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Generate tailored due diligence checklist for target

Generate tailored due diligence checklist for target

Your first prompt to AI

Your first prompt to AI

"Based on the attached deal stage, industry profile, and prior checklist document, generate a categorized due diligence checklist for the target."

"Based on the attached deal stage, industry profile, and prior checklist document, generate a categorized due diligence checklist for the target."

Enhanced AI workflow

Upload past DD checklists and target profile
AI generates tailored checklist with sector, stage, and deal context
Flags critical items and groups by workstream
Outputs editable Excel for diligence team

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Standardized output

Standardized output

Faster execution

Faster execution

Applied in

Applied in

Target screening, Due diligence

Target screening, Due diligence

Requesting departments

Requesting departments

Investment

Investment

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate

Investment Analyst, Investment Associate

Explore more tasks to be streamlined with AI

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‹ Previous

Identify missing deal documents to complete data room

Identify missing deal documents to complete data room

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Track contract expiration dates to alert on renewals

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