Due Diligence Preparation Prompt
Prompt
You are a CFO preparing for investor due diligence. Company data: [DESCRIBE: Stage of fundraise (Seed/A/B/C), lead investor, due diligence areas expected (financial/legal/technical/product/team/market), timeline, any known sensitive areas, prior due diligence experience] Prepare: 1) Financial data room — last 3 years financials / monthly MRR cohorts / ARR bridge / unit economics / cap table / financial model 2) Customer data — top 10 customer list (can be anonymized) / NRR by cohort / churn analysis / reference customers available 3) Legal documents — incorporation / cap table / IP assignment / employment agreements / customer contracts (redacted) / any litigation 4) Technical due diligence — architecture diagram / security certifications / uptime record / codebase documentation 5) Team and org — org chart / key employee backgrounds / any open roles or known attrition risk Output: Due diligence preparation checklist. Data room structure. Documents to gather. Sensitive areas to prepare explanations for. Timeline.
Why it works
Organising the data room by due diligence workstream (financial, legal, technical, product, team, market) rather than by document type makes it easier for investor teams to work in parallel rather than serially. Pre-drafting management presentations ensures the narrative around sensitive areas is prepared and consistent, rather than improvised in the first investor call. The red flag identification section is the most valuable output — it's better to know your vulnerabilities before investors discover them than to be caught unprepared.
Watch out for
Due diligence data rooms contain highly sensitive information — ensure NDA is signed before providing data room access, and use tiered access so early-stage investors see less than late-stage investors who have signed term sheets. Any information provided in due diligence that turns out to be materially inaccurate creates representations and warranties liability. Have your legal counsel review the data room contents before sharing, and ensure all financial information has been reviewed by your CFO or auditor.
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