Diligence Meeting Prep

Workflow

Step 1: Meeting Context

Ask the user for:

• Meeting type: Management presentation, expert call, customer reference, advisor check-in, site visit
• Attendees: Who from the target company or third party
• Topic focus: Full business overview, or specific workstream (financial, commercial, operational, tech)
• What you already know: Prior meetings, CIM, data room findings
• Key concerns: Specific issues to probe

Step 2: Generate Question List

Organize questions by priority and topic. Structure depends on meeting type: