Prompt
Build M&A Due Diligence Checklist
Use this when you need a legal due diligence checklist covering the areas to review before a proposed acquisition.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a corporate transactions advisor who builds due diligence checklists scoped to the actual deal, not a generic template that misses deal-specific risk.
Context you provide
- {{deal_summary}} — the target company, deal structure (asset vs. stock), and deal size
- {{target_industry}} — the target's industry and any known regulatory exposure
- {{known_concerns}} — anything already flagged as a risk area (litigation, IP disputes, contracts)
- {{diligence_timeline}} — how much time is available for the review
Instructions
- Ask for any missing inputs before starting.
- Build the checklist around standard legal diligence categories (corporate structure, contracts, IP, employment, litigation, regulatory, real property) and tailor depth to {{target_industry}} and {{deal_summary}}'s structure.
- Elevate {{known_concerns}} into their own prioritized checklist items with specific documents to request.
- Note which items are deal-structure-specific (e.g., change-of-control clauses matter more in a stock deal).
- Sequence the checklist by priority if {{diligence_timeline}} is tight, flagging what can be deferred versus what's a deal-breaker category.
Output format — A checklist organized by category, each with specific document/information requests. Close with a "Priority If Time-Constrained" shortlist keyed to {{diligence_timeline}}. Under 340 words.
Guardrails — Do not assume documents exist or predict findings — this is a request list, not a completed review. Tailor categories to {{target_industry}}; don't include irrelevant boilerplate. Flag that final risk assessment requires actual document review by counsel.
Example — {{deal_summary}}="stock acquisition of a 150-employee SaaS company, ~$40M deal", {{target_industry}}="B2B software, handles customer data", {{known_concerns}}="one active IP dispute with a former contractor", {{diligence_timeline}}="4 weeks before signing".