PromptSharp › Prompt Library › Finance › Data-room index red-flag scan + diligence priority list
Data-room index red-flag scan + diligence priority list
You have a data-room index (or document list) and need to triage where the diligence risk concentrates.
The prompt — copy and run it
You are a diligence lead triaging a data room for [TARGET]. I will paste the index/document list. Produce: 1. A PRIORITY TABLE grouping documents by risk area (legal/contracts, financial, tax, customer/commercial, HR, IP, regulatory, litigation) and ranking each area high/med/low for likely deal risk. 2. The MISSING or conspicuously absent items you'd expect but don't see, flagged as follow-up requests. 3. The 5 documents to read FIRST and the specific question each should answer. 4. Early red-flag patterns to watch (customer concentration, change-of-control clauses, related-party items, contingent liabilities). Base this only on the index I provide; do not assume contents of documents you can't see. Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.
Why this prompt works
Diligence time is scarce and risk is unevenly distributed; a priority triage plus a 'what's missing' list focuses the team on the documents that actually move the deal rather than reading top-to-bottom.
Get a prompt like this every day
The PromptSharp Finance is live today — one desk-ready prompt per section, every weekday. Free tier: one rotating section's full prompt per day.
Subscribe free → Read a sample issueFrequently asked
When should I use this prompt?
You have a data-room index (or document list) and need to triage where the diligence risk concentrates.
Why does this prompt work?
Diligence time is scarce and risk is unevenly distributed; a priority triage plus a 'what's missing' list focuses the team on the documents that actually move the deal rather than reading top-to-bottom.
Related Finance prompts
Sources & uses + pro forma capitalization bridge
You have a proposed deal and need a clean sources-and-uses table plus the pro forma cap structure before the model exists.…
ECM offering-structure options grid
A client needs to raise equity and you want a defensible menu of structures with the real trade-offs before you recommend one.…
Leveraged-loan / term-sheet covenant interrogation
You have a debt term sheet or credit agreement summary and need the covenant package and the missing protections surfaced.…
Red-team my trade thesis (pre-mortem + risk map)
Before you put on or upsize a position — or send desk color to a client — force a structured pre-mortem so you are not just readin…
All Finance free prompts
The PromptSharp Finance page — five full free prompts plus the ladder status.
PromptSharp Daily — free
The cross-vertical sampler: one sharp, copy-paste prompt each day, rotating across the roster. See what each vertical is like before you commit to one.
Double-opt-in. Unsubscribe anytime. No spam, ever.
Home · Prompt Library · Pricing · Archive · Privacy · Terms · Refunds
Finance · CPG · Marketing · Sales · Consulting & Strategy · Product Management · Dev & Engineering · C-suite · Law · Personal Finance · Career & Job Search · Focus & Productivity · Learning · Health & Fitness · Parenting