Looking for an efficient way to manage due diligence tasks?
Download our free Due Diligence Checklist Template in Google Sheets, Excel, or PDF and customize it to fit your needs.
The template helps you organize required information, monitor progress, and maintain a clear record of your due diligence activities.
What Is a Due Diligence Checklist Template?
A due diligence checklist template is a structured document used to systematically evaluate and verify key information about a business, investment, or transaction before finalizing a decision.
By providing a reusable framework, the template helps buyers, investors, or advisors conduct thorough and consistent investigations, reducing risk and supporting informed decision-making.
Download Spreadsheet Daddy’s Free Due Diligence Checklist Template
Our Due Diligence Checklist Template helps you track and manage every step of the due diligence process in one organized place, from financial and legal reviews to compliance and operational checks.
What’s included
- Comprehensive task-tracking columns: The template includes eight dedicated fields: Item, Category, Responsible Person, Due Date, Priority, Documents Received, Done, and Notes, giving you a complete framework to log every due diligence task, assign clear ownership, and track progress from start to finish.
- Built-in completion checkboxes: The Done column features clickable checkbox icons for each entry, letting you mark tasks complete at a glance without needing to type status updates manually.
- Priority and category organization: Dedicated Category and Priority columns let you group related tasks (such as financial, legal, or operational items) and flag which ones need immediate attention, helping you stay focused on what matters most during the review process.
- Documentation tracking built in: The Documents Received column lets you note which supporting files, contracts, or records have been collected for each item, keeping your paper trail organized and audit-ready.
- Space for detailed context: The Notes column provides space to record additional context, follow-up actions, or observations for each checklist item, ensuring nothing gets lost as the due diligence process progresses.
Add or remove columns as needed to fit your specific process.
Use the links below to download a free Due Diligence Checklist template in the file format that suits your workflow:
How to Use Our Due Diligence Checklist Template
1. Get instant access to the Due Diligence Checklist template in Excel, PDF, or Google Sheets format and start organizing your review process.
2. Add each due diligence task by entering the item name, category, assigned person, deadline, and priority level. Track received documents and mark the checklist boxes as items are completed.
3. Use the Notes section to include additional comments, recommendations, follow-up actions, or any important details related to the due diligence review.
