15 business prompts
Private equity and diligence
Organize diligence around testable questions.
A question to explore
What evidence supports an investment or value-creation hypothesis?
A practical way to begin
Start with a question you can check.
Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.
The collection
Find your next question.
Analysis, interactive Apps and repeatable Actions. Choose the outcome first.
Private equity and diligence
- Review data room evidence gapsData room evidence gap registerAnalysis
- Assess target customer concentrationCustomer concentration and contract exposure analysisAnalysis
- Reconcile target KPI definitionsTarget KPI definition and reconciliation bridgeAnalysis
- Compare diligence answers with source evidenceDiligence answer-evidence matrixAnalysis
- Map earnings adjustment supportEarnings adjustment evidence scheduleAnalysis
- Review change of control contract exposureContract exposure and clause reference scheduleAnalysis
- Assess target technology debt evidenceTechnology debt evidence assessmentAnalysis
- Build a value creation hypothesis registerEvidence-linked value creation hypothesis registerAnalysis
- Assess post-acquisition integration readinessIntegration readiness matrixAnalysis
- Investigate working capital diligence exceptionsWorking capital exception evidence scheduleAnalysis
- Trace related party diligence evidenceRelated-party evidence and match review scheduleAnalysis
- Check management growth claimsGrowth claim-evidence scheduleAnalysis
- Map carve-out data separation requirementsCarve-out data dependency and requirements mapAnalysis
- Review exit readiness evidenceExit evidence readiness checklistAnalysis
- Build a diligence request response workspaceDiligence request and response AppApp
From a question to useful work
Start with the data.
Build from what you find.
Choose a prompt, bring permitted inputs, and review the result. A useful analysis can become an App for your next review or an Action with configured repeat execution.