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Manufacturing
Production facilities. Equipment, supply chain, environmental compliance.
75 day typical timeline4-6x 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
Equipment & Assets
Facilities & Leases
HR & Payroll
Environmental & Regulatory
Customer Contracts
Supplier Contracts
Insurance
IP & Proprietary Processes
Quality & Certifications
Industry-specific documents
These are the documents that matter most for manufacturing — things you'd miss with a generic checklist.
- 📄Equipment list with age, condition, and appraisals
- 📄Environmental permits and compliance history
- 📄ISO or quality certifications
- 📄Customer concentration and contract terms
- 📄Raw material supplier agreements
- 📄OSHA compliance records and incident history
- 📄Backlog and pipeline report
- 📄Proprietary process documentation and IP protection
- 📄Environmental assessment reports (Phase I/II)
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- Aging equipment requiring near-term capex
- Environmental contamination or liability
- Customer concentration above 30%
- Sole-source supplier dependency
- OSHA violations or safety incidents
- Unfunded pension or benefit liabilities
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Gross Margin %
Capacity Utilization %
On-Time Delivery Rate
Defect/Scrap Rate
Inventory Turnover
Backlog as % of Annual Revenue
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