Fitness & Wellness

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 fitness & wellness — things you'd miss with a generic checklist.

• 📄Membership roster with tenure, plan type, and billing status
• 📄Membership contract templates and auto-renewal language
• 📄ACH and credit card billing reports with failure rates
• 📄Equipment inventory and depreciation schedule
• 📄Lease agreements with assignment and use restrictions
• 📄Personal trainer and instructor independent contractor agreements
• 📄Medical director agreement (med spa) and state licensing
• 📄Client waivers and release of liability forms
• 📄Franchise or brand agreements (if franchised)
• 📄Retail product inventory and supplement sales data

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

• Membership attrition above 5% monthly
• High percentage of frozen or suspended memberships
• Billing failure rate above 8%
• Lease assignment restrictions or kickout clauses
• Expiring personal trainer non-competes
• Medical director independence or oversight gaps (med spa)
• Pending consumer complaints about auto-renewal practices

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