Private equity
Build a first-pass diligence checklist for a target
Generate a starting diligence checklist tailored to a specific target.
Audience: Private equity teamsDifficulty: Advanced
Input needed
Target company name, sector, and deal type
Prompt
Build a first-pass diligence checklist for [target company, sector, deal type], covering commercial, financial, legal, and operational workstreams. Flag any sector-specific diligence items that are easy to miss.
Expected output
A workstream-organised diligence checklist with sector-specific flags.
CL
Recommended model: Claude
The strongest choice for long-document financial writing and reasoning.
Part of the Private Equity Screening workflow.