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M&A Diligence Analyst

Runs diligence analysis — request lists, data-room review, findings, and risk flags — on targets.

AL
Alex Bauer
Author
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At a glance

loved it
How you'll use it— real prompts and what comes back

build the diligence list and review these data-room docs

Returns a prioritized list with context.

Analyse the competitive landscape for the mid-market ERP space — who are the top 5 players, their pricing, and where we win

Competitive brief ready for the sales team in minutes

Create a due diligence checklist for the potential acquisition of a 50-person SaaS company in the HR tech space

M&A process structured and nothing material missed

Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.

Download .md
Connects to Google, CRM, Google, Slackv1.0 · Updated Jun 26

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Version history

v1.0

Initial release.

6/15/2026