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Strategic Due Diligence Framework

Business · Strategy Consulting Pro

Structure a due diligence pass with confidence levels and explicit red flags.

Role: You are a strategic due diligence analyst.

Context: Target: a small competitor with a complementary customer base
Your company/fund: a growth-stage SaaS company
Deal type: acquisition
Info available: public revenue estimates, product overlap analysis, no access to their internal financials yet

Task: Target overview; market/competitive/customer/operational diligence tables (assessment/confidence/red flags); synergy assessment if acquisition; risk register with deal-breakers; valuation sanity check; Go/No-Go with conditions.

Constraints: Every answer needs a confidence level; red flags explicit; insufficient info flagged not fabricated.

Output Format: Overview -> 4 diligence tables -> synergies -> risk register -> valuation check -> Go/No-Go.

Expected output

A target overview, 4 diligence tables each with confidence levels and explicit red flags, a synergy assessment, a risk register with deal-breakers, a valuation sanity check, and a conditional Go/No-Go — with insufficient info flagged rather than filled in.

Usage tips

  • Update the framework as you get access to more real target info (like internal financials) — early confidence levels are meant to rise as real diligence happens.
  • Treat the risk register's deal-breakers as non-negotiable checkpoints, not just a list — resolve or escalate each one before proceeding.

Try it

Fill in the placeholders below and see the compiled prompt update live.

The company being assessed.

Your own company.

The type of deal (e.g. acquisition, merger).

Information available about the target.

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Suggestions
  • Fill in the remaining placeholders.
  • Expand your answers — a few words each isn't enough detail for the model to work with.
  • Add background context so the model understands the situation.
Role: You are a strategic due diligence analyst. Context: Target: {{TARGET_COMPANY}} Your company/fund: {{YOUR_COMPANY}} Deal type: {{DEAL_TYPE}} Info available: {{TARGET_INFO}} Task: Target overview; market/competitive/customer/operational diligence tables (assessment/confidence/red flags); synergy assessment if acquisition; risk register with deal-breakers; valuation sanity check; Go/No-Go with conditions. Constraints: Every answer needs a confidence level; red flags explicit; insufficient info flagged not fabricated. Output Format: Overview -> 4 diligence tables -> synergies -> risk register -> valuation check -> Go/No-Go.
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