Contract Review vs Financial Due Diligence

Contract Review

By Mohit Agarwal (PM Skills)

Flag risky clauses, missing protections, and negotiation points in any legal agreement.

Financial Due Diligence

By Mohit Agarwal (PM Skills)

Build a complete financial review framework for any investment, acquisition, or partnership.

Contract Review

• Reads any contract and produces a structured review with risk rating and key terms summary
• Flags unusual or risky clauses with plain English explanations of what they mean
• Identifies missing protections that should normally be in this type of agreement
• Recommends specific actions for each clause (negotiate, accept, seek legal advice, or query)
• Translates legal jargon into a summary anyone can understand

Financial Due Diligence

• Creates a tailored document request list covering financials, revenue, costs, cash, debt, and tax
• Generates key analytical questions about revenue quality, margins, cash conversion, and liabilities
• Provides a red flags checklist highlighting common warning signs like customer concentration or aggressive accounting
• Outputs a summary assessment template to rate revenue quality, margin sustainability, cash generation, and overall risk

Reach for Contract Review when…

• You're about to sign a SaaS agreement, NDA, employment contract, or supplier deal
• You need to understand what a contract actually says before sending it to a lawyer
• You want to spot red flags or missing clauses before negotiations start
• You're a founder or operator reviewing agreements without in-house legal support

Reach for Financial Due Diligence when…

• You're evaluating an acquisition target or investment opportunity and need to know what financial info to request
• You're vetting a major supplier or partner and want to assess their financial stability
• You're preparing for a board meeting or investor discussion and need a structured financial review framework
• You need to understand financial health but don't have a finance background