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  1. This Word document is designed as an in-depth corporate schematic.
  2. Very detailed. Less thinking more doing.


If you are looking to engage in Private Equity, Investment Banking, or M&A (internal or external), it is critical to know and understand what you are buying or investing in. This document is a complete corporate schematic for the acquisition and investment side of the business.

This document is in two main sections to help diagram and align a company structure:

1. Overview - High level corporate governance and processes
2. Charts, Documents, Schedules - In-depth look at the inner workings of the company and the company hierarchy.

Section I-Overview is a breakdown of the company timeline beginning with the business plan, initial funding, industry and market breakdown and how decisions are made, and then breaks down sales, marketing and vendors.
Section II-Charts, Documents, Schedules is the in-depth view of the daily activity of the company, its spreadsheets, and the interaction of everyone running the company.

This Word document is designed as an in-depth corporate schematic.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Company Overview & Initial Due Diligence Word document


Company Overview & Initial Due Diligence

Sold by cjneill (this author has 3 documents)


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This business document is categorized under the function(s):

It applies to All Industries

File Type: Word (doc)

File Size: 161 KB

Number of Pages: 7

Related Topic(s): Due Diligence

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Initial upload date (first version): Jun 23, 2015
Most recent version published: Jun 25, 2015

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