Create and maintain due diligence checklists for acquisitions or investments. Tailor requests to the company and deal, track owners and review status, and summarize missing documents and issues that could affect valuation or deal terms.
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
Review the instructions the agent will receive before you install.
Ask the user for:
Generate a checklist across all major workstreams, tailored to the sector:
Financial Due Diligence
Commercial Due Diligence
Legal Due Diligence
Operational Due Diligence
HR / People Due Diligence
IT / Technology Due Diligence (for tech-enabled businesses)
Environmental / ESG (where applicable)
For each item, track:
| Item | Workstream | Priority | Status | Owner | Notes |
|---|---|---|---|---|---|
| QoE report | Financial | P0 | Pending | ||
| Customer interviews | Commercial | P0 | In Progress | 3 of 10 complete |
Status options: Not Started → Requested → Received → In Review → Complete → Red Flag
Maintain a running list of red flags discovered during diligence:
Automatically add relevant items based on sector:
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Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.