Template guide
Overview
Front-load your diligence narrative: target profile, strategic rationale, known issues, and risk hotspots. Ideal for internal deal teams and advisors who need repeatable screening.
Who should use this template
- Corporate development
- M&A advisors
- Legal and finance deal leads
What this template covers
Transaction outline
- Parties and structure
- Timeline
- Jurisdiction
Commercial and financial signals
- Revenue quality
- Customer concentration
- Synergy thesis
Risk and compliance
- Regulatory
- IP and contracts
- People and integration
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Target is a $40M ARR B2B SaaS in healthcare; top risk is revenue concentration in two payers and pending HIPAA audit…
Screening brief
- Target profile: B2B SaaS healthcare ~$40M ARR
- Top risk: customer concentration + HIPAA audit exposure
- Next step: confirm reps and warranties scope with counsel
FAQ
- Is this legal advice?
- No. It is an intake template only; counsel should review outputs for your deal.
- Can I export responses?
- Use your workspace workflows; summaries help executives digest long answers quickly.