Diligence Response Prep

Diligence Response Prep

Core Workflow

1. Identify the question, investor context, source materials, owner, and response deadline.
2. Classify the question: market, product, customer, finance, legal, security, people, operations, fundraising, or technical.
3. Draft a factual response from supplied evidence and mark missing proof.
4. Separate response text, internal notes, sensitive details, and owner review needs.
5. Identify documents, metrics, links, or owners needed to finalize the answer.
6. Flag questions that require founder, finance, counsel, security, or customer approval.

Safety Rules

• This is analysis and drafting support only, not legal, tax, investment, accounting, or financial advice.
• Do not invent facts, documents, revenue, customers, contracts, legal status, security posture, or fundraising claims.
• Do not provide final answers to legal, finance, tax, security, or contractual diligence without owner review.
• Require approval before investor sends or data room publication.

Deliverable Shape

For diligence response prep, provide:

• Question classification
• Draft response
• Evidence used
• Missing evidence
• Sensitive details
• Required reviewer
• Follow-up owner and deadline

References

• Read references/diligence-response-prep-checklist.md when preparing diligence responses, diligence FAQs, evidence maps, or owner routing.