The 5 phases for a succesfull DD

‍

Phase 1: Kickoff & Scoping (1–2 days)

• Objectives: Align on deal objectives, key value drivers, and data sources.
• Activities: Stakeholder workshops; scoping matrix; initial repository audit.
• Deliverables: DD Charter document with scope boundaries, team roles, and high-level timeline.

Phase 2: Discovery & Data Collection (3–5 days)

• Objectives: Collect all relevant artifacts and surface immediate red flags.
• Activities: Automated code and dependency scans; stakeholder interviews; data-pull scripts.
• Deliverables: Raw findings log, initial heat-map of risk areas, and data inventory.

Phase 3: Deep Analysis (5–7 days)

• Objectives: Conduct in-depth technical, product, and team analyses; quantify impact.
• Activities: Code-quality assessments; feature-market fit workshops; cultural interviews.
• Deliverables: Scorecards for each domain, root-cause write-ups, and remediation recommendations.

Phase 4: Reporting & Review (2–3 days)

• Objectives: Synthesize insights into a buyer-ready dossier; validate accuracy.
• Activities: Draft presentation decks; circulate to SMEs for feedback; revise.
• Deliverables: Final buyer slide deck, executive summary, and Q&A log.

Phase 5: Handoff & Close-Out (1–2 days)

• Objectives: Ensure seamless transition post-close and capture lessons learned.
• Activities: Deliver all source files; conduct handoff call; document a “lessons learned” report.
• Deliverables: Handoff package, integration playbook, and continuous-improvement backlog.

Why This Roadmap Works

• Transparency: Defined phases with clear outputs build buyer confidence.
• Agility: Short, time-boxed sprints prevent scope creep and surface issues early.
• Repeatability: A templated approach reduces setup time by 50% on subsequent deals.

Your DD sprint doesn’t have to be a mad scramble. By codifying your process into five phases—Kickoff, Discovery, Analysis, Reporting, and Handoff—you deliver clarity, speed, and impact every time.

Would you like to streamline your next due diligence: 👉 Download Now

‍