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ARTICLE · 28 OCTOBER 2022

Rethink Your Due Diligence Questionnaire: Five Top Tips To Make It Awesome

MJ Hudson
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Did your due diligence questionnaire fall out of the ugly tree and hit every branch on the way down? 🌲 Could it scare vultures off a meat truck? 😱 Does it read like an actuary, a lawyer and...

United KingdomFinance and Banking
Jon Greene
Jon Greene
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Did your due diligence questionnaire fall out of the ugly tree and hit every branch on the way down? 🌲 Could it scare vultures off a meat truck? 😱 Does it read like an actuary, a lawyer and a compliance consultant teamed up to put investors to sleep? 😪😪😪

Your due diligence questionnaire needs to be awesome. It should also act as a constant reminder of your brand:

Why? Two major reasons

1. Your DDQ is the document that investors spend the most time with before deciding to allocate or not.

It needs to be easy to read, and that includes being easy on the eye. Formatting, language and diagrams need to be crisp, clear and simple.

It's not just read by lawyers – so don't get it written by lawyers... It needs clear signposting and it should reinforce the reasons for investing. Make it a joy to interact with – and LPs will want to interact with your firm.

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