Skip to main content

Partnership Due Diligence

Comprehensive partner evaluation with financial analysis, technical assessment, and cultural fit review

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: due-diligence partnership-development risk-assessment evaluation vendor-management

Workflow Diagram​

Steps​

Step 1: Financial analysis​

Agent: /analyze

financials - Review revenue, profitability, funding, burn rate

Step 2: Technical assessment​

Agent: /assess

technical-fit - Evaluate technology stack compatibility and quality

Step 3: Customer references​

Agent: due

diligence-specialist - Speak with partner's existing customers

Step 4: Security review​

Agent: due

diligence-specialist - Audit security practices and compliance

Step 5: Cultural fit​

Agent: /evaluate

culture - Assess values alignment and working style compatibility

Step 6: Risk assessment​

Agent: due

diligence-specialist - Identify deal-breakers and material risks

Step 7: Go/no​

Agent: go recommendation

due-diligence-specialist - Present findings and recommendation

Usage​

To execute this workflow:

/workflow business/sales/partnership-due-diligence.workflow

See other workflows in this category for related automation patterns.