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Due Diligence

M&A or investment due diligence report covering financials, tech, market, team, and risks.

A complete 12-slide sample deck. The companies and figures in it are invented — slide-deck.io writes the same structure around your own topic, your brand colours and your data, and exports it as an editable .pptx.

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  1. Due diligence: Northgate Analytics
    1

    Say the recommendation is on slide two. Diligence readouts that withhold the conclusion waste the first twenty minutes.

  2. Recommendation: proceed, at a reduced price
    2

    Recommendation, price, conditions, and the walk-away answer in four lines. Everything else in this deck is evidence for these.

  3. The business we are buying
    3

    A 104% retention in this category is below what the price assumed. It is the first of the two valuation findings.

  4. Revenue grew, and the growth is decelerating
    4

    Growth ran 58%, 31%, then 31%. The deceleration from 2023 coincides with their largest customer reaching full deployment.

  5. Customer concentration is the largest finding
    5

    Nearly 40% of ARR sits in three accounts and two of them renew within twelve months of closing. This is the price adjustment.

  6. Financial findings
    6

    The early recognition item is closed and should not be re-argued. The uncapped credits are a live exposure and belong in the conditions.

  7. Technology and team
    7

    Transition from financial diligence to the operational review.

  8. Technology findings
    8

    The deferred engineering work is the second valuation finding. It is real cost, not a quality complaint.

  9. Team and retention risk
    9

    The fully-vested equity is the retention problem. Without new retention packages, closing is the moment several people are free to leave.

  10. What the findings are worth
    10

    Each adjustment is defensible on its own basis. Present them separately so a negotiation on one does not reopen the others.

  11. Conditions of closing
    11

    All four are conditions, not commitments. Every one of them is much harder to obtain after money changes hands.

  12. What happens next
    12

    End on the committee decision. The revised offer cannot go out without it, and the exclusivity period expires in three weeks.

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