Generates a prioritized due diligence checklist tailored to your transaction type and target industry, organized by risk category with document request language and priority tiers.
Generates a prioritized due diligence checklist tailored to your transaction type and target industry, organized by risk category with document request language and priority tiers. Use it at the start of any acquisition to structure your diligence workstream fast.
Context: My client is [acquiring/investing in] a [target company type] in the [industry] sector. Transaction type: [asset purchase/stock purchase/merger]. Key concerns: [list — e.g., IP portfolio, regulatory compliance, pending litigation].
Role: Act as an M&A associate preparing for due diligence.
Ask: Create a comprehensive due diligence checklist tailored to this transaction. Prioritize items by risk level and deal-relevance. Include document requests for each category. Flag items specific to [industry] and [transaction type].
Format: Organized by category (corporate, financial, IP, contracts, litigation, regulatory, tax, employment, environmental, insurance). Each item: document description, priority (critical/important/standard), and specific request language.
Tone: Thorough and systematic.
Source: https://claudeforlawyers.com/blog/claude-ai-prompts-for-lawyers