DDQ Intake Demo

1. Company Overview

Core company profile and basic business information.

Company Legal Name *

DBA (if applicable)

Website

City

State

Country

Year Founded

Primary Industry

Number of Employees

Describe your business model and primary products/services. *

2. Ownership and Governance

Ownership, board, and key control rights.

Provide current ownership breakdown (name and percentage ownership)

Is there a Board of Directors?

Yes No

Are there shareholder agreements, transfer restrictions, ROFR, drag-along, or tag-along rights?

Yes No

If yes, please describe

Are there any outstanding options, warrants, SAFEs, convertible notes, or other convertible securities?

Yes No

If yes, please describe

3. Financial Profile

Historical and current financial information.

Revenue 2025

Revenue 2024

Revenue 2023

EBITDA 2025

EBITDA 2024

EBITDA 2023

Current year revenue (YTD)

Gross Margin percentage

Recurring revenue as percentage of Total revenue

Current cash balance

Total debt outstanding

Please upload financial statements for the last three years plus current YTD

4. Customers and Commercial Metrics

Customer concentration, contracts, and retention.

Number of active customers

Top five customers and percentage of total revenue

Customer name

% of revenue

Does any single customer represent more than 20% of revenue?

Yes No

Average contract length

Current backlog or bookings (if applicable)

Customer churn rate (if applicable)

Describe your company's key competitive advantages.

5. Intellectual Property, Team, and Legal

IP, key employees, litigation, compliance, bankruptcy, and tax matters.

6. Transaction Objectives and Certification

Transaction goals, timing, supporting materials, and final certification.

Type of transaction sought

Desired valuation range (if known)

Minimum acceptable proceeds to shareholders

Desired transaction timeline

Primary reason for pursuing a transaction

Desired post-transaction involvement of current ownership

Please upload pitch deck, cap table, and any other relevant supporting documents here

I certify that the information provided is accurate and complete to the best of my knowledge. *

Yes No

Name of Authorized Representative *

Title

Date *

Due Diligence Questionnaire

1. Company Overview

2. Ownership and Governance

3. Financial Profile

4. Customers and Commercial Metrics

5. Intellectual Property, Team, and Legal

6. Transaction Objectives and Certification