What's your 1 hour due diligence process?

I'm frequently tasked with providing a quick summary and opinion on companies of interest (generally in tech and life science).  I'm interested to see your 30 minute to a couple hours due diligence / analysis process as well as any tips or insights.  What are the items you spend time looking for and what resources do you use?  I'm hoping this thread will uncover some gaps or tips to help people become more efficient and comprehensive with their initial, fast due diligence.

  1. General summary - company website, crunchbase
  2. Strategy, value proposition/competitive advantage - company website
  3. Market (size and trends) - google
  4. Product - company website
  5. Comps (leaders in the space and recent transactions) - google news, crunchbase
  6. Current investors - crunchbase
  7. Management team - linkedin, google news
  8. Media and press coverage - google news
  9. Risks - own evaluation, google of market/sector risks

Comments (2)

Jul 28, 2022 - 8:37pm
BuyLowSellLower, what's your opinion? Comment below:

S&T, so different type of DD I suppose…Only 3 things I really ever use are Bloomberg Terminal, FactSet, and company filings via EDGAR. Keep it simple.

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  • Analyst 3+ in HF - RelVal
Jul 31, 2022 - 5:41pm

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