Vendor Due Diligence

Build a comprehensive company profile for due diligence.

Use template
AGENTS
Operations Agent
CATEGORY
Operations
INDUSTRIES
B2B Technology
Finance & Professional Services
Logistics & Supply Chain
Manufacturing
Small Business
B2C Technology
Healthcare & Wellness
Hospitality
Media & Entertainment
Real Estate & Construction
DTC & Ecommerce
Education

Introduction

Due diligence is essential but time-consuming. This template automates research to quickly build a full company profile, helping you assess risk and make decisions faster.

How this template works

  1. An Operations Agent reviews the website, LinkedIn, and news to understand what the company does and its reputation.
  2. The Agent finds the top sites, including HQ and key facilities.
  3. The Agent looks up public metrics like revenue and funding, and any relevant financial news.
  4. The Agent flags recent news showing potential risks like layoffs or lawsuits.
  5. The Agent compiles everything into a complete company profile.

Why you should use a Vendor Due Diligence template

This template speeds up due diligence by automating research, reducing missed details, and giving a clear view for vendor, investment, or partnership decisions.

Who should use a Vendor Due Diligence template

This template is designed for investment analysts, procurement managers, legal teams, and compliance professionals who assess third-party risk. It helps establish a strong foundation for evaluating a company’s financial stability, reputation, and operational reliability.