First due diligence project coming up - any tips would be much-appreciated!

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Posting as :
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Give up your social life now

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The best part is naming the project something cool.

The worst part is doing the project.

likefunny

1. Communication - pick one person to interface with bankers and other third parties - always be coordinated on this

2. Data downloads - have one person on point to refresh the clean room and download the data at defined intervals or have a process to keep track of what’s come in and what’s been analyzed already.

3. Follow the model building colors e.g., referencing other sheets is ..

4. Document all your assumptions especially dates - also always use the file name provided to you so you can reference the source and not have any confusion

5. Breathe: optimize your time for being efficient - there has never been a better time to be 80/20.

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Sleep right now, will be your last chance for a bit

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What kind of deliverables or specific work does one do on a due diligence project?

Why do people typically dislike it? Long hours/tight timelines?

Commercial? Vendors? Ops? IT? Lots of different types of diligence.

Build your model logic before you start plugging in data and never hardcode!!

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D1 is right, absolute sprint. Also, if you’re working with ibankers make sure you interact with the MD. Their VPs are just useless.

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Salesforce

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OK I will set something up

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