Managed Service Provider Due Diligence Template
General Information
Provider Name
Contact Person
Email
Phone Number
Address
Date Completed
Company Overview
Year Established
Legal Structure
Description of Services Provided
Number of Employees
Financial Stability
Annual Revenue
Profitability (last 3 years)
Financial Statement Availability
Security & Compliance
Certifications (e.g. ISO 27001, SOC 2)
Data Protection Policies
Incident Response Plan
Regulatory Compliance
Service & Support
Service Level Agreements (SLAs)
Support Availability
Escalation Procedures
References & Reputation
Client References
Review of Legal Actions/Pending Litigation
Relevant Case Studies or Testimonials
Risk Assessment
Identified Risks
Mitigation Strategies
Notes & Comments