Checklists you can take into the room
Five printable resources for diligence prep, data rooms, AI readiness and governance starters. Previews are open. Full checklists unlock with email.
Free to access, we just ask for an email. Print or save as PDF from your browser once unlocked. Pair with the interactive tools when you want a scored result first.
Pick the pack that matches the next conversation.
Each page shows what is inside before the email step. Unlock once per browser session, or return with ?unlocked=1 after the email form redirect.
Tech DD Question Bank
Expanded discovery questions across finance/ops, technology, data/privacy and people.
PE Data Room Checklist
Systems register, metric dictionary, EBITDA lineage, DPAs, Article 30, MFA and more.
AI Readiness Checklist
Practical checks aligned to the maturity pyramid and enterprise diagnostic dimensions.
Governance Starter Pack
Systems register fields, classification levels and the first thirty days of action.
Sample Report Outlines
Anonymised structures for Tech DD lite, margin audit findings and maturity diagnostics.
Run a tool, then print the checklist.
Interactive bands live under Tools. Frameworks and self-assessments live on the Data Stack hub.