This is a software company request list for documents to be used in the due diligence review. It asks for material agreements, litigation documents, environmental materials, employment contracts, real property documents, and all other materials deemed to be necessary for the review.
Connecticut Software Company Due Diligence Request List is a comprehensive checklist of information and documents that potential investors or acquirers seek from a software company based in Connecticut before making an investment or acquisition. This due diligence process helps the interested parties assess the risks, opportunities, and overall health of the software company. The purpose of the Connecticut Software Company Due Diligence Request List is to gather all necessary information to evaluate the financial, legal, operational, and commercial aspects of the software company. The list typically includes various categories of requests, such as: 1. Financial Due Diligence: — Audited financial statements for the past three years — Tax returns, including federal, state, and local — Accounts receivable and accounts payable details — Profit and loss statement— - Cash flow statements — Budgets and forecast— - Debt or loan agreements — Bank statements and loan documentation — Financial ratios and key performance indicators 2. Legal Due Diligence: — Articles of Incorporation/Formation and bylaws — Shareholder agreements or operating agreements — Contracts and agreements with customers and suppliers — Intellectual property documents (patents, trademarks, copyrights) — Litigation history and pending lawsuits — Regulatory compliance record— - Insurance policies — Employment agreements and personnel records — Environmental assessments, if applicable 3. Operational Due Diligence: — Company organizationastructureur— - Access to software code and development documentation — Technology infrastructure and system— - Inventory and assets — Production and servicprocessse— - Quality control and certifications — Supply chain and vendor relationship— - Regulatory permits and licenses — IT security measure— - Customer support and service agreements 4. Commercial Due Diligence: — Sales and marketing strategies and plans — Market analysis and competitive landscape — Customer base and revenubreakdownow— - Product/Service portfolio description — Sales pipeline and conversion rate— - Customer testimonials and references — Pricing and pricing model— - Distribution channels — Partnerships and alliances The Connecticut Software Company Due Diligence Request List may slightly vary depending on the nature and size of the software company, as well as the specific requirements of the interested investors or acquirers. However, the list typically encompasses a comprehensive range of financial, legal, operational, and commercial aspects to ensure a thorough evaluation of the software company's viability and potential.
Connecticut Software Company Due Diligence Request List is a comprehensive checklist of information and documents that potential investors or acquirers seek from a software company based in Connecticut before making an investment or acquisition. This due diligence process helps the interested parties assess the risks, opportunities, and overall health of the software company. The purpose of the Connecticut Software Company Due Diligence Request List is to gather all necessary information to evaluate the financial, legal, operational, and commercial aspects of the software company. The list typically includes various categories of requests, such as: 1. Financial Due Diligence: — Audited financial statements for the past three years — Tax returns, including federal, state, and local — Accounts receivable and accounts payable details — Profit and loss statement— - Cash flow statements — Budgets and forecast— - Debt or loan agreements — Bank statements and loan documentation — Financial ratios and key performance indicators 2. Legal Due Diligence: — Articles of Incorporation/Formation and bylaws — Shareholder agreements or operating agreements — Contracts and agreements with customers and suppliers — Intellectual property documents (patents, trademarks, copyrights) — Litigation history and pending lawsuits — Regulatory compliance record— - Insurance policies — Employment agreements and personnel records — Environmental assessments, if applicable 3. Operational Due Diligence: — Company organizationastructureur— - Access to software code and development documentation — Technology infrastructure and system— - Inventory and assets — Production and servicprocessse— - Quality control and certifications — Supply chain and vendor relationship— - Regulatory permits and licenses — IT security measure— - Customer support and service agreements 4. Commercial Due Diligence: — Sales and marketing strategies and plans — Market analysis and competitive landscape — Customer base and revenubreakdownow— - Product/Service portfolio description — Sales pipeline and conversion rate— - Customer testimonials and references — Pricing and pricing model— - Distribution channels — Partnerships and alliances The Connecticut Software Company Due Diligence Request List may slightly vary depending on the nature and size of the software company, as well as the specific requirements of the interested investors or acquirers. However, the list typically encompasses a comprehensive range of financial, legal, operational, and commercial aspects to ensure a thorough evaluation of the software company's viability and potential.
