Beginner
Diligence request list (VDR) builder by workstream
Generates a comprehensive but prioritized VDR request list by workstream, tailored to the target’s profile. Useful for diligence kickoff and coordinating advisors.
Create a diligence request list for {target_name}.
Inputs:
- Deal type and buyer focus areas: {buyer_focus}
- Target industry and complexity: {industry_complexity}
- Known red flags: {known_red_flags}
- Available data systems: {data_systems}
Output:
1) Request list grouped by workstream (Finance, Tax, Legal, HR, IT, Ops), prioritized (High/Med/Low).
2) For each item: purpose, preferred format, time period, owner.
3) Suggested cadence and tracker fields.
4) “Quick look” items for first 72 hours.
Keep it pragmatic and not overly burdensome.Related Prompts
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