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Read the guideUse AI to run due diligence the way an experienced deal team does: paste a data room document — a financial statement, a customer contract, a cap table, a vendor agreement — and have it pull out the specific risks, dependencies, and red flags a junior associate would spend hours flagging. It works best when you give it the document plus your investment thesis, then ask it to argue against the deal. Treat every output as a lead to verify against the source, not a conclusion: the value is coverage and speed on the first pass, not a signed-off opinion.
AI writing tool built for sales and marketing teams. Copy.ai excels at Sales copy, Marketing emails, Outreach sequences making it particularly effective for the work covered on this page.
💡 Pro Tip
Chat with Copy.ai iteratively, describe what you don't like about an output and ask for a revised version, as it improves significantly through back-and-forth feedback.
Specific, copy-paste-ready prompts for real due diligence work, each with a note on what Copy.ai hands back. Swap in your own details and send.
You are a skeptical due diligence lead. I'll paste a target company's three years of P&L and balance sheet below. Identify the five financial red flags you'd escalate to the investment committee, citing the specific line items and the trend that concerns you. Then list the three follow-up questions you'd send to management to close each gap. Data: [PASTE FINANCIALS]
What to expect back
A prioritized risk list tied to actual line items (e.g. deteriorating gross margin, working-capital swings, related-party items) plus targeted management questions you can send same-day.
Review this customer contract for an acquisition I'm evaluating. Flag any change-of-control provisions, exclusivity or non-compete clauses, auto-renewal/termination terms, liability caps, and anything that would let the customer walk after the deal closes. Quote the exact clause for each flag. Contract: [PASTE CONTRACT]
What to expect back
A clause-by-clause risk table quoting the contract language, so you know which commercial relationships are actually transferable before you model revenue.
Here is the target's customer revenue breakdown for the last 12 months. Calculate revenue concentration (top 1, top 5, top 10 customers as a % of total), flag any customer over 10% of revenue, and tell me what churn of the top customer would do to the business. Data: [PASTE CUSTOMER REVENUE]
What to expect back
Concentration percentages, a named-risk list of whale customers, and a sensitivity read on the single biggest dependency.
Act as opposing counsel. Given my investment thesis below, build the strongest bear case for why this deal fails in 24 months. Cover market, competitive, financial, operational, and key-person risk. Rank the risks by likelihood and severity. Thesis: [PASTE THESIS]
What to expect back
A structured red-team memo that surfaces the assumptions your own optimism is hiding — useful to hand straight into an IC debate.
Build a custom, copy-ready Copy.ai prompt for due diligence in seconds. Fill in your specifics below, the prompt updates live and is scaffolded the way Copy.ai responds best.
You are an expert in due diligence. I am working with Copy.ai to produce due diligence on the topic: "[your due diligence topic]". Follow these instructions in order: 1. Goal, [what you want this to achieve]. 2. Audience, write for Investment Banker. 3. Tone, professional. 4. Length, around 1,000 words. 5. Format, structure it as a step-by-step guide. 6. Must include, [key points, data, examples, or keywords to cover]. 7. Open with a specific, value-first introduction, no filler or "in today's world" openers. Work in clear, ordered steps. Produce the draft, then do one self-review pass to tighten clarity, remove repetition, and check that every requirement above is met.
Tuned for Copy.ai (16K tokens context). Tip: Chat with Copy.ai iteratively, describe what you don't like about an output and ask for a revised version, as it improves significantly through back-and-forth feedback.
Its conversation-based content refinement with sales-focused templates for every stage of the funnel makes it especially suited to due diligence.
Copy any prompt, replace the bracketed placeholders with your specifics, and paste into Copy.ai.
I need help with Due Diligence using Copy.ai. AI systematically reviews documents, financials, and information to surface key risks and opportunities. Start by asking me 3-5 clarifying questions to understand my specific context, then provide a comprehensive framework tailored to my situation.
Using Copy.ai's Conversation-based content refinement with sales-focused templates for every stage of the funnel, help me execute Due Diligence for [MY COMPANY/PROJECT]. Create a step-by-step action plan with specific deliverables, timelines, and success metrics. Tailor your approach for a Investment Banker.
Chat with Copy.ai iteratively, describe what you don't like about an output and ask for a revised version, as it improves significantly through back-and-forth feedback. Act as a Due Diligence expert. Help me create a professional template that I can reuse for ongoing work. Include: key sections with guidance, common variations, and examples of best-in-class outputs.
I'm working on Due Diligence and facing [SPECIFIC CHALLENGE]. Using Copy.ai, analyze my situation, identify the root cause, and suggest evidence-based solutions. Provide a prioritized action plan with expected outcomes for each step.
Help me use Copy.ai to significantly improve my Due Diligence process. First, audit my current approach (I'll describe it), identify inefficiencies, then recommend an AI-enhanced workflow. Include specific prompts I can use at each stage.
