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Due Diligence Checklist

Due Diligence

Due Diligence Checklist

DOCXComing soon

The Due Diligence Checklist follows the 6-step Catalyst DD process and structures all relevant checkpoints — with responsibility fields, notes and status tracking.

What's included

Step 1: Technical Setup — system specification, degradation, FCAs, grid connection conditions
Step 2: Generation Profiles — P50/P90 profiles, capture rate, seasonal distribution
Step 3: Market Assumptions — price forecasts, regulatory outlook, scenarios
Step 4: Revenue Modelling — dispatch simulation, FCA quantification, sensitivities
Step 5: Financial Modelling — CAPEX, OPEX, DSCR, IRR, stress tests
Step 6: Further Checks — permits, grid contract, EPC, compliance, insurance
Checkboxes, responsibility fields, status (open / in progress / complete) and notes

Inputs

Project name and site
BESS configuration and size
Reviewers and responsible parties per step

Outputs

Completed checklist as DOCX document
Status overview: open vs. completed checkpoints
Notes and comments per checkpoint

For whom

DD teams, investors, lenders — for structured BESS project review

Model your own projects

Apply the methodology directly to your projects — with personalized scenarios, site parameters, and auditable results.