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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.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently 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.

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.