What documents do SaaS buyers request during due diligence?

Buyers commonly request financial statements, tax records, contracts, IP assignments, source code access, architecture documentation, security evidence, customer data, churn analysis, and sales pipeline information.

When should a SaaS seller prepare a data room?

A seller should prepare the data room before going to market so buyer questions can be answered quickly and deal delays are reduced.

Complete DD Checklist

Due Diligence Checklist for Sellers

Every document buyers will request during due diligence. Prepare these in advance to close faster and avoid deal-killing delays.

Quick answer

SaaS due diligence is easier when the data room is ready before buyer outreach.

EvalyMe groups buyer-requested materials into financial, legal, technical, product, customer, and sales evidence so sellers can organize diligence before a process starts.

Start Preparing Early

Most founders underestimate how long it takes to gather these documents. Start building your data room 6-12 months before going to market.

Financial Documents

12 items

3 years of audited financial statements

Monthly P&L statements (24+ months)

Balance sheets and cash flow statements

Revenue breakdown by customer/product

Chart of accounts and accounting policies

Tax returns (3 years)

Bank statements and reconciliations

Accounts receivable aging report

Accounts payable aging report

Cap table and ownership structure

Outstanding debt and loan agreements

Financial projections (3-5 years)

Legal Documents

15 items

Articles of incorporation

Shareholder agreements

Board meeting minutes

Material contracts and agreements

Customer contracts (all active)

Vendor and supplier agreements

Employment agreements

Consultant and contractor agreements

IP assignment agreements

Patent/trademark registrations

Licensing agreements

Leases and real estate documents

Insurance policies

Litigation history and pending cases

Regulatory compliance documents

Technical/Product

14 items

Source code repository access

Architecture documentation

Technical roadmap

System diagrams and data flows

API documentation

Third-party dependencies list

Security audit reports

Penetration test results

Infrastructure documentation

Disaster recovery plans

SLA and uptime reports

Bug tracking and resolution stats

Development process documentation

Code quality metrics

Customer/Sales

12 items

Complete customer list (anonymized)

Customer contracts

Churn analysis by cohort

NPS scores and customer satisfaction data

Sales pipeline and forecast

Marketing materials and strategy

Customer acquisition channels breakdown

Pricing history and strategy

Customer support tickets/resolution

Top 10 customers details

Customer concentration analysis

Reference customers (willing to talk)

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