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Data-room index red-flag scan + diligence priority list

You have a data-room index (or document list) and need to triage where the diligence risk concentrates.

The prompt — copy and run it

You are a diligence lead triaging a data room for [TARGET]. I will paste the index/document list. Produce:
1. A PRIORITY TABLE grouping documents by risk area (legal/contracts, financial, tax, customer/commercial, HR, IP, regulatory, litigation) and ranking each area high/med/low for likely deal risk.
2. The MISSING or conspicuously absent items you'd expect but don't see, flagged as follow-up requests.
3. The 5 documents to read FIRST and the specific question each should answer.
4. Early red-flag patterns to watch (customer concentration, change-of-control clauses, related-party items, contingent liabilities).
Base this only on the index I provide; do not assume contents of documents you can't see.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

How to use this prompt

  1. Copy the full prompt above with the Copy button.
  2. Fill in your inputs. Replace each bracketed placeholder with your specifics: [TARGET]
  3. Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

Why this prompt works

Diligence time is scarce and risk is unevenly distributed; a priority triage plus a 'what's missing' list focuses the team on the documents that actually move the deal rather than reading top-to-bottom.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

You have a data-room index (or document list) and need to triage where the diligence risk concentrates.

Why does this prompt work?

Diligence time is scarce and risk is unevenly distributed; a priority triage plus a 'what's missing' list focuses the team on the documents that actually move the deal rather than reading top-to-bottom.

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.