A diligence one-pager for M&A teams compressing target evaluation into an executive recommendation — drafted from data-room artifacts and operating data in Taskade.
What's Included
- Diligence Frame: Target Overview, Financials, Risks, Synergies, Recommendation on a List view
- Diligence Database: Table view with workstream, status, finding, owner
- Diligence Agent: AI agent reads data-room documents and drafts the recommendation summary
- Workstream Automation: Auto-route findings to correct workstream lead with deadline reminders
- Sharing Permissions: Role-based permissions so deal team sees all, advisors see scoped findings
Why This Template Wins
- Recommendation faster: Diligence Agent reads documents and drafts a structured recommendation
- Workstream coordination: Findings route automatically — no email tracker
- Compounding deal playbook: Past deal patterns feed agent — diligence surfaces what to look for
How to Use
- Clone this template into your Taskade workspace
- Customize workstreams (financial, legal, ops, tech, commercial)
- Connect your data room, CRM, financial-modeling tool
- Train the Diligence Agent on your deal thesis
- Set up automation triggers for finding routing and deadline reminders
FAQ
Does this work for buyside vs sellside diligence?
Yes. Buyside emphasizes risk discovery and synergy validation; sellside emphasizes opportunity framing and answer prep. Diligence Agent adapts.
Can the agent extract red flags from documents?
Yes. Agent reads the data room and surfaces inconsistencies, missing artifacts, and high-risk findings for human review.
What plan supports M&A confidentiality?
Business ($40/mo) supports the audit logs and access controls M&A work requires. Enterprise ($400/mo) adds dedicated support and SSO.
CTA
Try this template free in Taskade. For data room setup, see /learn/automation/automations-execution. Pair with Investor Dashboard apps. Browse M&A apps in the Community Gallery.