{"id":2709,"date":"2026-05-25T22:58:52","date_gmt":"2026-05-25T22:58:52","guid":{"rendered":"https:\/\/sawaryn.com\/uslugi\/light-due-diligence\/"},"modified":"2026-07-14T16:19:33","modified_gmt":"2026-07-14T16:19:33","slug":"light-due-diligence","status":"publish","type":"service","link":"https:\/\/sawaryn.com\/en\/uslugi\/light-due-diligence\/","title":{"rendered":"Light Due Diligence"},"excerpt":{"rendered":"

Within a few days, we\u2019ll review key documents and identify risk areas before an investment, a sale of shares, or a major contract. You\u2019ll receive a clear report outlining what\u2019s ready to sign, what needs to be finalized now, and what warrants further investigation as part of a full due diligence process. <\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false},"specialization":[1208],"practice_area":[],"class_list":["post-2709","service","type-service","status-publish","hentry","specialization-mergers-and-acquisitions-ma"],"acf":{"short_description":"Within a few days, we\u2019ll review key documents and identify risk areas before an investment, a sale of shares, or a major contract. You\u2019ll receive a clear report outlining what\u2019s ready to sign, what needs to be finalized now, and what warrants further investigation as part of a full due diligence process. ","full_description":"Light DD: A Quick Overview of the Company Before an Important Signing<\/strong>\n\nWithin a few days, we\u2019ll review key documents and identify risk areas before an investment, a sale of shares, or a major contract. You\u2019ll receive a clear report outlining what\u2019s ready to sign, what needs to be finalised now, and what warrants further investigation as part of a full due diligence process. \n\nResult: a concise report and action priorities (critical \/ important \/ routine).\n\nOn the right: a modern \u201crisk map\u201d chart before signing. In the foreground is a simple dashboard with three statuses: Critical \/ Important \/ Routine, alongside a checklist of areas: corporate, IP, GDPR, labour law, AML, and liabilities. The graphic is intended to illustrate: rapid assessment, control, and fact-based decision-making. \n

CUSTOMER'S PROBLEM<\/h2>\nYou have a deadline for signing and want to make sure all the paperwork is in order. The team says, \u201cIt\u2019s all good,\u201d but you don\u2019t know if a resolution, consent, IP rights transfer, or a key agreement is missing. Just one missing piece can halt the finalisation-or only come to light during negotiations. \n\n\u201cIn many companies, everything runs smoothly-until an investor, buyer, new partner, or major contract comes along. That\u2019s when minor formal shortcomings become a real cost: they delay negotiations, lower the valuation, or increase the risk after the deal is signed. A light due diligence review lets you quickly see what\u2019s safe and what requires action.\u201d \n\nLight DD is a quick check before signing-without the burden and expense of full due diligence. You get a clear list: what to finalise now, what to sort out later, and what\u2019s worth looking into further if the transaction moves forward. \n

MOST COMMON PROBLEMS \/ CHALLENGES<\/h2>\nTile 1<\/strong>\n\nYou have a deadline for signing the documents, but you're not sure if the company is ready<\/strong>\n\nTime is running out, the talks are moving forward, and the decision still has to be made by the board or the owner.\n\nWe review key documents and clearly explain what needs to be finalised before signing.\n\nBusiness benefit: You make decisions based on facts, without having to put out fires at the last minute.\n\nThe risk of inaction:<\/strong> You\u2019re signing off on an \u201cinvisible\u201d problem that will resurface during negotiations or after the transaction.\n\nTile 2: The documents exist, but they're scattered, incomplete, or haven't been checked in a long time.<\/strong>\n\nThe company is operating, but no one knows where order ends and risk begins.\n\nWe review the basic documentation and your responses to quickly identify gaps and areas that have been overlooked.\n\nBusiness benefit: You get a roadmap of priorities instead of a jumble of documents.\n\nRisk of inaction:<\/strong> the other party-the investor, buyer, or partner-will find the weaknesses.\n\nTile 3<\/strong>\n\nYou're not sure whether corporate matters, IP, GDPR, labour law, or AML could hold you back from taking the next step<\/strong>\n\nWhat may seem like an unnecessary formality today could later affect the price, safeguards, statements, or the pace of negotiations.\n\nWe review the issues that most frequently arise in connection with investments, company sales, and major contracts.\n\nBusiness benefit:<\/strong> You know where the risks are truly critical and where a plan to get things in order is sufficient.\n\nRisks of inaction:<\/strong> delays, more difficult negotiations, and greater exposure for management to making the wrong decision.\n\nTile 4<\/strong>\n\nYou don't want to invest in a full due diligence process, but you need a basis for your decision<\/strong>\n\nA full due diligence process is too broad at this stage. Failing to verify the fundamentals poses too great a risk. \n\nLight due diligence is an intermediate step between \u201cwe don\u2019t check anything\u201d and full due diligence.\n\nBusiness benefit: You get exactly the amount of analysis you need at this stage.\n\nThe risk of inaction:<\/strong> You either end up paying too much for an overly broad process, or you make a decision without even minimal risk control.\n\nTile 5<\/strong>\n\nDo you need a report for the management board, shareholders, or your team?<\/strong>\n\nThe problem isn't the knowledge itself, but rather the lack of guidance to help structure the decision and the next steps.\n\nWe are preparing a practical report that prioritises tasks: what is critical, what is important, and what is routine.\n\nBusiness benefit:<\/strong> It is easier to justify the decision within the organisation and take action more quickly.\n\nRisk of inaction:<\/strong> The team is left with a general sense of risk, but without a plan or a sequence of actions.\n\nTile 6: You want to proceed cautiously, but you don't want to drag the company into a difficult process<\/strong>\n\nYou want to make a sensible decision, but without overburdening the team or interrupting your employees' current work.\n\nWe base the process on key documents and a special questionnaire that helps us assess the situation more quickly.\n\nBusiness benefit: less burden on the customer and a smoother service process.\n\nRisk of inaction:<\/strong> a decision made without a minimum of structured knowledge, or a costly process initiated too early.\n

HOW OUR SOLUTION WORKS<\/h2>\nWhat exactly do you get with the Light DD plan?<\/strong>\n\nThe result of the Light DD is a report that organises the most important issues before signing. In it, you can see what\u2019s ready, what needs to be corrected, and what can\u2019t be assessed without additional documents. \n\nStatus of Company Documents<\/strong>\n\nAn assessment of whether the company's key documents are ready for the planned signing.\n\nIn the report, we indicate whether any resolutions, consents, powers of attorney, representation rules, or other formal documents need to be supplemented. A list of missing items and unresolved corporate matters. \n\nAssessment of IP Rights<\/strong>\n\nInformation on whether the company has rights to the elements that constitute its value: products, code, trademarks, designs, content, documentation, databases, or know-how.\n\nWe also point out where contracts, consents, or provisions regarding the transfer of rights may be missing. Identification of risks related to ownership and IP protection. \n\nAssessment of Basic Compliance Requirements<\/strong>\n\nAn overview of selected areas that may be important before making an investment, selling shares, or entering into a major contract.\n\nquickly identify which areas may require an urgent response or further investigation.\n\nAnalysis of Responses to the Law Firm Survey<\/strong>\n\nBased on the survey and the materials provided, you know what we've checked, what was missing, and what we still need to ask about.\n\na clear picture of the situation without having to go through a complicated process from day one.\n\nClassification of Cases by Urgency<\/strong>\n\nWe won't overwhelm you with a list of points. We organise them based on their impact on decision-making, negotiations, and operational safety. \n\nclassification into critical, important, and routine topics.\n\nNext Steps<\/strong>\n\nWe distinguish between issues that might hinder a decision today and those that can wait until the next stage.\n\nPractical recommendations for actions to take before signing documents or proceeding with due diligence.\n\nFinal Report<\/strong>\n\nIn the end, you\u2019ll have a single document that you can use during the decision-making meeting. The report outlines what we reviewed, what was missing, what our conclusions are, and what we recommend doing next. \n\na report that helps management, owners, and the team make decisions based on organised data.\n

WHO IS THIS SERVICE FOR?<\/h2>\nIs this the right service for your situation?<\/strong>\n\nThis will most often apply to companies that are about to make an investment, complete a sale, bring on a new partner, or sign an important contract-or that have just gone through a period of rapid growth and feel that their documentation hasn\u2019t kept pace with the changes.\n\nExamples of business types for which this service can be particularly useful<\/strong>\n\n
  • a fintech startup prior to a term sheet or investment round,<\/li>
  • a young gaming studio before meeting with a publisher, investor, or IP partner,<\/li>
  • a growing SaaS company following rapid growth and organisational changes,<\/li>
  • a software house or technology agency with distributed intellectual property and contracts with its team,<\/li>
  • e-commerce or a digital brand prior to the entry of a strategic partner,<\/li>
  • A service or technology company preparing to sell its shares or enter into a major commercial agreement.<\/li><\/ul>\n

