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General Business
Universal template for businesses outside the specialized industries.
60 day typical timelineVaries
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
HR & Payroll
Customer Contracts
Supplier Contracts
Leases & Real Estate
Insurance
Permits & Licenses
Banking
Industry-specific documents
These are the documents that matter most for general business — things you'd miss with a generic checklist.
- 📄3 years audited or reviewed financial statements
- 📄3 years business and personal tax returns
- 📄Corporate formation and ownership documents
- 📄All material customer contracts
- 📄All material supplier/vendor contracts
- 📄Lease agreements for all facilities
- 📄Insurance certificates (GL, property, workers comp)
- 📄Employee roster and compensation schedule
- 📄Business licenses and permits
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- Customer concentration above 30%
- Undisclosed liabilities or contingent obligations
- Owner dependency risk
- Declining revenue trend
- Unresolved litigation or regulatory actions
- Weak internal controls or accounting practices
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Revenue Growth %
EBITDA Margin %
Gross Margin %
Customer Retention Rate
Revenue per Employee
Run a general business deal in minutes
Sign up, upload your documents, and the General Business template runs automatically. Free 14-day trial — no credit card required to start.