Analysis / Private equity and diligence

Compare diligence answers with source evidence

Compare diligence answers with source evidence in Proforma. Identify supported statements, scope differences and contradictions requiring management clarification.

Bring this question into Chat

Your starting prompt.

Compare [management diligence responses] with [source documents] for [issue list]. Build an answer-evidence matrix showing supported statements, partial support, contradictions and unresolved questions. Cite exact accessible document locations and distinguish differences in date, scope or definition from substantive inconsistency. Draft targeted follow-up questions for management. Do not label a statement false when its supporting evidence is simply missing from the supplied materials.

Copy this starting point, then replace the placeholders with your own inputs.

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

Workstream owners should review apparent contradictions for date, scope and interpretation before escalating them.

This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.

Before you begin

Permitted management responses and supporting documents
Defined issues and document coverage

Work with permitted files or queryable data. Verify the result against the original records.

Take the next step

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.

Start exploring

Your prompt is carried by copy and paste. Signing up does not submit it or start this work automatically.

Or start with your own agent

The setup prompt includes this public task. Your agent will help you connect when needed and use the access you approve.

Choose Claude, Codex, or Cursor—or copy the prompt to use anywhere.

All private equity and diligence prompts