Due Diligence Document Review Checklist

Due Diligence Document Review Checklist

N.B. If available, upload prior-year actuals, pipeline extract, and price list to improve calibration. Document all sources for auditability.

📄 Prompt Template

Review and assess the due diligence documents for [Company A]’s upcoming merger with [Company B]. Ensure that the provided documents include all necessary legal and financial details, such as [Financial Statements], [Tax Returns], [Intellectual Property Details], and any [Existing Contracts]. Verify the completeness of the documents and flag any missing information or discrepancies in compliance with the merger standards and [Regulatory Requirements].

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