DRAFT v0.1 / FILE REF CDD/2026/UK-MID-MKT / INDEPENDENT REFERENCE - NOT M&A ADVICE
§ TEMPLATE
TX3.

CDD Risk Register Template

Ungated CDD template, on-page, refreshed quarterly.

§ DIRECT ANSWER

CDD Risk Register Template: structure, sample columns and when to use.

A risk register tracks every red flag the diligence surfaces. Columns: ID, chapter ref, description, evidence, score (red / amber / green), mitigation, SPA fix.

§ 1.1Scoring rule

Red: kills the deal absent fix. Amber: price-chip lever. Green: documented and parked. Every red flag must reappear verbatim on the IC slide.

§ 1.2Sample columns

IDChapterDescriptionEvidenceScore
R-01VITop-3 customer concentration 62%Customer triangulationRED
R-02IIISwitching cost lower than claimed4 of 18 interviewsAMBER
VERIFIED 21 JUN 2026NEXT REVIEW 21 SEP 2026SRC: ICAEW CF; BVCA Industry Activity 2025-26

Marked-up by Oliver Wakefield-Smith. Draft v0.1, 21 June 2026.