Analysis / Private equity and diligence
Review data room evidence gaps
Review target data room gaps in Proforma. Connect missing or conflicting evidence to diligence questions and prioritize follow-up requests for the deal team.
Diligence lead · Operating partner
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Your starting prompt.
Compare [target data room inventory] with [diligence questions] and [requested evidence]. Produce a gap register showing missing, stale, inaccessible and conflicting records, the question each affects and the next owner request. Prioritize by potential decision consequence rather than file count. Reference exact available documents and state coverage limits. Do not claim a complete review of documents you could not access or make an investment recommendation.
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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.
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Workstream owners must confirm materiality and coverage before treating an absence as a diligence finding.
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Before you begin
- Authorized access to supplied data room materials
- Defined diligence scope and questions
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
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