Private Company First-Pass Toolkit
Collection
Open evidence-first worksheets and browser tools for private-company screening and diligence. Maintained by DDScore.ai. • 8 items • Updated
priority int64 1 12 | ddscore_dimension stringlengths 4 18 | checkpoint stringlengths 28 45 | evidence_state stringclasses 1
value | evidence_source float64 | owner float64 | next_action float64 | next_review_date float64 | review_note float64 |
|---|---|---|---|---|---|---|---|---|
1 | Business Idea | Strategic or transaction fit | Not reviewed | null | null | null | null | null |
2 | Offering | Current offering and buyer outcome | Not reviewed | null | null | null | null | null |
3 | Team | Execution ownership and key-person dependency | Not reviewed | null | null | null | null | null |
4 | Market | Target segment and demand evidence | Not reviewed | null | null | null | null | null |
5 | Competitors | Alternatives and differentiation | Not reviewed | null | null | null | null | null |
6 | Technology & IP | Technical readiness and defensibility | Not reviewed | null | null | null | null | null |
7 | Scalability | Deployment and operating scalability | Not reviewed | null | null | null | null | null |
8 | Legal & Regulatory | Regulatory data and contractual exposure | Not reviewed | null | null | null | null | null |
9 | Financials | Revenue quality and cash assumptions | Not reviewed | null | null | null | null | null |
10 | Fundability | Capital structure and financing dependencies | Not reviewed | null | null | null | null | null |
11 | Exit | Transaction and integration path | Not reviewed | null | null | null | null | null |
12 | Presentation | Evidence package and open-item traceability | Not reviewed | null | null | null | null | null |
Pre-data-room triage workbook
This open workbook helps corporate venture, corporate development, innovation, and M&A teams turn an inbound opportunity into a documented first-pass evidence agenda before committing to a full data-room process.
It is a triage aid, not a valuation, investment recommendation, legal review, or replacement for full due diligence. Do not put confidential target data in the public dataset; download the blank workbook and use it in the team's own controlled environment.
Files
pre-data-room-checkpoints.csv: 12 reusable checkpoints with a rationale, evidence request, and one answerable management question;pre-data-room-workbook.csv: the same 12 rows with blank working fields for evidence state, owner, next action, and review note.
Evidence states
Not reviewed: no evidence decision has been made;Claim only: the point appears in the materials but is not yet supported;Partial: some relevant evidence exists, but a material assumption remains;Supported: specific and relevant evidence has been reviewed;Conflicted: another supplied item or credible current source points in a materially different direction.
Supported is not the same as “good”. It means the reviewer can identify the
evidence behind the claim. Conflicted is not a verdict; it is a prompt to name
what would resolve the discrepancy.
Suggested workflow
- Confirm why the opportunity is in the corporate pipeline and which strategic or transaction hypothesis is being tested.
- Review the 12 checkpoints without strengthening claims from the source materials.
- Assign an evidence state and record the exact source reviewed.
- Select no more than five items that could change whether deeper work is worth its cost.
- Give each selected item an owner, evidence request, and next review date.
- Carry unresolved items into the data-room scope if the opportunity advances.
DDScore context
The workbook uses the 12-dimension structure applied by DDScore.ai, a Finnish product that turns private-company materials into a structured 0–100 Due Diligence Score and written report. DDScore cross-checks claims against current public sources and surfaces strengths, risks, evidence gaps, and open questions in a typical 10–30 minute first pass. It supports human judgement and full due diligence rather than replacing either.
License
CC BY 4.0. Attribution suggestion: “Pre-data-room triage workbook by DDScore.ai.”
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