Data Room Ready: a free AI prompt to start

Step 1, free.

Copy this, paste it into your AI, and swap the [BRACKETS] for your own details.

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.

How to get a good answer.

1. 01Fill every [BRACKET] with real detail. Vague in, vague out.
2. 02Read the answer, then reply with what's wrong or missing. The AI fixes it in seconds.
3. 03Check facts, prices and anything legal or safety-related yourself before you use it.

The rest of the workflow.

Step 1 gets you started. The full The Masterclass — Data Room Ready takes you all the way, 15 steps in order:

1. 01Setup: Define deal objective and constraints (free above)
2. 02Setup: Capture company snapshot
3. 03Setup: Map data sources and owners
4. 04Production: Produce historical financials pack
5. 05Production: Compile legal register
6. 06Production: Map operations and KPIs
7. 07Production: Build risk register and mitigations
8. 08Production: Draft data room index and folder schema
9. 09Production: Plan document production and redactions
10. 10Review & Quality Assurance: Reconcile financials and cross-references
11. 11Review & Quality Assurance: Compliance, confidentiality, and QA audit
12. 12Delivery: Write the investment narrative and teaser
13. 13Delivery: Assemble the data room and access protocol
14. 14Maintenance & Reuse: Run buyer Q&A tracker and update cadence
15. 15Maintenance & Reuse: Prepare the advisor/management handover playbook

Get the full kit · NZ$74.50 →

Pay once, keep it. Delivered instantly with a copy button on every prompt.

Questions

Does this work with the free version of ChatGPT?

Yes. The prompt works in the free versions of ChatGPT, Claude and Gemini, on a phone or a computer.

What do I put in the [BRACKETS]?

Your real details: notes, numbers, names, whatever the bracket asks for. The more specific you are, the better the answer.

Is the AI's answer always right?

No. Treat it as a strong first draft: check facts, figures and anything legal or safety-related before you use it.

What's in the full The Masterclass — Data Room Ready?

15 steps run in order, a system prompt that sets the AI up for the job, worked examples, fix-it prompts and a quality checklist. It's NZ$74.50 once, no subscription.

Know someone who'd use this?

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