Interactive due diligence checklist
Diligence is mostly about not missing anything. Choose your deal type, fundraise, acquisition, or general, and this tool generates the document checklist that a serious investor or buyer will ask for, organized by category. Tick items off as you gather them and watch your readiness score climb, then export the list. It mirrors the folder structure of a real data room, so once your checklist is green you know exactly what goes where.
How it works
- 1Pick your deal type to generate the right checklist.
- 2Check off documents as you collect them and track your readiness percentage.
- 3Export the checklist or open the matching data-room structure in Plox.
Frequently asked questions
What documents do investors ask for in diligence?+
Typically corporate and legal documents, financials and the model, key contracts, IP assignments, the cap table, employment and option documents, and any regulatory or compliance records. The exact list depends on the deal type and stage, which is why this tool tailors it.
How do I prepare for due diligence?+
Build the checklist early, gather documents into an organized data room before you need them, and keep everything current. Investors read speed and organization as a signal of how the company is run, so a clean data room helps you close faster.
What is a data room?+
A virtual data room is a secure, access-controlled space where you share diligence documents and track who views what. It is where the documents on this checklist live during a raise or a deal.
Organize these documents in a Plox data room
Plox is the secure way to share, track and run deals on the documents these tools help you create. Free to start.