Acquisition instruction to due diligence report with reliance
We take off your hands: checking for conflicts, indexing the data room, arranging the inspection, drafting the report and checking reliance terms.
You get: a data room index with gaps listed, a draft report with capex forecast and ESG section for your director to sign, and reliance checked against your PI cover.
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The problem
Deal timetables give us days to read a data room and produce a due diligence report.
How the steps join up
It starts when: an investor or lender instructs pre-acquisition or refinance technical due diligence on a building.
Run a conflict check on every new instruction and record how it was managed
Index a data room and list the missing compliance documents for a building
Check a property purchase for capital allowance risks from the enquiry replies, elections and pooling evidence
Book inspection access with occupiers, keyholders and agents
Draft a site risk assessment before each inspection from the property's records and asbestos information
Draft a technical due diligence report from the data room
Your team checks and decides at this step.
Add an ESG, energy and stranding risk section to due diligence reports
Check reports before peer review, route them and record who signed off
Your team checks and decides at this step.
Check reliance letters and appointments against your PI cover and cap
Your team checks and decides at this step.
What you end up with: Conflicts are cleared, the data room is indexed and gaps chased, capital allowance risks are flagged before exchange, the inspection is safe, the report with capex forecast and ESG section is reviewed and issued, and reliance letters stay inside the practice's cover.
Who signs it off: Your director signs the report and an equity principal signs any reliance.
What it needs to work
- Data room access
- Transaction timetable
- PI cover details
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?