Due Diligence Checklist for M&A

When entering due diligence, it's important to know what information to share and when to share it to ensure a timely process. Our due diligence checklist can easily be uploaded to a virtual data room and is designed to ensure you share or seek the appropriate information rapidly during partnering, licensing, M&A or an asset sale.

Upload the checklist to a ShareVault VDR, and it will automatically create a table of contents with folders for each checklist item. Watch this short two-minute instructional video or follow the instructions below for instructions on uploading the due diligence checklist to a ShareVault.


  • Copy the entire due diligence checklist. Make sure to select the list of hierarchical text from the Excel sheet.
  • Log in to your ShareVault or request a free trial to start using your checklist immediately.
  • Add a tag by clicking the plus sign (+) next to the "Tags" header on the left-hand side on the screen.
  • Paste the text copied into that tag. The system automatically detects that you are pasting a hierarchical list of tags (your table of contents) and even creates the appropriate descriptions as folders.

Start saving time and download the checklist today. If you are not using ShareVault, request a free trial below.


the checklist



ShareVault’s secure document sharing solution gives organizations of all sizes in all industries the confidence to simply and securely share sensitive documents with third parties during highly sensitive business transactions, such as due diligence, fundraising, board communications, or any circumstance when it is crucial that confidential information is maintained under the highest level of security and control.

Compared to consumer-grade solutions, ShareVault virtual data rooms offer many features that give you control and document intelligence with the highest level of document protection and monitoring available. Learn more