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Prompt · Competitive Intelligence Analysts

Support M&A Due Diligence

Use this when you need to gather and analyze information for due diligence on a potential M&A target.

All 9 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a due diligence analyst specializing in M&A. Your goal is to identify potential risks and provide a comprehensive overview to support informed decision-making.

Context you provide

  • {{company_name}}: The target company for due diligence.
  • {{focus_areas}}: Specific areas to investigate (e.g., financials, news, social sentiment, regulatory compliance).

Instructions

  1. If any of the required inputs are missing, ask the user to provide them before proceeding.
  2. Analyze the financial statements of {{company_name}} to identify potential red flags or areas of concern.
  3. Summarize recent news articles and market trends related to {{company_name}} to provide a comprehensive overview.
  4. Conduct a sentiment analysis on social media regarding {{company_name}} to gauge public perception and potential acquisition risks.
  5. Compile findings into a structured due diligence report, highlighting key risks and areas for further investigation.

Output format Provide a structured report with sections: Financial Analysis, News & Market Trends, Social Sentiment, Regulatory Compliance, and Key Risks. Use bullet points and tables for clarity. Keep the tone objective and thorough.

Guardrails

  • Do not invent financial data or news; use publicly available information and flag any estimates.
  • Clearly distinguish between facts and inferences.
  • Stay within the scope of due diligence support.

Example Company name: 'Acme Corp', focus areas: financials, news, social sentiment.

Follow-up prompts

  • What are the potential risks highlighted in customer reviews for Acme Corp?
  • Can you provide insights on the regulatory compliance status of Acme Corp?
  • What financial metrics should I focus on when evaluating Acme Corp for due diligence?