A merger and acquisition risk register for corporate development, integration leads, and CFOs tracking deal, integration, and post-close risks in Taskade.
What's Included
- Risk Database: Risk, phase (LOI/diligence/close/integration), category, owner, status
- Diligence-Finding Agent: AI agent reads diligence docs and surfaces material findings
- Integration Milestone Tracker: Gantt view of integration phases with risks attached to milestones
- Synergy Tracker: Promised synergies vs. actuals with variance flags
- Cultural-Fit Risk Log: People-related integration risks per function
- Post-Close Review: 30/90/180 day automated reviews
Why This Template Wins
- Diligence findings don't disappear: Agent ensures every material finding becomes a tracked risk through close and integration
- Synergy variance early: Flags synergy shortfalls in months 3-6, not at the year-1 board review
- Integration milestones with risks attached: Each milestone has its risk profile visible
How to Use
- Clone this template into your Taskade workspace
- Customize phases and synergy structure for your deal
- Connect your deal room, Slack, finance system
- Train the Diligence-Finding Agent on your diligence checklist
- Set up milestone triggers for integration reviews
FAQ
Does this work for both buy-side and sell-side?
Yes. Buy-side focuses on diligence and integration risks; sell-side focuses on disclosure and process risks. Same template, different phases.
Can the agent compare to past deals?
Yes. Run multiple deals in the same workspace; the agent surfaces patterns across deals and flags repeats.
What plan supports corporate development?
Business ($25/mo) recommended for the audit logs and access controls deal-confidential work needs.
CTA
Try this template free in Taskade. For deal-room integration, see /learn/automation/automations-execution. Pair with Investor Dashboard. Browse more strategy apps in the Community Gallery.