Beginner

Diligence request list (VDR) builder by workstream

Generates a comprehensive but prioritized VDR request list by workstream, tailored to the target’s profile. Useful for diligence kickoff and coordinating advisors.

Create a diligence request list for {target_name}.

Inputs:
- Deal type and buyer focus areas: {buyer_focus}
- Target industry and complexity: {industry_complexity}
- Known red flags: {known_red_flags}
- Available data systems: {data_systems}

Output:
1) Request list grouped by workstream (Finance, Tax, Legal, HR, IT, Ops), prioritized (High/Med/Low).
2) For each item: purpose, preferred format, time period, owner.
3) Suggested cadence and tracker fields.
4) “Quick look” items for first 72 hours.

Keep it pragmatic and not overly burdensome.

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Client update email for advisory engagement (status, next steps)

Drafts a polished client status update email with progress, blockers, and next steps. Useful for consultants maintaining client confidence and alignment.

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DCF valuation model blueprint with assumptions checklist

Outlines a DCF model structure, key assumptions, and validation checks. Useful for valuation analysts producing defensible valuations for boards, investors, or disputes.

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Advisory & Consulting

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Market multiples valuation: peer set screening and adjustments

Creates a peer screening framework and calculates valuation multiples with normalization adjustments. Useful for quick valuation triangulation and fairness work.

GPT-5.2 Thinking; GPT-4.1; o3-mini