    STAGES OF WORK<\/h2>\nA simple process. A clear scope. Quick results. <\/strong>\n\nA short process, minimal team involvement, and a concrete result. From the very beginning, you know what we\u2019re reviewing and what you\u2019ll receive at the end: a report and an action plan before signing. \n\nStep 1. Defining the Objective and Scope <\/strong>\n\nWe\u2019re looking into whether this involves an investment, a sale of shares, an important contract, the entry of a partner, or internal restructuring of the company.\n\nStep 2. Gathering Documents and Completing the Questionnaire <\/strong>\n\nYou provide the basic materials and fill out a questionnaire that organises the information.\n\nStep 3. Analysis <\/strong>\n\nWe review documents and responses for legal and business risks. We identify gaps, urgent matters, and areas that require further investigation. \n\nStep 4. Report and Action Plan <\/strong>\n\nHere is a practical report: what to improve immediately, what to monitor, and what to explore further before signing the documents or in the next phase.","icon":null,"order_within_specialization":0,"flexible_content":[{"acf_fc_layout":"hero","section_header":{"section_header":{"eyebrow":"","heading":"Lekkie DD: szybki przegl\u0105d sp\u00f3\u0142ki przed wa\u017cnym podpisem","heading_highlight_mode":"split","heading_split":{"small_part_text":"Light DD","strong_part_text":"a quick company review before an important signing","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"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.","":null,"heading_tag":"h1","heading_style":"hero","alignment":"left"}},"actions":{"button_cluster":{"intro":"","buttons":[{"button":{"link":{"title":"Book a quick review before signing","url":"#contact","target":""},"variant":"primary","icon":"arrow","icon_size":"inherit","size":"default","aria_label":""}}],"alignment":"left"}},"media":{"media":{"image":"","mobile_image":"","object_position":"center","object_position_custom":""}},"section_meta":{"anchor_id":"","is_enabled":true},"variant":"split","mobile_body_card":false},{"acf_fc_layout":"person_cta","person":2695,"section_header":{"section_header":{"eyebrow":"","heading":"You have a signing deadline and want certainty that the documents are tight. The team says \"it's fine\", but you do not know whether a resolution, a consent, an IP assignment or a key contract is missing. One gap can stop closing - or surface only in negotiations.","heading_highlight_mode":"none","heading_split":{"small_part_text":"","strong_part_text":"","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"In many companies everything works - until an investor, a buyer, a new shareholder or a major contract appears. Then small formal gaps become a real cost: they delay discussions, reduce valuation or increase risk after signing. Light DD lets you see quickly what is safe and what needs action.","":null,"heading_tag":"h2","heading_style":"compact","alignment":"left"}},"carousel_settings":{"carousel_settings":{"autoplay_mode":"default","autoplay_delay":6.5}},"actions":{"button_cluster":{"intro":"","buttons":null,"alignment":"left"}}},{"acf_fc_layout":"expandable_box","section_header":{"section_header":{"eyebrow":"CHALLENGES","heading":"The most common problems we solve","heading_highlight_mode":"none","heading_split":{"small_part_text":"","strong_part_text":"","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"","":null,"heading_tag":"h2","heading_style":"section","alignment":"center"}},"items":[{"problem_title":"You have a document signing deadline, but no certainty that the company is ready","teaser_description":"Time is running short, discussions are moving forward, and the management board or the owner still has to take the decision.","solution_title":"","solution_description":"

    We review key documents and say plainly what must be closed before signing.<\/p>\n\n

    Business benefit: you take the decision on the basis of facts, without firefighting at the finish line.<\/p>\n\n

    Risk of inaction:<\/strong> you sign with an \"invisible\" problem that comes back in negotiations or after the transaction.<\/p>","icon":"","accent":"pink","open":false},{"problem_title":"The documents exist, but they are scattered, incomplete or have not been checked for a long time","teaser_description":"The company is operating, but no one knows where order ends and risk begins.","solution_title":"","solution_description":"We analyse the core documentation and your answers to catch gaps and neglected areas quickly.\n\nBusiness benefit: you get a priority map instead of document chaos.\nRisk of inaction: the other side - an investor, a buyer or a partner - will find the weak points.\n","icon":"","accent":"violet","open":false},{"problem_title":"You do not know whether corporate, IP, GDPR, employment or AML issues could stop the next step","teaser_description":"What looks like an unnecessary formality today may later affect price, security, representations or the pace of discussions.","solution_title":"","solution_description":"

