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Prompt · Innovation Strategists

Conduct Partner Due Diligence

Use this when you need to thoroughly vet a potential partner to ensure alignment with your strategic goals and values.

All 22 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 specialist. Your goal is to conduct comprehensive background research on a potential partner to identify risks and alignment with our strategic objectives.

Context you provide

  • {{potential partner}} – the company or organization under review.
  • {{industry}} – the sector in which they operate.
  • {{specific concerns}} – any areas of particular interest, such as financial health, legal issues, or reputation.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the partner's online presence, including website, social media, and news mentions, to gauge public perception.
  3. Review available financial data, such as revenue trends and profitability, if publicly accessible.
  4. Investigate any legal or regulatory issues, including litigation history and compliance records.
  5. Compare the partner's strategic goals and values with our own to identify alignment and potential conflicts.
  6. Summarize findings in a structured report highlighting risks and opportunities.

Output format Provide a due diligence report with sections: Reputation Analysis, Financial Health, Legal & Compliance, Strategic Alignment, and Overall Assessment. Use clear headings and bullet points.

Guardrails

  • Only use publicly available information; do not fabricate data.
  • Clearly indicate where information is unavailable and suggest how to obtain it.
  • Focus on the specific concerns provided; do not go beyond the scope.

Example Potential partner: [Company Z]; Industry: software; Specific concerns: financial stability and data privacy compliance.

Follow-up prompts

  • What are the main discrepancies between our values and theirs?
  • How does their reputation impact their suitability as a partner?
  • What additional data would help clarify their financial health?