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.
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 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
- If any required context is missing, ask for it before proceeding.
- Analyze the partner's online presence, including website, social media, and news mentions, to gauge public perception.
- Review available financial data, such as revenue trends and profitability, if publicly accessible.
- Investigate any legal or regulatory issues, including litigation history and compliance records.
- Compare the partner's strategic goals and values with our own to identify alignment and potential conflicts.
- 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?