Solenor / Transaction Services
IRL Template & Generator
An information request list (IRL) organizes the documents and answers requested during due diligence. Configure requests around your mission, transaction perimeter and target sector.
Generic IRL template
234 requests in the source template
English workbook, all scopes included. No account required for the generic template.
Configure your IRL
Selected requests
19/ 234
- Financial Due Diligence15
- Product & R&D Due Diligence4
English workbook. Mission, scope, perimeter and sector determine the included requests. Adapt dates and entity names before use.
Request preview
| ID | Request | Priority | Evidence requested |
|---|---|---|---|
| IRL-001 | Accounts Payable | Critical | Accounts payable aged trial balance with a reconciliation to the general ledger and information on amounts and nature of used and unused letters of credit through Dec-XX, Dec-XX and most recent balance sheet date. |
| IRL-002 | Accounts Receivable | Critical | Accounts receivable aged trial balance with a reconciliation to the general ledger as of Dec-XX, Dec-XX and most recent balance sheet date. |
| IRL-003 | Commitments and Contingent Liabilities | Critical | Listing of commitments and contingent liabilities as of the most recent balance sheet date (e.g., operating lease commitments by individual facility, unasserted claims, litigation, environmental matters, guarantees, earn-outs, contingent payments, etc.) |
| IRL-005 | Prepaid Expenses | High | Listing of prepaid expenses and other current assets as of Dec-XX, Dec-XX, and most recent period available. with a reconciliation to the general ledger and information on the accounting policies followed for such accounts and the timing of the conversion of any such amounts into cash. |
| IRL-009 | Financial Reporting Packages | High | Monthly or quarterly financial reporting packages from Jan-XX to [latest period] detailing performance versus budget / prior period. |
What does the IRL template include?
Requests cover financial, tax, commercial, operational, technology and human capital due diligence, plus valuation / PPA. Each row retains its request ID, scope, section, description and priority. The Excel workbook also includes status, owner, evidence reference and reviewer notes.
How does the IRL generator work?
The generator selects rows from the source template; it does not invent requests. A row must match the mission, perimeter and sector, and at least one selected scope. Requests applicable to all cases remain included. Multiple scopes are combined without duplicating requests.
Generic template or customized IRL?
The generic template contains all available requests and downloads without an account. The customized IRL includes only requests matching your configuration. Enter your email to receive the Excel workbook as an attachment, without creating an account. Neither the selection nor the template replaces professional review of the engagement scope.
How should you adapt an information request list?
Define entities, reporting periods, currencies, accountable owners and completion criteria before sending it. Review requests against the signed scope, available sources and transaction risks. Receiving a file does not mean a request is complete or reviewed.
This template is a starting point, not an exhaustive checklist or financial, tax or legal advice. Workbook content is in English. Engagement professionals remain responsible for conclusions.