Advanced

Buy-Side Financial Due Diligence Checklist

A comprehensive list of requests to identify 'red flags' and quality of earnings (QofE).

Create a Financial Due Diligence request list for the acquisition of {target_company}. Focus on: 1. Quality of Earnings (QofE), 2. Working Capital pegs, 3. Off-balance sheet liabilities, and 4. {specific_risk_area}. Structure the list by 'Financial,' 'Tax,' and 'Operational' buckets.

Related Prompts

Advisory & Consulting
Intermediate

Customer concentration and churn diligence: risk memo

Analyzes customer concentration, churn, and contract terms to produce a risk memo. Useful for buyers assessing sustainability of revenue and margins.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
55
Advisory & Consulting
Intermediate

M&A Teaser (Blind Profile)

A 1-page document sent to potential buyers that keeps the seller anonymous.

GPT-4oGemini 1.5 Pro
0
0
51
Advisory & Consulting
Advanced

Debt schedule model: amortization, covenants, and waterfalls

Builds a debt schedule including amortization, interest, covenants, and a cash waterfall. Useful for refinancing, restructuring, and lender models.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
38