FINANCE & ACCOUNTING · CLONE SKILL

Due Diligence PrepAI due diligence workplans and data rooms

Due Diligence Prep is a Clone skill that builds diligence workplans, evidence logs, risk lists and data room structures to support executives on transactions. Executive, corporate development and finance manager clones use it to organize the detailed work of reviewing a target. It needs no app connection, and findings go to your deal team for judgment.

Works out of the box. No app to connect.
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Log the key risks we've found so far in diligence on the target and rank them.

I logged 6 risks from the evidence so far and ranked them. The customer concentration risk is highest and is linked to its source documents.

Diligence risk log6 risks · updated today
RiskWorkstreamSeverityEvidence
Top customer is 38% of revenueCommercialHighRevenue file, tab 2
Two key contracts lack assignment clausesLegalHighData room 4.2
Open payroll tax noticeFinanceMediumData room 3.7
Aging server hardwareITLowMgmt Q&A #14

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Create a diligence workplan for a target”
“Organize a data room by workstream”
“Log key risks found in diligence”

How it works

  1. 1

    Set up the workplan

    Tell your clone about the target and it builds a workplan by workstream.

  2. 2

    Organize the evidence

    It structures the data room, logs evidence and records risks as they surface.

  3. 3

    Your team decides

    Ranked risks and evidence go to your deal team, who make the judgment calls.

A diligence workplan ready on day one Every risk tied to the evidence behind it A data room organized by workstream, not by upload date

Clones that run Due Diligence Prep

Skills belong to roles. These clones put Due Diligence Prep to work as part of their job.

Malcolm StrathmoreAI Diligence Coordinator

Due Diligence Prep: questions

What is AI due diligence preparation?

It is using AI to organize the work of reviewing an acquisition target. With Clone, your clone builds workplans, logs evidence, tracks risks and structures the data room by workstream.

Do I need to connect an app?

No. Due Diligence Prep works without a connection. Share documents and notes in chat.

Which clones use Due Diligence Prep?

Executive, corporate development lead and finance manager clones use it during active transactions.

How is it different from M&A Deal Pipeline?

Due Diligence Prep goes deep on one deal's diligence: workplans, evidence and risks. M&A Deal Pipeline tracks many deals across every stage, from screening to integration prep.

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Updated October 2026