Intermediate
Engagement Letter: Transaction Advisory
Drafts a legal agreement for M&A advisory services, including success fees.
Draft an Engagement Letter for {firm_name} to provide Transaction Advisory services to {client_name}. Include: 1. Scope of work (Buy-side DD), 2. Fee structure (Retainer of {retainer} + Success Fee of {percent}%), 3. Limitation of Liability, and 4. Termination clauses.Related Prompts
Advisory & Consulting
IntermediateCustomer concentration and churn diligence: risk memo
Analyzes customer concentration, churn, and contract terms to produce a risk memo. Useful for buyers assessing sustainability of revenue and margins.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
55
Advisory & Consulting
IntermediateM&A Teaser (Blind Profile)
A 1-page document sent to potential buyers that keeps the seller anonymous.
GPT-4oGemini 1.5 Pro
0
0
49
Advisory & Consulting
AdvancedDebt schedule model: amortization, covenants, and waterfalls
Builds a debt schedule including amortization, interest, covenants, and a cash waterfall. Useful for refinancing, restructuring, and lender models.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
38