
Due Diligence Data Room Setup
N.B. If using a borrowing base, include eligibility assumptions. Upload recent AR aging, AP terms, and inventory turns to calibrate receipts/disbursements timing.
📄 Prompt Template
Set up a secure data room for storing all relevant documents for the [Company A] and [Company B] merger due diligence process. Ensure that all legal and financial documents, such as [Corporate Tax Returns], [Intellectual Property Agreements], [Regulatory Filings], and [Customer Contracts], are properly organized and accessible to authorized parties. Include a detailed file naming convention and access control guidelines for the data room.