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Management-presentation question bank
You have a management meeting or diligence session coming and need a sharp, non-generic question set.
The prompt — copy and run it
You are a deal-team member preparing for a management presentation / diligence session on [TARGET, sector, deal context]. Produce a QUESTION BANK organized by theme: 1. Business model & unit economics 2. Market, competition & moat 3. Growth strategy & pipeline durability 4. Financials, margins & cash conversion 5. Risks, customer concentration & key-person dependence 6. Management, incentives & capital allocation For each theme give 4-6 specific, probing questions (not yes/no), and flag the 3 questions whose answers would most change the valuation. Do not assume facts about the target beyond what I provide. 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
- Copy the full prompt above with the Copy button.
- Fill in your inputs. Replace each bracketed placeholder with your specifics:
[TARGET, sector, deal context] - Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.
Why this prompt works
The value of a diligence session is in the non-obvious questions; grouping by theme and surfacing the valuation-moving questions turns a generic checklist into a prioritized attack plan.
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When should I use this prompt?
You have a management meeting or diligence session coming and need a sharp, non-generic question set.
Why does this prompt work?
The value of a diligence session is in the non-obvious questions; grouping by theme and surfacing the valuation-moving questions turns a generic checklist into a prioritized attack plan.
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