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Due Diligence Checklist Builder

Generate a tailored due diligence checklist for M&A transactions, investor rounds, or vendor onboarding.

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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]

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