Ngena Ngemvume Qala ukuzama mahhala
Uhlu lokuhlola lwe-due diligence

Uhlu lokuhlola lophenyo olunzulu lomhlinzeki (owangaphandle / umphakeli)

Amadokhumenti okufanele uwacele ngaphambi kokwamukela umphakeli, umhlinzeki we-SaaS noma umlingani wokukhipha umsebenzi – inkampani, impilo yezezimali, ukuphepha kolwazi, ukuvikelwa kwedatha, ukuthobela imithetho nemigomo yenkontileka.

Bona uhlu lokuhlola

Ukuhlola okujulile kwabantu besithathu (abahlinzeki) kwenziwa yikhasimende ngaphambi kokuthembela kumhlinzeki: ibhange lingenisa umcubunguli wezinkokhelo, inkampani ikhetha umhlinzeki we-cloud, umkhiqizi usayina umhlinzeki wengxenye ebalulekile. Inhloso ukuqinisekisa ukuthi umhlinzeki nguye ngempela athi nguye, unamandla ezezimali okwenza umsebenzi, uthobela umthetho nezibopho zokulawulwa zekhasimende uqobo, futhi uphephe ngokwanele ukuze athenjwe ngedatha noma ngezinqubo ezibalulekile.

Ukujula kufanele kuhambisane nengozi. Umhlinzeki onengozi ephansi ongafinyeleli kudatha angadinga kuphela ubunikazi, ukuhlolwa kwezijeziso nomshwalense. Umhlinzeki obalulekile ocubungula idatha yomuntu siqu noma oqhuba inqubo eyinhloko udinga lonke uhlu olungezansi, ukuhlolwa kokuphepha nelungelo lokuhlola. Imikhakha eminingi elawulwayo – ikakhulukazi ezezimali – idinga nokuqapha okuqhubekayo, ngakho lindela ukuvuselela izitifiketi nemibiko okungenani kanye ngonyaka. (Qaphela: ku-M&A, "ukuhlola okujulile komthengisi" kusho umbiko umthengisi awugunyaza ngenkampani yakhe; ngalokho, bona uhlu lokuhlola lwe-M&A.)

Kumhlinzeki, indlela esheshayo yokuphumelela kulezi zibuyekezo yiphakethe lokwethenjwa elilungiselelwe kusengaphambili: izitifiketi zamanje nemibiko yokuhlola, uhlu lwemibuzo olujwayelekile olugcwalisiwe, izinqubomgomo nethempulethi yesivumelwano sokucubungula idatha, kwabelwane ngakho ngesixhumanisi esisodwa esilawulwa ukufinyelela nesine-NDA kunokuba kunamathiselwe kuma-imeyili uma kuceliwe.

Uhlu lokuhlola lwe-Uphenyo olunzulu lomhlinzeki – amafolda angu-6, amadokhumenti angu-37

Kunezinombolo njengenkomba yegumbi ledatha: sebenzisa izigaba njengamafolda bese ugcina izinombolo emagameni amafayela.

1. Inkampani nobunikazi

  1. 1.1Isitifiketi sokubhaliswa nesiqeshana serejista
  2. 1.2Isakhiwo sobunikazi nabanikazi bokugcina abazuzayo
  3. 1.3Abaqondisi nabaphathi ababalulekile
  4. 1.4Imiphumela yokuhlolwa kwezijeziso, ama-PEP nemibiko yabezindaba engemihle
  5. 1.5Izinkampani zeqembu nabasebenzi bekontileka abangaphansi abathintekayo enkonzweni
  6. 1.6Ubufakazi obuvela kumakhasimende akhona

2. Impilo yezezimali

  1. 2.1Izitatimende zezimali ezihloliwe zakamuva
  2. 2.2Umbiko wesikweletu noma isilinganiso
  3. 2.3Ubufakazi bomshwalense (wezobungcweti, we-cyber, wesibopho esijwayelekile)
  4. 2.4Ababolekisi abakhulu noma abatshali-zimali nanoma yimaphi amanothi okuqhubeka kwebhizinisi
  5. 2.5Ukuncika ekhasimendeni elilodwa noma emthonjeni owodwa wezimali
  6. 2.6Izitifiketi zesimo esihle sentela noma zokukhokha

