App / Private equity and diligence

Build a diligence request response workspace

Build a diligence request tracker in Proforma. Keep owners, evidence versions and review states visible while separating answered, verified and closed issues.

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Your starting prompt.

Build one Proforma App for [diligence requests] with workstream, request and evidence views. Track owners, deadlines, response versions and reviewer states in Workspace Tables, linking only permitted documents. Distinguish answered from verified and closed, and show coverage gaps clearly. Include an unresolved-issues view for the deal team. Keep sensitive materials private and do not grant external participant access or declare diligence complete automatically.

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Method and review

Keep the assumptions visible.

Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.

For this task, check

Each workstream owner should confirm verification and closure; a response alone does not resolve a diligence issue.

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Before you begin

Authorized request and response data
Permission to create the App and operational tables
Reviewed participant visibility rules

Build one App from data you have permission to query. Review its definitions and calculations with your team.

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Make it your investigation.

Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.

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