All templates
📦
Distribution & Logistics
Wholesale and distribution. Vendor concentration, fleet, warehouse efficiency.
60 day typical timeline3-5x EBITDA
Document categories
The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.
Financial Statements
Tax Returns
Legal & Corporate
Customer Contracts
Supplier/Vendor Contracts
Equipment & Fleet
Facilities & Leases
HR & Payroll
Insurance
Permits & Licenses
Technology & WMS
Industry-specific documents
These are the documents that matter most for distribution & logistics — things you'd miss with a generic checklist.
- 📄DOT operating authority and safety rating
- 📄Fleet titles, registrations, and maintenance records
- 📄Customer contracts and pricing agreements
- 📄Supplier/vendor distribution agreements
- 📄Warehouse lease agreements
- 📄Warehouse Management System (WMS) data export
- 📄Driver qualification files and CDL records
- 📄Carrier and freight broker licenses
- 📄Insurance certificates (cargo, auto, general liability)
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- DOT safety rating below Satisfactory
- Customer concentration above 25%
- Single supplier dependency
- Aging fleet with high deferred maintenance
- Driver shortage or high turnover
- Warehouse lease expiring within 24 months
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Gross Margin %
On-Time Delivery Rate
Revenue per Mile
Fleet Utilization %
Order Fill Rate
Revenue per Employee
Run a distribution & logistics deal in minutes
Sign up, upload your documents, and the Distribution & Logistics template runs automatically. Free 14-day trial — no credit card required to start.