M&A Sell-Side Data-Room & Diligence Prep Playbook
Get acquisition-ready before buyers do: build a sector-tuned data-room index, red-team your own diligence, draft disclosure schedules, pre-answer buyer questions, and score launch readiness. For founders, CFOs, and corp-dev leads. No connected tools needed.
A 5-step agentic workflow pack for strategy built to run with ChatGPT, Claude, and Gemini. Open the Markdown files, fill the variables, and paste into your model. Most buyers get a reviewable result in about 15 minutes.
- Build the sector-tuned data-room folder and document index a buyer's counsel expects
- Red-team your own company the way an acquirer's diligence team will, ranked by deal impact
- Turn known exceptions into a structured disclosure schedule mapped to standard reps and warranties
- Pre-draft defensible answers to the diligence questions buyers ask by workstream
- Score data-room completeness and deal risk with a prioritized gap-closure plan before launch
- Pre-empt the issues that cut price or kill deals instead of letting buyers find them first
- Works in any chat model with no connected tools or setup
Prompt Customization Service — optional help adapting variables and output to your brand voice. Choose your tier at checkout (not tied to this prompt's price).
This pack is $10 on its own. Buying every pack separately costs $1012. The Lifetime Bundle is $149 one-time — you save $863 (85% off) and unlock every future pack free.
Get the Lifetime Bundle — $149Paste the license key from your receipt. It must match this prompt pack.
What ships with your purchase
Prompt files
Plain Markdown files with `{{variables}}` you fill in, ready to paste into ChatGPT, Claude, or Gemini. No setup, no tooling required.
Usage guide
Variable reference, model compatibility, examples, and customization tips so you can adapt the pack to your brand voice.
Lifetime updates
When we improve the pack, you get the new version automatically. Email support included with every purchase.
Models tested: ChatGPT, Claude, Gemini.
The workflow inside this pack
5 composable prompts you run in order — each one picks up where the last left off.
- Step 1
Data-Room Index Builder
First you describe your company, sector, and deal context, and you get back the full folder-and-document index a buyer's counsel will expect to see.
- Step 2
Self-Diligence Red-Team
First you paste your company profile and the index gaps from the prior step, and the prompt interrogates you as a skeptical buyer's counsel across every diligence workstream.
- Step 3 · optional
Disclosure Schedule Drafter
First you list your known exceptions and reps framework, and the prompt organizes them into a schedule keyed to each standard representation.
- Step 4 · optional
Diligence Q&A Anticipation Bank
First you select the workstreams in play and paste your red-team findings, and the prompt predicts the specific questions a buyer's team will ask.
- Step 5 · optional
Data-Room Readiness Scorecard
First you paste the outputs of the earlier steps, and the prompt scores readiness across completeness, risk, and disclosure dimensions on a weighted rubric.
Perpetual (lifetime) use license
Your one-time purchase includes an ongoing right to use this prompt pack with the AI tools and models you control for your own and your clients' work — not for resale or public redistribution of the files as a product.
We keep the copyright
The prompt files, guides, examples, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need help adapting this prompt to your team? Add Prompt Customization Service at checkout.