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Financial due diligence

Go into the next conversation better informed.

Build the financial picture before the deeper review. Research available company accounts, examine profitability and working capital, and turn gaps in the records into focused due-diligence questions.

Three free searches a day. No accounts to upload.
BUILD YOUR REVIEW / INTERACTIVE RESEARCH BRIEF

Your review brief

Select the questions worth taking forward.
0/9
EVIDENCE TO INSPECT

Income statements · accounting notes · compatible prior periods

THE OPEN QUESTION

Management adjustments and customer concentration may require separate documents.

Selection builds a checklist; it does not mark the checks as complete.

Choose a review area to see the records, questions and gaps that matter. This planning tool does not perform or certify due diligence.

Company identity before analysisAvailable financial historyA clear list of open questions
BUILT FOR YOUR RESEARCH

Move from reported figures to better questions.

01

Understand the earnings

Explore reported revenue and operating profit across compatible periods. Identify changes worth investigating, without treating adjusted EBITDA or a one-off item as established when it is not disclosed.

Which changes in operating profit are explained by the available records?
02

Examine working capital

Compare receivables, inventory and current liabilities where available. Distinguish a year-end balance from the cash needed to run the business through a full trading cycle.

What changed in trade debtors, stock and trade creditors?
03

Keep an evidence trail

Save the answer, inspect supporting records and take an Excel, CSV or printable report into your next review. Keep entity, period and source limitations alongside the findings.

What can we verify, and what should we request from management?
PRELIMINARY RESEARCH, CLEARLY SCOPED

The filed accounts are the opening conversation.

A financial due-diligence process often needs information beyond publicly available records. Veripoint helps establish the available picture and frame the next questions.

Reported performance

Start with available accounts and compatible periods. Identify missing notes and explain where a change cannot be reconciled.

Management evidence

Recent trading, forecasts, customer concentration and transaction-specific adjustments may need direct access to the company.

Professional review

Quality of earnings, deal adjustments and transaction conclusions require appropriate expertise and evidence beyond an AI summary.

FROM QUESTION TO ANSWER

A more useful first-pass financial review.

  1. 01

    Resolve the reporting entity

    Confirm the legal company, jurisdiction and registration number. Separate the target business from subsidiaries and the wider group.

  2. 02

    Ask a focused financial question

    Choose profitability, working capital or financing. Request consistent periods, definitions and the calculation inputs.

  3. 03

    Carry the gaps into the next stage

    Export the research with its evidence. Turn missing detail into a management question or a document request, rather than an unsupported conclusion.

TRY THIS QUESTION

Prepare a preliminary financial due-diligence review of Dyson Limited, UK company 02627406. Identify the entity, accounting scope and available periods. Examine revenue, operating profit, working capital and debt where reported. Show calculations and sources. Separate supported findings from information to request in a data room.

CONTINUE YOUR RESEARCH

See the sample report

Read the question, calculations and supporting evidence.

Company financial comparisons

Review two entities on a compatible reporting basis.

Source to Filing

Follow an answer into the available source context.

YOUR QUESTIONS

Before you start.

Ten answers about financial due diligence.

It helps with preliminary research into available company financial records. You can examine reported performance, request calculations, compare periods and retain sources. It does not perform a complete due-diligence engagement or certify a transaction.

A useful starting structure covers entity and accounting scope, financial history, earnings, cash flow, working capital, financing and information gaps. The actual checklist should reflect the transaction and the evidence your advisers require.

Veripoint is an AI company-research workspace that supports the early financial review. It offers questions, saved research, comparisons and exports. It is not a virtual data room, audit workpaper system or complete transaction-management platform.

Yes, when the relevant company records are available. Identify the legal entity and check which statements, fields and years can be returned. Some private companies file limited accounts that do not disclose revenue or cash flow.

It can help investigate available reported earnings and identify questions. A full quality-of-earnings assessment may require management information, supporting ledgers, adjustment evidence and professional review that are outside this workflow.

Check period lengths, currency, units, accounting policies and consolidated versus standalone scope. Identify restatements where reported. A larger revenue figure alone does not prove underlying growth when the basis differs.

You can request working capital when the necessary inputs are available. A common balance-sheet measure is current assets minus current liabilities. A transaction-specific working-capital definition can include exclusions or adjustments, so state the required basis.

The current research workflow uses available company records and does not offer document uploads. Obtain and review additional management or transaction documents through your existing authorised process.

Completed research can be exported to Excel or CSV, or opened in a printable report view to save as PDF. The export retains the question, answer and returned evidence. It should be treated as research material rather than a signed due-diligence opinion.

Free access includes three completed searches per day, resetting daily at 00:00 UTC. A completed research question or comparison uses one answer. Reopening and exporting saved research does not consume another answer.
START WITH VERIPOINT

Put your next question
to the records.

Three free searches a day. No credit card required.