Due Diligence Brief
Describe a deal and paste what you know, and get a due diligence brief Room: questions by area, the evidence to request for each, red flags to check and who to involve.
- Free
- No sign-up to try
- Works as you type
What you'll get
Make a due diligence brief (a working list, not legal or financial advice), with:
- questions by area: commercial, financial, legal, people, technology and operations
- the evidence or documents to request for each question
- red flags in what you pasted, marked as points to check
- an owner and status for each area
- a note that this is not legal or financial advice, and which professionals to involve
Written by AI from your answers when you create it: read it through before you use it.
Answer: Deal.
How it works
How the Due Diligence Brief works
- 1
Answer a few questions
Say what it's about and who it's for.
- 2
WZRD writes it
WZRD's AI writes it from your answers in about a minute.
- 3
Check and share
Read it through, edit anything in the Room, then share one link.
Worked example
What it makes
Make a due diligence brief (a working list, not legal or financial advice), with:
- questions by area: commercial, financial, legal, people, technology and operations
- the evidence or documents to request for each question
- red flags in what you pasted, marked as points to check
- an owner and status for each area
- a note that this is not legal or financial advice, and which professionals to involve
Written by AI from your answers when you create it. Read it through before you use or share it.
Who it's for
Who uses it
Founders buying or selling a business
See what will be asked and prepare the evidence.
Investors
Organise diligence questions before a term sheet.
Procurement teams
Check a strategic supplier before signing.
Good to know
What to consider
- Not legal or financial advice: involve lawyers, accountants and other specialists for a real deal.
- The questions are a starting list from your description; add the ones specific to your sector and country.
Questions
About the Due Diligence Brief
Does it check documents for me?
No. It tells you what to ask for and what to look out for. Reviewing documents is work for you and your advisers.
Who writes the content?
WZRD's AI writes it from your answers when you create it, so every one is different. Read it through before you use or share it: AI can make mistakes. You can edit everything in the Room.
Make your brief now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my briefRelated
Related tools
- Investment Memo GeneratorPaste your notes on a company and deal, and get an investment memo Room: the thesis, risks, market context from cited sources and the diligence questions to answer before deciding.
- Deal Room GeneratorEverything a buyer needs to decide, in one link made for them: the case, the proof, pricing and the close plan, with an AI agent that answers the buying committee.
- Risk Register Setup ChecklistMake a checklist for setting up and running a risk register: agree the scales, identify and rate risks, give each an owner and response, and review it regularly.