Investor diligence & data rooms · Working

Diligence tracker

Also called: DD tracker

ELI5

A table showing what diligence work is open or complete.

Used in conversation

“The diligence tracker has one owner per response.”

Definition

A record of questions, requests, owners, status and responses during diligence.

Here “Diligence tracker” means: A record of questions, requests, owners, status and responses during diligence.

Pitch context

You will see “Diligence tracker” in fundraising decks, data rooms, term sheets and investor conversations when the discussion reaches investor diligence & data rooms.

Why it matters: In investor diligence & data rooms, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Sources & evidence · 7

Direct term-level sources and supporting source families.