due in 5 weeks
  ☐ Negotiate terms ☐ Discuss exit strategy
• Term Sheet due in 6 weeks
  ☐ Prepare term sheet ☐ Review and revise

Low Impact, Immediate Deadline

• Legal Review due in 2 months
  ☐ Conduct legal review ☐ Address legal issues
• Final Due Diligence due in 9 weeks
  ☐ Complete final checks ☐ Confirm all information
• Investment Decision due in 10 weeks
  ☐ Make final decision ☐ Document reasons

Low Impact, Future Deadline

• Deal Closing due in 3 months
  ☐ Close the deal ☐ Transfer funds
• Post-Investment Monitoring due in 4 months
  ☐ Monitor progress ☐ Provide support