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Dissent Advisory course

DiligenceReadiness

Map the buyer’s process and request list, sweep the company the way the buyer will, decide what to fix and what to disclose, plan the remediation against the data room date, and report readiness to the founder in one page.

120 minutes core

FreeAppliedCertificateVerifiedIndiaFreeAppliedCertificateVerifiedIndia
Outcomes

You will be able to

  1. 01

    Lay out a private round from term sheet to closing, name the buyer’s workstreams and size the request list against the people who will answer it.

  2. 02

    Run a self-diligence sweep across the MCA record, the audit report and CARO, GST and income tax filings, the secretarial registers and payroll, and score it without calling an unknown clean.

  3. 03

    Triage each finding into fix, disclose, leave or counsel, weighing the cost and time to cure against the price the buyer will take for it.

  4. 04

    Build a remediation plan with owners, dependencies and evidence of closure, using the real regularisation routes: additional fees, adjudication, DRC-03, TDS interest and correction statements, PF interest and damages, board ratification.

  5. 05

    Write a one-page readiness report that leads with what moves the price and hands the next question to the tie-out.

Syllabus

Five chapters.
One company throughout.

  1. I

    The buyer runs the process, the seller sets its pace

    From term sheet to closing, who on the buyer’s side asks what, and where the sell side controls the clock.

  2. II

    Read the company as the buyer will

    The MCA record, the audit file and the tax portals show the buyer most of the issues before the first call.

  3. III

    Fix what you can, disclose what you cannot

    Each finding becomes a decision on time, cost and price, and a cured default is still disclosed.

  4. IV

    A plan is owners and dates, not a list of problems

    Regularisation routes, their lead times, the dependencies between them and the evidence that closes each one.

  5. V

    Lead with what moves the price

    A one-page heatmap, the order the founder hears it in, and findings written so the buyer reads the same thing.

Workbook

Build alongside the course

The 60-item sweep with evidence, the heatmap by workstream and severity, the triage of every finding, the remediation plan with owners and dependencies, the critical path to 4 January and the one-page report. Rebuild each chapter’s numbers alongside it, or give it to an AI tool with the specification on sheet 08_AI_Spec, then compare on 09_Answer_Check.

Download Excel workbook, 10 sheets, including a ReadMe →
Questions

Straight answers.

What is Diligence Readiness?
Diligence Readiness is a 120-minute course on mapping a buyer’s process and request list, sweeping the company the way the buyer will, deciding what to fix and what to disclose, and reporting readiness to the founder in one page.
Who is it for?
Analysts and associates on a sell-side mandate, and finance hires in a CFO’s or founder’s office preparing for a round. It assumes you read financial statements and a trial balance.
How long does it take, and is there a certificate?
About 120 minutes, plus an optional workbook and labs. A pass on the final assessment earns a Dissent Advisory certificate with prefix DA-DRDY.
Does it cover Indian company specifics?
Yes. The sweep covers the MCA record, the audit report and CARO, GST and income-tax filings, secretarial registers and payroll, and Indian regularisation routes such as additional fees, adjudication, DRC-03, and TDS interest.
Which pathway is this part of?
It is D1 of Pathway D, Sell-Side Diligence. Completing all four courses unlocks the pathway certificate DA-DILG at dissent.one/courses/pathways/sell-side-diligence.

Educational content only. Not a substitute for engagement-specific financial or legal advice.

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