MCThe Masterclass
Transforms a blank page into a complete, verified, and packaged data room with clean financials, a legal register, operations pack, risk register, and a compelling narrative. Every step outputs named artefacts you can share with advisors and buyers, with update routines to keep everything current.
Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 14 steps, examples and checklist unlock after purchase.
Setup: Define deal objective and constraints
Provide: [DEAL TYPE (majority sale / minority raise / debt refinance / other)], [TARGET CLOSE DATE], [MINIMUM PROCEEDS REQUIRED (NZD)], [OWNER OBJECTIVES (personal + business)], [BUYER TYPES PREFERRED / EXCLUDED], [NON-NEGOTIABLES (e.g., jobs, brand, control)], [CONSTRAINTS ON DISCLOSURE], [KNOWN RISKS / ISSUES], [ADVISORS & ROLES], [GEOGRAPHIES IN/OUT], [NOTES]. Act as a transaction prep lead and translate intent into a crisp, testable brief with measurable constraints. Work through it like this: 1) Distil objectives into a single deal thesis and 3–5 success criteria that are measurable and time-bound. 2) Quantify constraints (timelines, proceeds, covenants, disclosure limits) and convert them into pass/fail tests. 3) Define scope: what is in/out for the data room and diligence, and why (tie back to objectives). 4) Map decision rights, sign-offs, and a milestone timeline from now to close, including critical path items. 5) Log assumptions and known risks with owner, impact, and immediate mitigation actions. Give me the output as: Deal Brief & Constraints with sections: A) Deal Thesis (1 paragraph), B) Success Criteria (bulleted, each with metric/threshold/date), C) Constraints Table (columns: Constraint, Metric/Test, Threshold, Owner, Evidence), D) Scope In/Out (bulleted, with rationale), E) Decision & Timeline (milestones with dates/owners), F) Risks & Assumptions (columns: Item, Impact, Owner, First Action, Date). Quality bar: A senior advisor can make a 5‑minute go/no‑go call; every criterion is specific, dated, and evidenced. If anything is missing, mark it MISSING and ask up to 3 sharp questions to unblock, prioritising what affects timeline or proceeds.
A system prompt, then 15 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.
Owners or CEOs preparing a small-to-mid sized business for investment or sale who need a complete, investor-grade data room and documentation set.
If time-pressed, complete Steps 1–3 to define scope and sources, then jump to Steps 4, 5, 8, and 13 to assemble a minimal but functional data room; circle back for Steps 10–12 to harden quality and add the narrative.
15 steps, each building on the last: Setup: Define deal objective and constraints → Setup: Capture company snapshot → Setup: Map data sources and owners → Production: Produce historical financials pack → Production: Compile legal register → Production: Map operations and KPIs → Production: Build risk register and mitigations → Production: Draft data room index and folder schema → Production: Plan document production and redactions → Review & Quality Assurance: Reconcile financials and cross-references → Review & Quality Assurance: Compliance, confidentiality, and QA audit → Delivery: Write the investment narrative and teaser → Delivery: Assemble the data room and access protocol → Maintenance & Reuse: Run buyer Q&A tracker and update cadence → Maintenance & Reuse: Prepare the advisor/management handover playbook. Includes two worked examples, fix-it prompts and a quality checklist.
This kit guides structure, drafting, and packaging but does not replace licensed legal, tax, or audit advice—engage professionals for jurisdiction-specific compliance, valuation, or complex transaction structuring.
Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.
This is a prompt toolkit you run yourself, not software or professional advice.
Send them the free first step or the free guide:
More from The Masterclass
Turn blank-page anxiety into reliable outcomes for emails, planning, learning, writing and decisions by running a clear 13-step workflow that produces named artefacts at every stage. You’ll finish with safe, accurate outputs you can send, plus a reusable personal system.
Build a year-round, NZ-seasonal maintenance plan tailored to your actual property, with ready-to-use checklists, DIY guides, budgets, records, and pro-ready briefs. You finish with a live calendar and a repeatable review loop that keeps your home in good order.
Turns a blank page into a complete, eight-week moving workflow you can execute: timeline, packing plan, address and utilities changes, kids-and-pets arrangements, moving-day command sheet and first-night box. Every step produces a named artefact that feeds the next, so you miss nothing and stay in control.