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Full buy-side diligence

Build the case from the evidence

Apply the buy-side checklist, connect findings to their sources, and carry the review into the investment memorandum.

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Can the evidence support the investment case?

A full review brings workstreams together. Commercial terms, ownership records, employment documents, and unresolved requests all need a place in the final risk register.

Inside the work product

Explore a
diligence review

Browse a sample investment committee memo, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Investment committee memo

Executive view

Resolve the earnings adjustment and currency difference before finalizing the investment case. Keep customer consent visible in the closing discussion.

Matters for attention

01
Earnings adjustment

The adjustment combines remediation with support. Separate ongoing costs before accepting the full add-back.

Management earnings bridge · note 4
02
Currency reconciliation

The stated rate implies $1,296,000, leaving a $24,000 difference to explain.

Revenue schedule · European subsidiary
03
Customer consent

Confirm whether the proposed transaction triggers consent before relying on the contract at close.

Acme customer agreement · §12.3

Evidence reviewed

  • Management earnings bridge
  • Subsidiary revenue schedules
  • Key customer agreements
Prepared for investment review01
Follow the complete workflow

From source to investment case

Inspect the earnings review

Earnings reviewEvercrest Group
Management update.csv
RowDescriptionAmount (USD)
3Claimed adjusted EBITDA12,700,000
4Claimed maintainable EBITDA12,150,000
5Cyber add-back

Support package incomplete.

Source excerpt · rows 3–5
Earnings quality

An adjustment
needs support

Management earnings include a $230,000 cyber add-back with incomplete support.

Pending verificationExclude $230,000

Outstanding diligence

Request the supporting schedule and evidence for the cyber add-back.

Financial due diligenceSource-linked finding

Management update.csv

Source excerpt · rows 3–5

RowDescriptionAmount (USD)
3Claimed adjusted EBITDA12,700,000
4Claimed maintainable EBITDA12,150,000
5Cyber add-back230,000

Support package incomplete.

A review with a clear purpose

  1. Set the review scope

    Apply your firm’s checklist and track the evidence available for each diligence requirement.

  2. Develop and review the findings

    Extract commercial terms, inspect source clauses, and assign issues to the people responsible for resolving them.

  3. Close the evidence gaps

    Follow seller requests and supporting documents through the review, retaining unresolved questions for the investment discussion.