Due Diligence

Professional Analysis.
Complete Confidence.

Professional-grade due diligence in minutes, at a fraction of the cost. We analyze audited financials, regulatory filings, and source documents, and deliver the confidence to give. No PhD required.

The Difference

Due diligence that actually scales

Traditional Due Diligence

  • 2–3 weeks per charity assessment
  • $5K–$15K in consultant or staff time
  • Manual, inconsistent, and non-comparable across your portfolio
  • No peer context: is a 68% program ratio good or not?
  • Every funder asks charities the same questions, over and over

WellCheck

  • Full assessment generated in minutes, not weeks
  • A fraction of the cost, available for every charity in your portfolio
  • Standardized and comparable across every organization you assess
  • Peer benchmarking across 86,000+ Canadian charities: same cause area, same revenue bracket
  • Charities answer a handful of questions. We read their source documents and do the rest.
  • Fully brandable: your logo, your report, your client relationship

See it on a charity you know

The sample report shows the format. The real test is a charity you already have questions about. Ask for a sample WellCheck on a charity you name, and judge the analysis on ground you know well.

What's Included

Every WellCheck report covers...

Source Document Analysis ✦ New

Audited financials, annual reports, theories of change, and strategic plans, read and reasoned through by the most advanced AI analysis engine available, with human-reviewed methodology. Not just referenced.

Peer Benchmarking ✦ New

Every charity's financial profile compared against similar organizations: same cause area, same revenue bracket, across 86,000+ Canadian charities. Context that's never been available at this scale.

Governance & Leadership

Board structure, term limits, conflict of interest policies, and executive stability, verified against CRA director records.

Financial Health & Sustainability

Revenue trends, operating reserves, expense ratios, audit opinion quality, and long-term financial resilience indicators.

Accreditations & Compliance

Third-party accreditations, CRA filing history, audit status, and regulatory standing, all cross-referenced against public records.

Impact & Program Approach

Theory of change coherence, outcomes measurement maturity, and whether an organization measures outputs, or real impact.

“WellCheck saves me literally dozens of hours of committee work.”

Foundation Executive, private family foundation

Build confidence. Not workloads.

Join DAFs and foundations managing $2.3B+ in charitable assets who trust WellCheck for professional charity assessments.