Education Services

The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.

These are the documents that matter most for education services — things you'd miss with a generic checklist.

• 📄State operating licenses and accreditation certificates
• 📄Enrollment roster by program with tuition and retention data
• 📄Tuition collection and financial aid schedules
• 📄Teacher and instructor certifications and background checks
• 📄Curriculum and materials (owned vs licensed)
• 📄Facilities lease with permitted-use confirmation
• 📄Student records confidentiality and FERPA compliance procedures
• 📄Regulatory audit reports (state education agency)
• 📄Parent and student contracts and refund policies
• 📄Waitlist and pipeline data

The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.

• Declining enrollment or waitlist collapse over past 2 years
• Accreditation warning or probation status
• Background check gaps or Title IX / safeguarding incidents
• High teacher turnover above 25% annually
• Tuition collection issues with significant accounts receivable aging
• Licensed facility non-compliance (zoning, ADA, fire code)
• Pending state regulatory investigations

Pulled from financial statements and operational data, these metrics anchor the diligence narrative.