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20
Supritha Rao
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Project Pearly Whitez
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Due Diligence
67/203
Integration Tasks
21/87
-
　
ID
Title
Priority
Status
Assignees
Reviewers
Files
Reply
Findings
Labels
Date Requested
Request Type
Completion Progression
Department
Start date
Due date
Value Drivers
　
Due DiligenceLegalCorporate Organization
Resolved
AS
A. Seller
MF
1
16
Day 1
Internal Review
Sep 11, 2024
Planning
75%
Legal, HR
Oct 21
Jan 31
Resolved
AS
A. Seller
MF
3
2
Internal Review
Sep 11, 2024
Diligence
75%
Legal
Nov 1
Feb 11
Resolved
AS
JR
MF
2
1
Top Priority
Internal Review
Sep 27, 2024
Diligence
25%
Legal
Feb 11
May 24
Resolved
AS
HS
MF
M. Fuller
1
Internal Review
Sep 24, 2024
Diligence
50%
Legal
Oct 21
Dec 20
Resolved
AS
A. Seller
MF
1
Internal Review
Sep 12, 2024
Diligence
-
Legal
Oct 21
Dec 20
Resolved
AS
A. Seller
MF
M. Fuller
1
Top Priority
Internal Review
Sep 24, 2024
Diligence
-
Legal, Finance
-
Nov 22
Due DiligenceLegalManagement
Resolved
AS
A. Seller
SS
MM
1
External Review
Sep 10, 2024
Diligence
-
Legal, Finance
Oct 21
Nov 22
Open
AS
A. Seller
SS
S. Striker
1
1
External Review
Sep 10, 2024
Planning
-
Legal
Oct 21
Dec 20
In Progress
AS
A. Seller
SS
S. Striker
External Review
Sep 10, 2024
Planning
-
Legal
Jan 27
Dec 20
Due DiligenceLegalCapital Structure
Open
AS
A. Seller
SS
S. Striker
1
1
Link
Sep 16, 2024
Diligence
-
-
Oct 21
Dec 20
Resolved
AS
A. Seller
SS
Link
Sep 16, 2024
Diligence
-
-
Oct 21
Nov 22
Resolved
AS
A. Seller
SS
S. Striker
-
Sep 16, 2024
Diligence
-
-
Oct 21
Nov 22
　
ID
Title
Priority
Status
Assignees
Reviewers
Files
Reply
Findings
Labels
Date Requested
Request Type
Completion Progression
Department
Start date
Due date
Value Drivers
　
Due DiligenceLegalCorporate Organization
1
Organizational Chart
2
Governing Documents
3
Joint Ventures
4
Authorized Jurisdictions
5
Board Minutes
6
Past Transactions
Due DiligenceLegalManagement
7
Related Party Transactions
8
Management Bios
9
Board Bios
Due DiligenceLegalCapital Structure
10
Capitalization Table
11
Equity Issuances
12
Options and Convertible Instruments
ID 1
Due Diligence / ... / Corporate Organization
Findings
Organizational Chart

Please provide an organizational chart showing the corporate structure of the Target and all subsidiaries and affiliates.


Attachments (1)
1.2.1 Sample Org Chart.pdf
Feb 7
Findings
#4Large amount of potential redundant employees
#14Accounting is overboated
HS
Value Drivers
Blocked by
Accounting
#56Financial Statements - Unaudited
AS
Blocking
Comments


Jan 15
HS
Hayden Sawyer2:16 PM

EB
Eric Bristol
we need this piece of info in order for the seller to do their job

Jan 14
HS
Hayden Sawyer12:43 PM

AS
A Seller
We a new org chart with these updates

Jan 10
Dave Fields1:35 PM

AD
Ashley Dolbee

Jan 8
Dave Fields3:27 PM

AD
Ashley Dolbee
Please check this out

Dec 13, 2024
HS
Hayden Sawyer12:47 PM

AS
A Seller
New org sheet has been uploaded please make sure to do x

Dec 09, 2024
HS
Hayden Sawyer2:15 PM

JR
Julia Rollins
- We need a new org chart

Dec 02, 2024
Dave Fields6:14 PM

AM
Alex Marino
Please double check this

Nov 22, 2024
CN
Charisma Nuqui9:12 AM

CN
Charisma Nuqui
I need a new version

Nov 07, 2024
Dave Fields2:10 PM
to Anonymous, Internal HR Team Leads

Posted

Nov 06, 2024
Dave Fields1:12 PM

AD
Ashley Dolbee
Please look into this further

Oct 15, 2024
HS
Hayden Sawyer11:26 AM

JR
Julia Rollins
We need a new org chat

Aug 07, 2024
Dave Fields4:15 PM
My group only

Left behind a Finding, please ensure PMI sees it ahead of planning.

MF
Mark Fuller3:34 PM
from Internal Legal Counsel to My group

Newest record is acceptable, will mark as reviewed and resolve item.

AS
A Seller3:32 PM

DF
Dave Fields
Uploaded to the data room! Check the newest doc version.

Dave Fields3:30 PM
Edited
to Internal Legal Counsel

MF
Mark Fuller
Please take care in reviewing this, initial doc was dated and we can't let any of the subsidiaries slip.

Aug 02, 2024
Dave Fields8:45 AM

AS
A Seller
Could you please provide the most up-to-date record? This appears to be from several years prior.

Assignee
AS
A Seller
Reviewers
Elizabeth O'Keefe
Alex Marino
MF
Mark Fuller
Ashley Dolbee
Followers
MF
Mark Fuller
AS
A Seller
Julia Rollins
HS
Hayden Sawyer
CN
Charisma Nuqui
Ashley Dolbee
EB
Eric Bristol
Status
Resolved
Priority
High
Start date
Oct 21
Due date
Jan 31
Labels
Day 1
Internal Review
Date Requested
Sep 11, 2024
Request Type
Planning
Completion Progression
75%
Department
Legal, HR