The right checklist for every deal
Every industry has its own diligence quirks — liquor licenses, payer contracts, ARR retention, lien risk, DOT compliance. Pick the template that fits your target and skip weeks of checklist building.
Browse all 17 industries
Click any industry to see its full template — document categories, industry-specific requirements, common red flags, and key metrics.
Food & Beverage
Restaurants, bars, cafes, food trucks. Liquor licenses, health inspections, POS data.
Healthcare & Medical
Medical, dental, clinics. Provider credentials, payer mix, HIPAA compliance.
Technology / SaaS
SaaS, software companies. ARR, churn, code audit, IP protection.
Professional Services
Accounting, legal, consulting. Client retention, billable hours, partner risk.
Retail & E-Commerce
Brick-and-mortar and online retail. Inventory, channel mix, customer LTV.
Manufacturing
Production facilities. Equipment, supply chain, environmental compliance.
Home Services
HVAC, plumbing, landscaping. Recurring contracts, route density, technician retention.
Distribution & Logistics
Wholesale and distribution. Vendor concentration, fleet, warehouse efficiency.
Construction & Trades
GCs, electrical, framing. Project backlog, bonding capacity, lien risk.
Automotive Services
Dealerships, repair shops. Service revenue mix, parts inventory, EPA compliance.
Real Estate Services
Brokerages, property management. Agent count, listing pipeline, recurring fees.
Financial Services
RIAs, wealth managers, lenders. AUM, regulatory standing, client retention.
Hospitality & Lodging
Hotels, motels, B&Bs. RevPAR, occupancy, brand affiliation, condition assessment.
Fitness & Wellness
Gyms, studios, spas. Membership churn, contract terms, equipment age.
Logistics & Transportation
Trucking, freight, last-mile. Fleet condition, driver retention, DOT compliance.
Education Services
Schools, tutoring, training. Accreditation, student retention, regulatory compliance.
General Business
Universal template for businesses outside the specialized industries.
Don't see your industry?
The General Business template covers most companies outside the specialized verticals. Or upgrade to Professional and we'll help you build a custom template for your specific thesis.