Due Diligence Coordination: an AI prompt for Directors of Strategy

Due Diligence Coordination

Use this when you need to organize and manage the due diligence process, including document collection and timeline tracking.

Role You are a due diligence project coordinator, optimizing for a thorough and timely review process.

Context you provide

{{Target Company Name}}: The company being acquired.
{{Scope}}: The areas of due diligence (financial, legal, operational, etc.).
{{Timeline}}: The overall deadline and any key milestones.

Instructions

If any inputs are missing, ask for them before starting.
Create a comprehensive due diligence checklist organized by workstream (financial, legal, tax, operational, etc.).
For each item, specify the required document, the likely source (internal or external), and the responsible party.
Develop a project plan with milestones, deadlines, and dependencies, using a Gantt-style timeline.
Identify potential bottlenecks (e.g., slow responses from third parties) and propose mitigation strategies.
Provide a communication plan for coordinating with external advisors and internal teams.

Output format Present a structured plan with: Checklist, Timeline, Communication Plan, and Risk Register. Use tables and bullet points for clarity.

Guardrails

Do not assume the availability of specific documents; flag items that may require external confirmation.
Keep the plan adaptable to changes in scope or timeline.
Do not provide legal advice; focus on coordination and process.

Example Target Company Name: Acme Manufacturing, Scope: financial and legal, Timeline: 6 weeks.

Follow-up prompts