    We check the issues that most often resurface in investments, company sales and important contracts.<\/p>\n\n

    Business benefit:<\/strong> you know where the risk is truly critical and where an organising plan is enough.<\/p>\n\n

    Risk of inaction:<\/strong> delays, harder negotiations and greater exposure of the management board to a poor decision.<\/p>","icon":"","accent":"blue","open":false},{"problem_title":"You do not want to invest in full DD, but you need a basis for the decision","teaser_description":"Full due diligence is too broad at this stage. Skipping a check of the basics is too much risk.","solution_title":"","solution_description":"

    Light DD is the middle step between \"we check nothing\" and full due diligence.<\/p>\n\n

    Business benefit: you get exactly as much analysis as you need at this stage.<\/p>\n\n

    Risk of inaction:<\/strong> either you overpay for a process that is too broad, or you decide without a minimum of risk control.<\/p>","icon":"","accent":"orange","open":false},{"problem_title":"You need a report for the management board, shareholders or the team","teaser_description":"The problem is not knowledge alone, but the lack of material that structures the decision and the next steps.","solution_title":"","solution_description":"

    We prepare a practical report with prioritisation: what is critical, what is important and what needs to be put in order.<\/p>\n\n

    Business benefit:<\/strong> it is easier to justify the decision inside the organisation and move to action faster.<\/p>\n\n

    Risk of inaction:<\/strong> the team is left with a general sense of risk, but without a plan and without an order of actions.<\/p>","icon":"","accent":"pink","open":false},{"problem_title":"You want to act carefully, but you do not want to pull the company into a heavy process","teaser_description":"You want to take a sensible decision without overloading the team or stopping day-to-day employee work.","solution_title":"","solution_description":"

    We base the process on core documents and a dedicated questionnaire that speeds up situational assessment.<\/p>\n\n

    Business benefit: less burden on the client side and a smoother service flow.<\/p>\n\n

    Risk of inaction:<\/strong> a decision taken without an organised minimum of knowledge, or a costly process launched too early.<\/p>","icon":"","accent":"violet","open":false}],"section_meta":{"anchor_id":"","is_enabled":true}},{"acf_fc_layout":"box_variants","variant":"process-detail","section_header":{"section_header":{"eyebrow":"OUR SOLUTION","heading":"What exactly you get under Light DD","heading_highlight_mode":"none","heading_split":{"small_part_text":"","strong_part_text":"","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"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.","":null,"heading_tag":"h2","heading_style":"section","alignment":"center"}},"items":[{"title":"Company document status","description":"","body":"Information on whether the company's core documents are ready for the planned signing.\n\nIn 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.","tags":"Audit","count":"","accent":"violet","icon":""},{"title":"Assessment of IP rights","description":"","body":"Information on whether the company holds rights to what creates its value: product, code, marks, designs, content, documentation, databases or know-how.\n\nWe also indicate where contracts, consents or assignment wording may be missing. identification of risks around ownership and IP protection.","tags":"Matrix ","count":"","accent":"blue","icon":""},{"title":"Assessment of core compliance requirements","description":"","body":"A review of selected areas that may matter before an investment, a sale of shares or a major contract.\n\n ","tags":"Screening","count":"","accent":"orange","icon":""},{"title":"Analysis of answers from the firm's questionnaire","description":"","body":"Based on the questionnaire and the materials provided, you know what we checked, what was missing and what still needs follow-up questions.\n\n ","tags":"Organisation","count":"","accent":"orange","icon":""},{"title":"Division of matters by urgency","description":"","body":"We do not bury you under a list of comments. We organise them by impact on the decision, negotiations and operating safety.\n\n ","tags":"Priorities","count":"","accent":"pink","icon":""},{"title":"Sequence of further actions","description":"","body":"We separate issues that may block the decision today from those that can wait until the next stage.\n\n ","tags":"Practical recommendation","count":"","accent":"violet","icon":""},{"title":"Final report","description":"","body":"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.","tags":"Report","count":"","accent":"blue","icon":""}],"footer_heading":"","footer_tags":"","actions":{"button_cluster":{"intro":"","buttons":null,"alignment":"left"}},"section_meta":{"anchor_id":"","is_enabled":true}},{"acf_fc_layout":"box_variants","variant":"box-point","section_header":{"section_header":{"eyebrow":"WHO IS THIS SERVICE FOR","heading":"Is this service for your situation?","heading_highlight_mode":"none","heading_split":{"small_part_text":"","strong_part_text":"","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"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.\n\nExample business types for which this service is particularly useful.","":null,"heading_tag":"h2","heading_style":"section","alignment":"center"}},"items":[{"title":"a fintech startup before a term sheet or an investment round","description":"","body":"

