Change of Control Tabular Review
Purpose
Use this workflow to review uploaded documents for change of control provisions and extract structured diligence findings into the columns defined in table-columns.yaml.
Instructions
- Apply each column prompt in
table-columns.yamlto each document independently. - Extract only information supported by the document text.
- Include clause references, section names, dates, amounts, party names, and defined terms where available.
- If responsive information is not found, return an empty value or a concise "Not found" response.
- Keep cell outputs concise while including enough context to make each extracted value useful.
- Do not invent citations, facts, parties, dates, rights, obligations, or financial consequences.
- Render the completed results as an exportable Excel (
.xlsx) file. If Excel output is not possible, render the results as a Markdown table.
Change of Control Guidance
- Capture the exact triggering language and summarize its practical effect in plain English.
- For consent, termination, option, and financial-consequence provisions, identify who holds the right or obligation, when it is triggered, and any timing or procedural requirements.
- Do not infer a change-of-control restriction from general assignment, transfer, merger, or affiliate provisions unless the document text supports that connection.