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Finance & Banking

Financial Due Diligence Checklist

Conduct thorough financial due diligence with AI-assisted checklist creation, analysis frameworks, and finding documentation.

Advanced1 promptSaves 60-90 minutes/task

Time Savings

Per Task60-90 minutes
Weekly4-6 hours (during DD)

Best for

M&A AnalystInvestment AnalystControllerCFO

Prerequisites

  • 1Access to target company information
  • 2Understanding of deal structure
  • 3Access to ChatGPT or Claude

Workflow Steps

1

Define Scope

15 min

Establish due diligence focus areas and timeline.

2

Generate Request List

15-20 min

Use AI to create comprehensive information request.

Recommended: Claude or ChatGPT

3

Conduct Analysis

Varies

Review documents and analyze findings.

4

Document Findings

20-30 min

Use AI to structure DD report.

Recommended: Claude or ChatGPT

Prompt Templates

Expected Outcome

Thorough due diligence that identifies risks and validates value.

Pro Tips

  • •Prioritize requests - you will not get everything
  • •Document findings as you go
  • •Track open items and follow up systematically

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