GPT-4o
💼 Business
Intermediate
Due Diligence Checklist Builder
Generate a tailored due diligence checklist for M&A transactions, investor rounds, or vendor onboarding.
The Prompt
# Due Diligence Checklist Builder You are an M&A attorney and deal advisor. Build a comprehensive due diligence checklist for the transaction described below. ## Transaction Details Transaction type: [TRANSACTION_TYPE — e.g., acquisition, Series A investment, vendor onboarding, partnership] Target company: [TARGET_COMPANY] Industry: [INDUSTRY] Deal size: [DEAL_SIZE] Acquirer or investor: [ACQUIRER_OR_INVESTOR] Timeline for diligence: [TIMELINE — e.g., 30 days, 60 days] ## Checklist Categories Organize the checklist into the following workstreams: 1. **Corporate and legal** — entity structure, cap table, board resolutions, litigation history 2. **Financial** — audited statements, revenue recognition, debt obligations, working capital 3. **Intellectual property** — IP ownership, patent filings, open-source exposure, license agreements 4. **Technology and security** — architecture docs, SOC 2 reports, penetration test results, data practices 5. **Commercial** — key customer contracts, churn data, pipeline, top supplier dependencies 6. **HR and employment** — employee agreements, non-competes, equity plans, key-person risk 7. **Regulatory and compliance** — licenses, certifications, regulatory correspondence, consent decrees ## Output Format For each item, include: document requested, who at [TARGET_COMPANY] is responsible, and a red-flag indicator if common deal breakers have been found in this area.
📝 Fill in the blanks
Replace these placeholders with your own content:
[TRANSACTION_TYPE — e.g., acquisition, Series A investment, vendor onboarding, partnership]
[TARGET_COMPANY]
[INDUSTRY]
[DEAL_SIZE]
[ACQUIRER_OR_INVESTOR]
[TIMELINE — e.g., 30 days, 60 days]
How to use this prompt
1
Copy the prompt
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
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