Follow-up due-diligence checklist preparation after deep research
Prompt detail
Assume you are a seasoned venture-capital professional who has just completed a roadshow interview with {{Project_name}}. To make an informed investment decision, and in light of the information already gathered, please produce a follow-up due-diligence checklist of additional documents and data still required.
What the prompt does
After a roadshow pitch, VCs often struggle to systematically identify what information is still missing before making an investment decision. This prompt transforms scattered post-pitch notes into a structured due-diligence checklist covering financials, team background, industry data, and qualitative evidence gaps.
With remio, you input the company name and remio instantly cross-references your meeting transcripts, shared pitch decks, and email threads from that startup to surface exactly which documents and data points you still need to request — eliminating the risk of overlooking critical diligence items.
When to use
• Immediately after a roadshow interview when you need to send the founder a structured follow-up request for missing materials
• When preparing for an investment committee meeting and you must confirm every diligence item has been collected or flagged as outstanding
• After reviewing a pitch deck that felt incomplete — to pinpoint specific financial, legal, or operational gaps
• When onboarding a co-investor or associate who needs a clear picture of what's been gathered versus what's still pending
• Before issuing a term sheet, ensuring no critical data point was missed during earlier conversations
Prompt examples
Input: {{Project_name}}: Heliotrope Bio, a Series A synthetic biology startup developing enzyme-based carbon capture
remio responds:
Based on your roadshow notes and the pitch deck Heliotrope Bio shared via email on March 12, here is your follow-up due-diligence checklist. Financial items still needed: audited 2023 financials, detailed 18-month cash runway projections, and a cap table including all SAFE conversions. On the team side, you should request full CVs for the CTO and VP of R&D, plus references from at least two prior collaborators. Industry data gaps include third-party market sizing for enzyme-based carbon capture (your meeting transcript noted the founder cited an internal estimate only). Qualitative items outstanding: customer LOIs or pilot agreements, IP assignment confirmations, and regulatory pathway documentation for EPA compliance. Finally, request access to their data room for lab results validating enzyme stability claims discussed during the Q&A.
Tip 1: Include specific concerns or red flags from the pitch in your input — for example, "the founder was vague about unit economics" — so remio tailors the checklist to probe those exact weak spots.
Tip 2: Run this prompt once per portfolio candidate and save the output to a remio collection, creating a trackable diligence tracker you can revisit as documents arrive.
Tip 3: Specify the funding stage (Seed, Series A, etc.) to ensure the checklist reflects stage-appropriate diligence depth.
More tips
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