3. Ukuphepha kolwazi

  1. 3.1Inqubomgomo yokuphepha kolwazi
  2. 3.2Izitifiketi noma imibiko (isitifiketi se-ISO 27001, umbiko we-SOC 2 Type II)
  3. 3.3Isifinyezo sokuhlolwa kokungena (penetration test) kwakamuva nesimo sokulungisa
  4. 3.4Uhlu lwemibuzo yokuphepha olugcwalisiwe (isb. i-SIG, i-CAIQ noma olwakho)
  5. 3.5Incazelo yokulawulwa kokufinyelela, ukubethela nokuloga
  6. 3.6Umlando wezigameko zokuphepha nohlelo lokusabela ezigamekweni
  7. 3.7Izinhlelo zokuqhubeka kwebhizinisi nezokululama enhlekeleleni nemiphumela yokuhlolwa

4. Ukuvikelwa kwedatha

  1. 4.1Isivumelwano sokucubungula idatha
  2. 4.2Uhlu lwabacubunguli abangaphansi nezindawo zabo
  3. 4.3Indlela yokudlulisela emazweni angaphandle (ama-SCC, isinqumo sokwanela)
  4. 4.4Amarekhodi okucubungula enkonzo
  5. 4.5Izinqubo zokugcinwa nokususwa kwedatha
  6. 4.6Inqubo yokwazisa ngokwephulwa kwedatha nezikhathi

5. Ukuthobela imithetho ne-ESG

  1. 5.1Inqubomgomo yokulwa nokufumbathisa nenkohlakalo
  2. 5.2Ikhodi yokuziphatha nokwamukelwa kwekhodi yabahlinzeki
  3. 5.3Isitatimende sobugqila besimanje / samalungelo abantu, lapho kudingeka khona
  4. 5.4Amalayisensi nokugunyazwa kwabalawuli kwenkonzo
  5. 5.5Izinqubomgomo zezemvelo nezokusimama
  6. 5.6Amacala nezinyathelo zabalawuli ezibhekiswe kumhlinzeki

6. Ukusebenza nenkontileka

  1. 6.1Incazelo yenkonzo nesivumelwano sezinga lenkonzo (SLA)
  2. 6.2Imodeli yokwesekwa nabantu bokuxhumana uma kwenyuswa udaba
  3. 6.3Uhlelo lokuphuma nokushintshela komunye
  4. 6.4Imikhawulo yesibopho, izinxephezelo nezidingo zomshwalense
  5. 6.5Amalungelo okuhlola nezibopho zokubika
  6. 6.6Imigomo yamanani, yokuvuselela neyokuqeda
Uhlu lokuhlola olusebenzisanayo
Dawuniloda i-Excel (XLSX) Isakhiwo samafolda (ZIP)
Kopishela ku-Google Sheets

Vula i-Google Sheet entsha (sheets.new), chofoza iseli A1 bese unamathisela le fomula – uhlu lokuhlola luyavuleka namakholomu athi Status, Owner, Due date ne-Notes:

Ukuze uyihlele, khetha konke, kopisha bese unamathisela njengamavelu kuphela (Ctrl+Shift+V).

I-CSV ivuleka ku-Excel, Numbers noma ku-Google Sheets. Kuyisiqalo esisebenzayo – sishintshe sifanele isivumelwano sakho nomthetho wezwe lakho ngosizo lwabeluleki bakho.

Dala leli gumbi ku-HelpRange

Ubani obuzayo

Amathimba okuthenga, okuphepha kolwazi, ezomthetho nemfihlo ohlangothini lwekhasimende; ezinkampanini ezilawulwayo kanye nokuthobela imithetho nokuphathwa kwengozi yabantu besithathu. Ekukhishweni komsebenzi okubalulekile, abalawuli bangalindela ukuthi ifayela litholakale uma licelwa.

Isikhathi esijwayelekile

Kusukela ezinsukwini ezimbalwa kubahlinzeki abanengozi ephansi kuya emasontweni amaningana kubahlinzeki ababalulekile; phinda ekuvuseleleni futhi okungenani minyaka yonke kubantu besithathu abanengozi ephezulu.

