Corporate venture and M&A first pass

Pre-Data-Room Triage Worksheet

Turn an inbound opportunity into a documented evidence agenda before committing to a full data-room process. Everything stays in this browser; export the worksheet before closing the page.

No uploadsNo accountNo scoringNo decision automation

Review context

Set the first-pass frame

Opportunity type Review stage Internal sponsor or owner

12 connected checkpoints

Evidence agenda

Priority	Dimension	Checkpoint	Evidence state	Evidence reviewed or needed	Owner	Next question or action	Review note

Use the worksheet as a handoff, not a verdict

Select no more than five decision-changing items for the next call or evidence request. “Supported” means the source behind a claim is identifiable; it does not mean the claim is favourable. “Conflicted” means the next step should resolve a discrepancy, not that the company has failed diligence.