This is a software company request list for documents to be used in the due diligence review. It asks for material agreements, litigation documents, environmental materials, employment contracts, real property documents, and all other materials deemed to be necessary for the review.
Utah Software Company Due Diligence Request List is a comprehensive checklist that outlines the essential information and documents required to assess the financial, legal, operational, and strategic aspects of a software company based in Utah. This list helps potential investors, acquirers, or partners in evaluating the company's viability, mitigating risks, and making informed decisions. Here are some key categories and relevant keywords that may be included in a Utah Software Company Due Diligence Request List: 1. Financial Due Diligence: — Financial statements (balance sheets, income statements, cash flow statements) — Audited financial report— - Sales and revenue breakdowns — Profit margins and growth rate— - Tax records and filings — Debt obligations anliabilitiesie— - Revenue recognition policies — Accounts receivable and payable details 2. Legal Due Diligence: — Corporate structure and formation documents — Articles of incorporation, bylaws, and operating agreements — Shareholder and board meeting minute— - Intellectual property rights (trademarks, copyrights, patents) — Software licenses and contract— - Litigation history and pending lawsuits — Regulatory compliance record— - Insurance policies 3. Operational Due Diligence: — Product and service offering— - Market and competitive analysis — Customer and user basinformationio— - Sales and marketing strategies — Supply chaimanagementen— - Technology infrastructure and systems — Key performance indicators and metrics — Development and release processes 4. Human Resources Due Diligence: — Employee contracts and agreement— - Organizational structure and reporting lines — Payroll records and benefits information — Employee handbooAngelicaie— - Workforce composition and turnover rates — Training and development program— - Employee stock options or equity awards 5. Strategic Due Diligence: — Business plan and growtstrategyeg— - Key success factors and market opportunities — Expansion plans and potential risk— - Customer satisfaction surveys and feedback — Partnerships and alliance— - Mergers and acquisitions history — Product roadmaps and innovation plan— - Competitive advantage and unique selling proposition It's important to note that these categories and keywords may vary slightly depending on the specific industry, size, and maturity of the software company. It's advisable to consult legal professionals, financial experts, and industry consultants while tailoring the due diligence request list to meet specific needs and objectives.
