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IT Due Diligence Pre-Intake Questionnaire

Please complete this pre-intake using the best information currently available. Exact answers are not required where information has not yet been confirmed. This form is intended to help scope the IT due diligence engagement and typically takes about 8–12 minutes.

Engagement & Contact

Primary Contact Name

*

Primary Contact Role

*

Primary Contact Email

*

Primary Contact Phone

Organization Name

*

Industry / Sector

*

Are there additional stakeholders involved?

*

A

Yes

B

No

Is there a signed Letter of Intent (LOI)?

*

A

Yes

B

No

C

Not yet / In progress

What is the target transaction or decision date?

*

Engagement perspective

*

A

Buyer-side

B

Seller-side

C

Investor / lender

D

Other

Transaction type

*

A

Acquisition

B

Merger

C

Investment

D

Divestiture

E

Financing

F

Other

Who will review the results of this assessment?

*

Executive leadership / board

Investors / lenders

Legal counsel

Internal IT / security

External advisors

Other