Izimpawu zengozi
  • Ubunikazi obungacacile noma abanikazi abazuzayo abangahlonziwe
  • Okutholakele ekuhlolweni kwezijeziso noma emibikweni yabezindaba engemihle
  • Asikho isitifiketi sokuphepha esizimele noma umbiko wokuhlola wenkonzo ebalulekile
  • Abacubunguli abangaphansi abangaziwa noma idatha egcinwe emazweni angalindelekile
  • Ukwenqaba ukwamukela amalungelo okuhlola noma izikhathi zokwazisa ngokwephulwa
  • Isimo sezezimali esibuthakathaka noma ukungabaza ngokuqhubeka kwebhizinisi
  • Alukho uhlelo lokuqhubeka kwebhizinisi oluhloliwe

Shintsha lolu hlu lokuhlola lube yigumbi ledatha

Dala isakhiwo samafolda, layisha amadokhumenti ngaphansi kwezinombolo zenkomba ezifanayo futhi wabelane ngawo ngokwamukelwa kwe-NDA, izimvume ngefolda ngayinye, izimpawu zamanzi nokulandelela ezingeni lekhasi. Uhlelo lwe-Max $87 ithimba ngalinye ngenyanga lwamagumbi edatha ane-NDA, i-Unlimited $174, noma i-Deal Room Pass yesikhathi esisodwa ngo-$199 (izinsuku ezingama-90).

Khiqiza inkomba yegumbi ledatha I-Deal Room Pass – $199
Imibuzo Evame Ukubuzwa

Uphenyo olunzulu lomhlinzeki – imibuzo

Kuyini ukuhlola okujulile kwabahlinzeki?

Ukuhlola inkampani ekwenzayo kumhlinzeki wempahla noma wezinsizakalo ngaphambi kokusayina naphakathi nobudlelwano: ubunikazi nomnikazi, impilo yezezimali, ukuphepha, ukuvikelwa kwedatha, ukuthobela imithetho nemigomo yenkontileka.

Yimiphi imibhalo okufanele ngiyicele kumhlinzeki?

Isiqeshana serejista nobunikazi, izitatimende zezimali, izitifiketi zomshwalense, izitifiketi zokuphepha noma umbiko we-SOC 2, uhlu lwemibuzo yokuphepha olugcwalisiwe, isivumelwano sokucubungula idatha nohlu lwabacubunguli abangaphansi, izinqubomgomo ne-SLA.

Ukuhlola okujulile kwabahlinzeki kufanele kuphindwe kangaki?

Ekuvuseleleni nangohlelo olusekelwe engozini – ngokuvamile minyaka yonke kubahlinzeki ababalulekile noma abanengozi ephezulu futhi kungavamile kangako kubahlinzeki abanengozi ephansi – kanye nanoma nini lapho inkonzo noma ubunikazi bushintsha.

Uyini umehluko phakathi kokuhlola okujulile komthengisi ku-M&A nasekuthengeni?

Ku-M&A, ukuhlola okujulile komthengisi ngumbiko umthengisi awugunyaza ngebhizinisi lakhe ukuze uwunikeze abathengi. Ekuthengeni nasekuphathweni kwengozi yabantu besithathu, kusho ikhasimende elihlola abahlinzeki balo.

Abahlinzeki bangabelana kanjani ngamadokhumenti okuphepha ngokuphephile?

Ngegumbi ledatha noma isixhumanisi esilandelelwayo esinokwamukelwa kwe-NDA, uphawu lwamanzi nokuphelelwa yisikhathi kokufinyelela, ukuze imibiko ye-SOC 2 nezifinyezo zokuhlolwa kokungena zingadluliselwa ngokukhululekile.

Uhlu lokuhlola oluhlobene
Ukuhlolisisa kwezomthetho Uphenyo olunzulu lwe-M&A Uphenyo olunzulu lwezezimali Ukuhlolisisa kwentela

Lonke uhlu lokuhlola: Uphenyo olunzulu lwe-M&A · Ukuhlolisisa kwezomthetho · Uphenyo olunzulu lwezezimali · Ukuhlolisisa kwentela · Uphenyo olunzulu lwezindlu nomhlaba · Uphenyo olunzulu lokuqoqa uxhaso lwezinkampani ezisaqala · ukubuka konke

Amathuluzi namagumbi edatha
Uhlu lokuhlola lophenyo olunzulu olusebenzisanayoIsikhiqizi senkomba yegumbi ledathaIsibali sezindleko zokuhlolwa kokwethembekaIgumbi ledatha le-M&AIgumbi ledatha lokuqoqa imaliIgumbi ledatha ne-NDAAmagumbi edatha abonakalayo angcono kakhulu