Template · Legal and compliance
Document checklist: Acquisition due diligence
Who asks whom: The buyer to the target company
8 documentsFree
Free. You can change everything before sending.
The 8 documents to request
- Articles of associationDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Company registration extract (Kbis)Less than 3 months old.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Key contractsDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- LeasesDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Financial statementsDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Anonymised staff listDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Pending litigationDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Can you answer the due diligence questionnaire?Written answer
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (acquisition due diligence)?
This template lists 8 documents: articles of association, company registration extract (Kbis), key contracts, leases, financial statements, anonymised staff list, pending litigation, can you answer the due diligence questionnaire?.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
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Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026