    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.<\/p>","tags":"","count":"","accent":"orange","icon":""},{"title":"a young gaming studio before talks with a publisher, investor or IP partner","description":"","body":"

    • a fintech startup preparing for a term sheet or investment round,<\/li>
    • a young game studio preparing to speak with a publisher, investor or IP partner,<\/li>
    • a growing SaaS company after rapid growth and organisational change,<\/li>
    • a software house or technology agency with distributed IP and team agreements,<\/li>
    • an e-commerce business or digital brand preparing for a strategic partner,<\/li>
    • a services or technology company preparing to sell shares or enter an important commercial agreement.<\/li><\/ul>","tags":"","count":"","accent":"orange","icon":""},{"title":"a growing SaaS company after rapid growth and organisational change","description":"","body":"","tags":"","count":"","accent":"orange","icon":""},{"title":"a software house or technology agency with dispersed IP and team contracts","description":"","body":"","tags":"","count":"","accent":"orange","icon":""},{"title":"an e-commerce business or digital brand before a strategic partner enters","description":"","body":"","tags":"","count":"","accent":"orange","icon":""},{"title":"A services or technology company preparing to sell shares or enter into an important commercial agreement.","description":"","body":"","tags":"","count":"","accent":"pink","icon":null}],"footer_heading":"","footer_tags":"","actions":{"button_cluster":{"intro":"","buttons":null,"alignment":"left"}},"section_meta":{"anchor_id":"","is_enabled":true}},{"acf_fc_layout":"cooperation_process","section_header":{"section_header":{"eyebrow":"WORK STAGES","heading":"A simple process. A clear scope. A quick result.","heading_highlight_mode":"none","heading_split":{"small_part_text":"","strong_part_text":"","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"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.","":null,"heading_tag":"h2","heading_style":"section","alignment":"center"}},"steps":[{"title":"Set the objective and scope","description":"We clarify whether the matter concerns an investment, sale of shares, key contract, incoming partner or internal organization.","accent":"pink"},{"title":"Collect documents and complete the questionnaire","description":"You provide core materials and complete a questionnaire that organizes the information.","accent":"pink"},{"title":"Analysis","description":"We review the documents and responses for legal and business risk. We identify gaps, urgent matters and areas that need further review.","accent":"pink"},{"title":"Report and action plan","description":"We provide a practical report showing what to fix now, what to monitor and what to explore before signing or at a later stage.","accent":"pink"}],"cta_text":"Schedule a quick pre-signing review.","actions":{"button_cluster":{"intro":"","buttons":[{"button":{"link":null,"variant":"primary","icon":"arrow","icon_size":"inherit","size":"default","aria_label":""}}],"alignment":"left"}},"section_meta":{"anchor_id":"","is_enabled":true}},{"acf_fc_layout":"contact","section_header":{"section_header":{"eyebrow":"Write to us","heading":"Sign only once you know what you have in the documents","heading_highlight_mode":"none","heading_split":{"small_part_text":"","strong_part_text":"","":null,"small_part_size":"","strong_part_size":"","tag":"h2","style":"inherit","alignment":"inherit"},"description":"Light DD gives you a quick picture of risks, gaps and priorities - without starting full due diligence, but also without deciding in the dark.\n\nBriefly 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.","":null,"heading_tag":"h2","heading_style":"section","alignment":"center"}},"person":null,"person_eyebrow":"","person_body":"","response_title":"","response_body":"","form":{"cf7_form":null,"name_label":"","name_placeholder":"","phone_label":"","phone_placeholder":"","email_label":"","email_placeholder":"","message_label":"","message_placeholder":"","privacy_text":"","newsletter_text":"","button_label":""},"background":null,"section_meta":{"anchor_id":"","is_enabled":true}}]},"_links":{"self":[{"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/service\/2709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/service"}],"about":[{"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/types\/service"}],"version-history":[{"count":0,"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/service\/2709\/revisions"}],"wp:attachment":[{"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/media?parent=2709"}],"wp:term":[{"taxonomy":"specialization","embeddable":true,"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/specialization?post=2709"},{"taxonomy":"practice_area","embeddable":true,"href":"https:\/\/sawaryn.com\/en\/wp-json\/wp\/v2\/practice_area?post=2709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}