A due diligence questionnaire is essential for any significant transaction—M&A, investment, or major vendor engagement. The challenge is collecting comprehensive information efficiently while ensuring nothing critical is missed. Traditional due diligence questionnaires are spreadsheet-based, creating version control issues and making it difficult to compare responses across targets. Talkpoint transforms due diligence into a structured, scoreable process. Your due diligence questionnaire captures company overview, financials, legal status, operations, technology, and risks in an organised format. Category scores highlight areas of strength and concern, while AI-generated insights flag items requiring deeper investigation. The result is due diligence that's faster, more consistent, and more insightful.
Template questions (preview)
A sample of the questions included in Due Diligence Questionnaire. Use this template as a starting point, then customise it to your workflow.
Company Overview
Basic information about the organisation, its history, structure, and market position. This establishes context for deeper due diligence. High scores indicate transparency and clear positioning; low scores may reveal complexity or opacity.
- •Company legal name and structure
- •Year founded and brief history
- •Primary products/services and target market
- •Number of employees
Showing 4 of 5 questions in this section.
Financial
Financial health, revenue trends, profitability, and capital structure. Financial due diligence is foundational to valuation and risk assessment. High scores indicate strong financials; low scores warrant deeper investigation.
- •Annual revenue (most recent year)
- •Revenue trend over past 3 years
- •Profitability status
- •Key customer concentration (% of revenue from top 3 customers)
Legal & Compliance
Legal structure, regulatory compliance, pending litigation, and contractual obligations. Legal issues can derail transactions or create hidden liabilities. High scores indicate clean legal status; low scores require legal review.
- •Corporate structure (subsidiaries, jurisdictions)
- •Any pending or threatened litigation?
- •Regulatory licenses or certifications held
- •Material contracts (key customers, suppliers, partnerships)
Operations
Operational capabilities, processes, key dependencies, and scalability. Operational due diligence reveals execution risk and integration complexity. High scores indicate mature operations; low scores suggest operational risk.
- •Key operational processes
- •Critical suppliers or dependencies
- •Scalability of current operations
- •Key operational risks or challenges
Want the full template? Start a scan and you can edit every question.
How it works
From scan to conversation in three simple steps
Customise your questionnaire
Start with our due diligence template. Add questions specific to your industry, deal type, or evaluation criteria.
Distribute to targets
Send to acquisition targets, investment prospects, or vendors. They complete the questionnaire online.
Analyse and compare
Review category scores across all sections. Use insights to guide deeper diligence and decision-making.
What you get
Everything you need to start better sales conversations
Comprehensive coverage
Structured questions covering company, financial, legal, operational, technology, and risk dimensions.
Risk flagging
Category scores highlight areas of concern that require deeper investigation.
Consistent process
Every target completes the same due diligence questionnaire. Compare responses objectively.
Investigation guidance
AI insights flag responses that warrant follow-up questions or document requests.
Deal documentation
Export branded PDF reports for deal files, investment committees, or board presentations.
Secure collection
Sensitive due diligence information collected through a secure, professional platform.
When to use this
Common scenarios where this approach adds value
M&A transactions
Preliminary due diligence to assess acquisition targets before deeper investigation.
Investment evaluation
Gather information from companies seeking investment or partnership.
Vendor assessment
Evaluate vendor capabilities, stability, and risks before major contracts.
Partner due diligence
Assess potential partners or JV candidates before formalising relationships.
Example talking points
AI-generated conversation starters based on scan responses
- 1Revenue has grown 35% annually but customer concentration is high—top 3 clients represent 60% of revenue. Let's understand retention risk.
- 2No pending litigation is positive, but the 'partially' response on regulatory compliance warrants a deeper legal review.
- 3Cybersecurity maturity scored 'Developing.' Given data sensitivity, we should include a technical security assessment.
- 4The biggest risk cited is 'key person dependency.' Let's explore succession planning and knowledge transfer.