Due Diligence IC Summary

Ungated CDD template, on-page, refreshed quarterly.

§ DIRECT ANSWER

Due Diligence IC Summary: structure, sample columns and when to use.

A one-page IC summary stands on three columns: thesis claims (left), evidence (middle), red flags (right). Footer carries the source list. If the chair cannot read it in 90 seconds, redraft.

§ 1.1Three columns

Left: investment thesis claims
Middle: chapter evidence for each
Right: red-flag register lines

§ 1.2Footer

Sources, author, draft version stamp, refresh date.

VERIFIED 21 JUN 2026NEXT REVIEW 21 SEP 2026SRC: ICAEW CF; BVCA Industry Activity 2025-26