Private Equity Due Diligence Questionnaire

Private Equity Due Diligence Questionnaire — Form Fields

This finance template includes 12 fields. Collect management responses for private equity due diligence with financials, operations, and legal. Free to customize and use on ZenBuild.

• Company Name (text, required)
• CEO/Contact Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Revenue Last Fiscal Year ($) (number, required)
• EBITDA Last Fiscal Year ($) (number, required)
• Current Headcount (number, required)
• Growth Stage (dropdown selection, required) — options: Early Stage, Growth Stage, Mature, Pre-IPO
• Overview of competitive advantages and moat (long text, required)
• Any pending litigation? (dropdown selection, required) — options: Yes, No, Settled
• Audited financials available? (dropdown selection, required) — options: Yes - Big 4, Yes - Regional Firm, Reviewed Only, No
• Key risks and mitigation strategies (long text, required)