Due Diligence - Material Contracts
Due Diligence Documents for Company Contracts
By
AnyDB
The Due Diligence – Material Contracts template is a specialized checklist used during M&A, investment, or audit processes. It enables organizations to systematically collect and assess information about key contractual obligations, exposures, and rights. The structured format makes it easier to gather, categorize, and prioritize documentation and contracts essential for legal, financial, and operational due diligence.
Suitable for
Description
This template is designed to help businesses track and review material contracts by type, priority, and completion status. It includes items like lease agreements, employment contracts, liens, IP licenses, exclusivity agreements, and more. Users can upload relevant files, set the priority for each item (High, Medium, Low), and track completion status. The checklist format ensures consistent documentation gathering and provides visual indicators for review progress.
Key Data Stored
- Company Name
- Contract Categories – Includes lease agreements, customer contracts, licensing, exclusivity, financing, and government agreements
- Checklist Descriptions – Detailed prompts for what to provide or review
- File Attachments – Optional uploads for supporting documents
- Completion Status – Tracked as Completed, Incomplete, or Not Applicable
- Priority Level – High, Medium, or Low, used for sorting and color coding
Business Use Cases
- Mergers and Acquisitions: Ensures all material agreements are reviewed and available for buyers or investors.
- Investment Due Diligence: Helps VCs or private equity firms conduct structured diligence before investing.
- Internal Compliance Audits: Allows legal or operations teams to regularly audit key agreements and reduce risk exposure.
- Contract Risk Review: Highlights areas of potential contractual liability or high-priority items needing legal review.
Why This Template is Powerful
- Comprehensive Coverage: Includes a wide range of material contract types across leasing, employment, IP, finance, and government agreements.
- Built-in Prioritization: Enables teams to quickly focus on high-priority items using clear status and color-coding.
- Progress Tracking: Visual completion metrics give users and stakeholders an at-a-glance view of diligence progress.
- Centralized Document Management: Combines contract descriptions, uploads, and commentary into a single location for clarity and traceability.