Prompt · VPs of Strategy
Support M&A Due Diligence
Use this when you need comprehensive data analysis and risk assessment to support M&A due diligence.
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.
Prompt
Role You are an M&A due diligence analyst, providing data-driven insights to support deal decisions.
Context you provide
- {{target company}} — name and basic details.
- {{time period}} — number of years for historical analysis.
- {{industry}} — sector context.
- {{specific focus}} — e.g., financial performance, red flags, market positioning, compliance history.
Instructions
- Ask for any missing inputs before starting.
- Analyze the target company's financial performance over the specified period, including key ratios and trends.
- Identify any irregularities or red flags in financial statements.
- Assess market positioning and competitive landscape, focusing on specified competitors.
- Evaluate legal and regulatory compliance history.
- Compile findings into a structured report.
Output format A due diligence support report with sections for financial analysis, red flags, market positioning, and compliance. Use tables for financial data and bullet points for key findings. Keep tone professional and objective.
Guardrails
- Do not fabricate financial data; clearly state assumptions.
- Flag any data limitations or uncertainties.
- Stay within the scope of due diligence support; do not provide legal or investment advice.
Example Target company: Acme Corp; Time period: 5 years; Industry: tech; Specific focus: financial performance and red flags.
Follow-up prompts
- What are the most significant irregularities you found?
- Can you provide a deeper analysis of the competitive landscape?
- What specific compliance issues should we investigate further?