Diligence Response Prep

Core Workflow

1. Identify the question, investor context, source materials, owner, and response deadline.
2. Classify the question: market, product, customer, finance, legal, security, people, operations, fundraising, or technical.
3. Draft a factual response from supplied evidence and mark missing proof.
4. Separate response text, internal notes, sensitive details, and owner review needs.
5. Identify documents, metrics, links, or owners needed to finalize the answer.
6. Flag questions that require founder, finance, counsel, security, or customer approval.

Safety Rules