Category: Technology services
A data room for technology services firms
Services businesses are valued on client quality and delivery capacity. Document your contracts, team utilization and revenue mix clearly.
Sample due-diligence checklist
SampleCompany and legal
- Incorporation and registration records
- Founder and team overview
- Ownership summary
- Intellectual property assignments
Financials
- Historical financial statements
- Current-year budget or forecast
- Funding history summary
Clients and delivery
- Client contract summary
- Revenue concentration analysis
- Team and contractor agreements
- Delivery process documentation
Items vary by company. Each one shows whether it is founder-provided, uploaded or outstanding. Diligly does not independently verify any of it.
Metrics that fit
- Revenue by client and by service line
- Recurring versus project-based revenue
- Team utilization and billable rates
- Contract backlog
- Client concentration
Documents to prepare
- Client contracts and statements of work
- Staff and contractor agreements
- Delivery and quality processes
- Intellectual property terms
Other categories
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