§ SCOPE / TOOL
S.
Commercial Due Diligence Scope Template
A tick-and-email builder for the chapter scope you send the sponsor on day one. Boutique and Big-4 fee anchors update live.
§ HOW TO USE
Tick the chapter sub-sections you want in scope. The boutique and Big-4 fee bands update as you tick. Copy the generated email into a reply to the sponsor. No login, no lead capture.
§ BOUTIQUE FEE BAND
£29k – £50k
3-5 WK / UK MID-MKT BOUTIQUE
§ BIG-4 FEE BAND
£114k – £226k
5-8 WK / DELOITTE-KPMG-EY-PWC TIER
§ CHAPTER SCOPE18 / 18 SECTIONS
I. Market
II. Customer
III. Competitive
IV. Operations
V. Bridge
VI. Risk
VII. Synthesis
§ PASTE-READY EMAIL
Subject: CDD scope - proposed chapter list Sponsor, Indicative scope for the upcoming mid-market CDD mandate. Chapter sections ticked below are in scope; un-ticked items are out of scope. I. Market [x] TAM/SAM/SOM triangulation [x] Market growth driver review [x] Regulatory + structural threats II. Customer [x] Customer interviews (10-15 calls) [x] Win-loss interviews (5-8 calls) [x] NPS triangulation [x] Cohort retention analysis III. Competitive [x] Competitor mapping + share of wallet [x] Switching cost evidence [x] Pricing and positioning analysis IV. Operations [x] Capacity + utilisation review [x] Unit economics + ops bridge V. Bridge [x] Revenue bridge to QofE [x] EBITDA bridge cross-check VI. Risk [x] Risk register (red/amber/green) [x] Red-flag deep dives VII. Synthesis [x] Investment thesis stress-test [x] One-page IC summary Indicative boutique fee band: £29k - £50k. Indicative Big-4 deal-advisory fee band: £114k - £226k. Timeline: 3-5 weeks (boutique) or 5-8 weeks (Big-4). Best,
VERIFIED 21 JUN 2026NEXT REVIEW 21 SEP 2026SRC: ICAEW Corporate Finance Faculty; BVCA Industry Activity 2025-26