When you need it
Use at the start of technical acquisition due diligence and update as review questions become more specific. Align requests with the actual transaction perimeter and the buyer's next decision milestone.
XLSX /
AI tools and documents for engineering and project management.
Technical Due Diligence Information Request
Define transaction-specific technical information needs and track what was actually provided.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
The request list focuses document collection on decision-relevant questions. It distinguishes files received from adequate evidence and keeps unavailable, withheld or incomplete information visible in the transaction assessment.
How to complete it
- Assign Request ID and connect Asset / question to a specific buyer concern. Define Requested record and Materiality using the review scope and asset list.
- Record Response / locator and Access restriction for each request. Distinguish original records, summaries, unavailable information and items genuinely outside the agreed scope.
- Assess the Adequacy finding against the question asked. Allocate Follow-up owner and prioritize unresolved requests by their consequence for the next transaction decision.
Who prepares and reviews it
The technical due-diligence lead coordinates specialist requests with the buyer's transaction team. Seller contacts provide responses; discipline reviewers judge technical adequacy, while authorized buyer representatives decide how unresolved gaps affect the transaction.
A mistake to avoid
Closing a request simply because a file was uploaded can hide that the document covers a different asset, period or question from the one reviewed.
Illustrative example
Illustrative example: a buyer reviewing a cold-storage facility requests equipment service and breakdown records for the refrigeration plant. The seller supplies a general maintenance policy only. Record receipt but identify the evidence gap, allowing the buyer to request asset-specific history before relying on the operating-cost assumptions.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Request scope
- Availability and access
- Response evaluation
- Escalation and follow-up
- Open points, competent review and decision
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Transaction perimeter and buyer questions
- Asset list and seller data-room index
- Review scope and access restrictions
- Specialist information requirements
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief