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 85,000+ 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
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 85,000+ 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

Foundation Executive

Private Family Foundation, Canada

Build confidence. Not workloads.

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