Deal Checklists, Templates and Guides | Verdalyze

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Checklists, templates and guides to keep open on a live mandate, filed by deal stage and ready to copy.

For dated opinion and market notes, read our insights.

Deal stage

Type

ChecklistComps sanity checklistFind what a buyer's adviser would find: stale dates, broken EV bridges, mixed lease treatment and inflated precedents.Pitch and mandate
TemplateData room index templateA numbered index with a release stage on every line, and the UK and Canadian names for what buyers ask to see.Preparation
ChecklistCIM partner review checklistThe last read before a CIM leaves the firm: the story, the numbers, the claims, confidentiality and release.Marketing
TemplateDue diligence Q&A log templateOne row per question, with the columns that keep bidders, the seller and counsel on the same version.Due diligence
GuideQuestions to ask any AI vendor about client dataWhat to ask, what a good answer looks like and when to walk away, before client data reaches a vendor in the UK or Canada.Whole firm

Also for deal teams

Research hubFive studies with charts, sources and stated limits.Use casesThe work we have done, and the kind of firm we did it for.