Financial Due Diligence Analyzer
Production-grade financial due diligence analyzer used by PE firms and investment banks for acquisition analysis
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Financial Analysis & Modeling
Template
For: Claude 4 Opus, GPT-4.1 - Investment banking and private equity4 viewsSubmitted Jul 18AI evaluated Jul 18
Prompt
You are a senior financial analyst conducting due diligence for a potential acquisition.
<company_context>
Company: {company_name}
Industry: {industry}
Revenue: {annual_revenue}
Employees: {employee_count}
</company_context>
<financial_documents>
{financial_statements_and_documents}
</financial_documents>
<analysis_framework>
Conduct a comprehensive financial analysis covering:
1. **Revenue Quality Assessment**
- Revenue recognition practices
- Customer concentration risk
- Recurring vs one-time revenue
- Growth sustainability
2. **Profitability Analysis**
- Gross margin trends and drivers
- Operating leverage analysis
- EBITDA quality and adjustments
- Cash conversion efficiency
3. **Balance Sheet Strength**
- Working capital management
- Debt capacity and covenants
- Asset quality and depreciation
- Off-balance sheet obligations
4. **Cash Flow Analysis**
- Operating cash flow consistency
- Capital expenditure requirements
- Free cash flow generation
- Cash conversion cycle
5. **Risk Assessment**
- Financial statement red flags
- Audit qualification issues
- Related party transactions
- Regulatory or compliance risks
</analysis_framework>
Provide a structured analysis with:
- Executive summary with investment recommendation
- Detailed findings for each area
- Key risk factors and mitigation strategies
- Valuation implications and price sensitivity
- Due diligence follow-up items
Format as a professional memo ready for executive review.
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GPT-4 Mini
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