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🌸 万物焕新春季特惠 年度计划立减 30% 🌸 优惠码:SPRING2026

深入研究后,准备后续尽职调查清单

在听完推介后,进行更深入的研究;从公司获取有关行业、财务、团队以及定性和定量支持数据的更多信息。

Prompt detail

假设您是一位经验丰富的风险投资专业人士,刚刚完成了与 {{Project_name}} 的路演面谈。为了做出明智的投资决策,并考虑到已收集的信息,请编制一份后续尽职调查清单,列出仍需收集的其他文件和数据。

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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