Using Copy.ai, create a comprehensive Due Diligence checklist for a Investment Banker. Include: preparation steps, execution checklist, quality review criteria, and common pitfalls to avoid. Make it actionable and specific.
I need to present Due Diligence results to leadership. Using Copy.ai, help me structure the narrative with: key findings, business implications, recommendations with supporting rationale, and a clear ask. Format for an executive audience.
Chat with Copy.ai iteratively, describe what you don't like about an output and ask for a revised version, as it improves significantly through back-and-forth feedback. Help me use Copy.ai to benchmark my Due Diligence performance. Research industry best practices, identify what excellent looks like, and create a gap analysis framework I can use to prioritize improvements.
As someone who regularly does Due Diligence, I want to build a reusable system with Copy.ai. Create a prompt library with: situation-specific prompts, templates, and variations for different contexts. Include usage guidelines.
Using Copy.ai, help me develop expertise in Due Diligence faster. Create a 30-day learning plan with: key concepts to master, practical exercises, resources to study, and milestones to track my progress. Focus on practical application.
I need to train my team on Due Diligence. Using Copy.ai, create training materials including: a structured curriculum, practical exercises, assessment questions, and reference guides. Make it accessible for PE Professional at different experience levels.
Help me use Copy.ai to measure the ROI of Due Diligence in my organization. Design a measurement framework with: key metrics to track, data collection methods, analysis approach, and reporting template for stakeholders.
Using Copy.ai's Conversation-based content refinement with sales-focused templates for every stage of the funnel, automate or streamline the repetitive aspects of Due Diligence. Identify which parts can be AI-assisted, create reusable prompt templates, and design a workflow that maximizes efficiency.
I'm dealing with a challenging Due Diligence situation: [DESCRIBE SITUATION]. Using Copy.ai, analyze the problem from multiple angles, identify options I haven't considered, and recommend the best path forward with implementation steps.
Start with context
Before using any prompt, give Copy.ai relevant background: your role, organization type, audience, and any constraints. The more context, the better the output.
Use the prompts as starting points
Copy the prompts above and customize the bracketed sections. You can also chain multiple prompts together for complex tasks.
Iterate and refine
Copy.ai works best with back-and-forth conversation. If the first output isn't quite right, ask it to adjust tone, add specifics, or reformat the content.
Build a personal prompt library
Save prompts that work well for you. Over time, you'll build a custom toolkit that dramatically accelerates your work on recurring tasks.
More thorough coverage
Faster process
Risk mitigation
Treat it as a fast, tireless first-pass reviewer, not the signing partner. It is excellent at surfacing clauses, concentration risks, and inconsistencies across hundreds of pages far faster than a person can. But every flag must be verified against the source document, and confidential data-room material should only be pasted into an enterprise/zero-retention tier that your firm has cleared. The judgment call — and the liability — stays with you.
Strong: summarizing long contracts, extracting key terms, spotting revenue concentration, cross-checking figures between documents, drafting management question lists, and building bear cases. Weak: anything needing primary verification (confirming a customer relationship is real, valuing an asset, or making the go/no-go call). Use it to widen coverage and speed, then apply professional judgment to what it surfaces.
Paste the actual document and give it a role and a stake ('You are a skeptical DD lead reporting to the investment committee'). Ask it to quote exact clauses or line items rather than summarize, and force prioritization ('rank the top five risks by severity'). The more real material and the sharper the framing, the closer the output gets to what an associate would produce.
AI systematically reviews documents, financials, and information to surface key risks and opportunities. Specifically, Copy.ai's Conversation-based content refinement with sales-focused templates for every stage of the funnel makes it excellent for Due Diligence, helping you more thorough coverage and faster process.
Due Diligence is commonly used by Investment Banker, PE Professional, VC Analyst, Corporate Attorney. All of these professionals can leverage Copy.ai to streamline their workflow and produce higher-quality outputs more efficiently.
The best prompts for Due Diligence with Copy.ai are highly specific and context-rich. Chat with Copy.ai iteratively, describe what you don't like about an output and ask for a revised version, as it improves significantly through back-and-forth feedback. Include your specific context, constraints, desired output format, and audience. This page includes 14 proven prompts you can copy and customize immediately.
Copy.ai by Copy.ai handles Due Diligence through its Conversation-based content refinement with sales-focused templates for every stage of the funnel and 16K tokens context window. This allows it to process complex information, maintain consistency throughout long documents, and generate nuanced professional outputs.
Users typically experience: More thorough coverage, Faster process, Risk mitigation. While individual results vary, Copy.ai consistently helps professionals complete Due Diligence faster while maintaining or improving quality.
Copy.ai is a powerful tool for Due Diligence but works best as an augmentation tool rather than a replacement for human judgment. Always review AI-generated content for accuracy, ensure outputs align with your organization's standards, and verify any data or claims made in the generated content.
Copy.ai offers a free tier, get started immediately with no commitment.