Light DD a quick company review before an important signing

Within a few days we will review key documents and risk areas before an investment, a sale of shares or a major contract. You receive a clear report: what is ready to sign, what must be closed now, and what is worth deepening in full due diligence.

CHALLENGES

The most common problems we solve

You have a document signing deadline, but no certainty that the company is ready Time is running short, discussions are moving forward, and the management board or the owner still has to take the decision.

We review key documents and say plainly what must be closed before signing.

Business benefit: you take the decision on the basis of facts, without firefighting at the finish line.

Risk of inaction: you sign with an "invisible" problem that comes back in negotiations or after the transaction.

The documents exist, but they are scattered, incomplete or have not been checked for a long time The company is operating, but no one knows where order ends and risk begins.
We analyse the core documentation and your answers to catch gaps and neglected areas quickly. Business benefit: you get a priority map instead of document chaos. Risk of inaction: the other side - an investor, a buyer or a partner - will find the weak points.
You do not know whether corporate, IP, GDPR, employment or AML issues could stop the next step What looks like an unnecessary formality today may later affect price, security, representations or the pace of discussions.

We check the issues that most often resurface in investments, company sales and important contracts.

Business benefit: you know where the risk is truly critical and where an organising plan is enough.

Risk of inaction: delays, harder negotiations and greater exposure of the management board to a poor decision.

You do not want to invest in full DD, but you need a basis for the decision Full due diligence is too broad at this stage. Skipping a check of the basics is too much risk.

Light DD is the middle step between "we check nothing" and full due diligence.

Business benefit: you get exactly as much analysis as you need at this stage.

Risk of inaction: either you overpay for a process that is too broad, or you decide without a minimum of risk control.

You need a report for the management board, shareholders or the team The problem is not knowledge alone, but the lack of material that structures the decision and the next steps.

We prepare a practical report with prioritisation: what is critical, what is important and what needs to be put in order.

Business benefit: it is easier to justify the decision inside the organisation and move to action faster.

Risk of inaction: the team is left with a general sense of risk, but without a plan and without an order of actions.

You want to act carefully, but you do not want to pull the company into a heavy process You want to take a sensible decision without overloading the team or stopping day-to-day employee work.

We base the process on core documents and a dedicated questionnaire that speeds up situational assessment.

Business benefit: less burden on the client side and a smoother service flow.

Risk of inaction: a decision taken without an organised minimum of knowledge, or a costly process launched too early.

OUR SOLUTION

What exactly you get under Light DD

The outcome of Light DD is a report that organises the most important matters before signing. You see what is ready, what needs fixing, and what cannot be assessed without further documents.

Company document status

Information on whether the company’s core documents are ready for the planned signing.

In the report we indicate whether resolutions, consents, powers of attorney, representation rules or other formal documents need to be completed. a list of gaps and disordered corporate topics.

  • Audit

Assessment of IP rights

Information on whether the company holds rights to what creates its value: product, code, marks, designs, content, documentation, databases or know-how.

We also indicate where contracts, consents or assignment wording may be missing. identification of risks around ownership and IP protection.

  • Matrix

Assessment of core compliance requirements

A review of selected areas that may matter before an investment, a sale of shares or a major contract.

 

  • Screening

Analysis of answers from the firm's questionnaire

Based on the questionnaire and the materials provided, you know what we checked, what was missing and what still needs follow-up questions.

 

  • Organisation

Division of matters by urgency

We do not bury you under a list of comments. We organise them by impact on the decision, negotiations and operating safety.

 

  • Priorities

Sequence of further actions

We separate issues that may block the decision today from those that can wait until the next stage.

 

  • Practical recommendation

Final report

In the end you have one document you can use in a decision meeting. The report shows what we checked, what was missing, what the conclusions are and what we recommend doing next.

  • Report

WHO IS THIS SERVICE FOR

Is this service for your situation?

It is most often a fit for companies that are before an investment, a sale, a new shareholder joining, an important contract, or after a period of fast growth and feel that documentation has not kept pace with the change.

Example business types for which this service is particularly useful.

a fintech startup before a term sheet or an investment round

This is most relevant to companies preparing for investment or sale, bringing in a shareholder, entering an important agreement, or emerging from a period of rapid growth and finding that their documentation has not kept pace.

a young gaming studio before talks with a publisher, investor or IP partner

  • a fintech startup preparing for a term sheet or investment round,
  • a young game studio preparing to speak with a publisher, investor or IP partner,
  • a growing SaaS company after rapid growth and organisational change,
  • a software house or technology agency with distributed IP and team agreements,
  • an e-commerce business or digital brand preparing for a strategic partner,
  • a services or technology company preparing to sell shares or enter an important commercial agreement.

a growing SaaS company after rapid growth and organisational change

a software house or technology agency with dispersed IP and team contracts

an e-commerce business or digital brand before a strategic partner enters

A services or technology company preparing to sell shares or enter into an important commercial agreement.

WORK STAGES

A simple process. A clear scope. A quick result.

A short process, minimal team involvement, a concrete outcome. From the start you know what we check and what you receive at the end: a report and an action plan before signing.

Set the objective and scope

We clarify whether the matter concerns an investment, sale of shares, key contract, incoming partner or internal organization.

Collect documents and complete the questionnaire

You provide core materials and complete a questionnaire that organizes the information.

Analysis

We review the documents and responses for legal and business risk. We identify gaps, urgent matters and areas that need further review.

Report and action plan

We provide a practical report showing what to fix now, what to monitor and what to explore before signing or at a later stage.

Schedule a quick pre-signing review.

Write to us

Sign only once you know what you have in the documents

Light DD gives you a quick picture of risks, gaps and priorities – without starting full due diligence, but also without deciding in the dark.

Briefly describe what you plan to sign and where the discussions stand. You can also complete the initial assessment questionnaire straight away – that helps us assess scope, risks and a possible course of action faster.

Mateusz Sawaryn