Executive Summary
Concise company overview: mission, legal form, owners, revenue band, and high-level risk notes to orient reviewers at a glance.
A kit reduces time spent chasing basic information, lowers onboarding errors, and creates a consistent baseline for risk review, vendor selection, or transaction planning.
The Business Discovery Kit is used by internal teams and external advisors to collect consistent business data before decisions or transactions.
Use the kit as a central reference during diligence, vendor onboarding, audits, or strategic planning to avoid repeated information requests.
Concise company overview: mission, legal form, owners, revenue band, and high-level risk notes to orient reviewers at a glance.
Hierarchical chart listing key officers and decision-makers, reporting lines, and delegated authorities for contracts and finance.
Top-line financials, bank relationships, recent tax filings, and accountant contact to support valuation and cash-flow checks.
List of core systems, vendors, and integration points (CRM, ERP, payroll, document storage) including admin users and SSO status.
Industry-specific compliance items, required notices, permits, and any HIPAA or FERPA considerations when applicable.
Next-step items, owners, and target dates to resolve gaps identified during discovery and to assign remediation tasks.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code for critical signers |
| Template reuse | Enable locked templates for core fields |
| Bulk send | Use for repeating recipient groups |
| Storage | Save signed PDFs to secure cloud |
Choose tools that support secure storage, audit trails, and common integrations to reduce manual work.
Allow 3–5 business days to gather core documents
Allow 2–4 business days for legal/finance review
Expect 24–72 hours with eSignature enabled
Archive within 1 business day after completion
Address gaps within 7–14 days
Requester uploads initial documents and completes form fields.
Designated reviewer checks legal names, dates, and TIN accuracy.
Appropriate signers execute required signature blocks electronically.
Signed kit stored with metadata and access controls for required retention.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |