OpenDataRoomFind your next handover
A pack for the question in front of you.
A deck from WhatsApp. An IC review. A manager’s DDQ. Start with the task, see the documents, then try a fictional walkthrough.
These are original illustrative workflows, not client case studies, investment advice or a complete diligence checklist. You choose the material and supply the AI.
Raising and reviewing capital
Introduction · Startups / Founders
From seed to Series A: prepare evidence for your next investor conversation
Bring the current pitch, market assumptions and founder evidence together for an initial conversation. Keep formal diligence separate until the recipient needs it.
Seed pitch.pdf · Market assumptions.csv · Founder experience.docx
Diligence · Startups / Venture capital
Prepare Series A diligence documents for an investor’s AI
Let a reviewer compare a growth claim with its dated supporting figures and definitions. Keep the current deck, metric definitions and unresolved reconciliation questions in one bounded pack.
Series A deck.pdf · Customer metric definitions.xlsx · Diligence questions.docx
Market review · Startups / Investors
Share TAM, SAM and SOM assumptions with supporting sources
Make a market-sizing conversation about definitions and evidence. Put the source population, relevant segment, pricing basis and obtainable-share assumption beside the deck.
Market sizing note.pdf · Market assumptions.csv · Evidence gaps.docx
Screening · Angel investors / Angel syndicates
Share an angel syndicate review pack with named recipients
Give each prospective participant the same approved company summary while keeping allocation decisions, identity checks and subscription records in their proper systems.
Company summary.pdf · Lead investor questions.docx · Allocation status.csv
Partner review · Co-investors / Private equity funds
Prepare a co-investment evidence pack for partner review
Share the approved deal thesis, the assumptions behind the base case and the issues a partner must resolve before deciding whether to proceed.
Co-investment memo.pdf · Sponsor assumptions.xlsx · Open diligence issues.docx
Introduction and follow-up · Placement agents / Fundraisers
A placement-agent deal pack for introductions and follow-up
Keep each mandate’s approved materials, version date and follow-up questions together. A distinct recipient connection helps separate requests across concurrent deals.
Approved fund overview.pdf · Mandate and disclosure note.docx · Follow-up questions.txt
Demo day · Accelerators / Incubators
Prepare an accelerator demo-day pack for investor questions
Offer a compact, permissioned pack for each company. Separate public programme material from a founder’s approved business evidence so one team cannot expose another’s confidential files.
Demo day company brief.pdf · Founder Q&A.docx · Milestone note.csv
Independent review · Family offices / Multi-family offices
A family-office deal review pack with clear source boundaries
Give an adviser a defined investment question with the supporting memo, source register and unresolved points. Separate the deal from family records and unrelated portfolio information.
Direct investment brief.pdf · Source register.csv · Review mandate.docx
Acquisition diligence · Private equity funds / Buyout teams
Organise a private-equity diligence evidence pack
Arrange the investment thesis around source-backed earnings, customer concentration and outstanding diligence. A review pack should make the gap between management claims and verified evidence visible.
Acquisition memo.pdf · Quality of earnings questions.docx · Management bridge.xlsx
Diligence, decisions and reporting
Decision preparation · IC committees / Investment teams
Build an investment committee pack with traceable evidence
Connect the decision memo to its model assumptions, source references and open questions. Keep the author’s recommendation distinct from an approved committee decision.
IC memo draft.pdf · Scenario assumptions.xlsx · Decision questions.docx
Manager selection · LPs / Fund managers
Share an LP manager due-diligence pack for AI-assisted review
Put a manager’s approved questionnaire, supporting policies and open follow-ups together. Preserve the questionnaire version and distinguish stated policies from evidence of their operation.
Manager DDQ responses.docx · Valuation policy.pdf · Follow-up register.csv
Ongoing reporting · LPs / Investor relations
Share an LP quarterly reporting pack with definitions and context
Keep the approved period report, definitions and explanation of changes together. Different investors may have different entitlements, so prepare the permitted reporting scope for each recipient.
Quarterly report.pdf · Reporting definitions.xlsx · Movement commentary.docx
Manager comparison · Fund of funds / LPs
Compare manager evidence in a fund-of-funds review pack
Organise each manager’s permitted materials with a common definitions note. A side-by-side review is useful only when periods, strategy and performance bases remain visible.
Manager A summary.pdf · Manager B summary.pdf · Comparison definitions.docx
Credit review · Private credit funds / Lenders
Prepare a private-credit review pack and redacted data tape
Pair a permitted, minimised data tape with field definitions and the assumptions in the credit memo. Document cut-off dates and missing values before asking an AI to explore it.
Credit memo.pdf · Redacted pool sample.csv · Data dictionary.docx
Event-driven review · Special situations / Distressed investors
A special-situations evidence pack with dates and open conditions
Make dated claims, proposed events and unresolved conditions easy to distinguish. A later review should not silently treat an old proposal as a completed restructuring.
Situation brief.pdf · Event timeline.csv · Liquidity assumptions.docx
Secondary transaction review · Secondaries investors / LPs
Organise a secondaries transaction review pack
Keep the reference date, unfunded obligations and transaction assumptions beside the proposed transfer. Make clear which figures come from a dated statement and which depend on future events.
Secondary interest summary.pdf · Obligations note.xlsx · Transfer questions.docx
Transaction decision · Continuation funds / LPs
Prepare a continuation-fund review with clear alternatives
Separate the proposed transaction, election choices, conflicts and open conditions. Keep dates and definitions visible so an AI does not collapse different alternatives into a single recommendation.
Transaction overview.pdf · Conflicts and process note.docx · Election questions.csv
Asset review · Real estate funds / Asset managers
Share a real-estate investment evidence pack
Place the asset brief, dated operating assumptions and questions for the adviser in one permitted review scope. Separate observed occupancy from plans for future stabilisation.
Asset investment brief.pdf · Operating assumptions.xlsx · Technical review questions.docx
Project review · Infrastructure funds / Project finance
Prepare an infrastructure project evidence pack
Keep proposed milestones, contracted obligations and unresolved permits in separate records. A review can then ask which parts of the schedule are evidenced and which remain contingent.
Project overview.pdf · Milestone register.csv · Contract scope note.docx
Acquisition assessment · Search funds / Entrepreneurship through acquisition
A search-fund acquisition pack for investor review
Bring the target summary, operating transition and questions for investors together. Distinguish the searcher’s plan from contracted management support and verified target evidence.
Target business brief.pdf · Operator transition plan.docx · Acquisition questions.txt
Deal-specific capital raising · Independent sponsors / Co-investors
Share an independent-sponsor capital-raising pack
Connect a deal-specific thesis to its funding assumptions and unresolved commitments. Separate a prospective source of capital from a signed commitment.
Deal thesis.pdf · Funding sources.xlsx · Closing conditions.docx
Allocation review · Pension funds / Endowments
An institutional allocation review pack for trustees and advisers
Put the proposed mandate, source evidence and decision constraints in one review pack. Keep policy limits and liquidity needs visible rather than treating manager materials as a complete allocation case.
Allocation proposal.pdf · Mandate constraints.docx · Evidence requests.csv
Operational handover · Fund administrators / Fund operations
A fund-administrator handover with a clear exception list
Share an approved reporting specification, field dictionary and redacted exception list for a defined review. Preserve which system owns the authoritative balances.
Reporting specification.pdf · Field dictionary.csv · Reconciliation exceptions.docx
Independent challenge · Advisers / Accountants
Share adviser reports and keep conclusions tied to sources
Include the original proposal, the adviser’s analysis and a record of unanswered questions. The review should be able to challenge secondary analysis rather than treating repeated claims as corroboration.
Original proposal.pdf · Adviser review.docx · Evidence index.csv
Management review · Corporate development / M&A advisers
An M&A management review pack for focused diligence
Bring the approved management presentation, key definitions and unanswered diligence questions together. Use a narrow extract from the transaction room rather than copying everything.
Management presentation.pdf · Synergy assumptions.xlsx · Buyer questions.docx
Meeting preparation · Boards / Portfolio companies
Prepare a board pack for a focused AI-assisted review
Keep the approved agenda, dated management report and open actions together. Make decisions, proposals and unresolved items visibly different.
Board agenda.pdf · Management report.docx · Action register.csv
Event follow-up · Fundraisers / Placement agents
Prepare a conference fundraising pack for mobile follow-up
Prepare a small approved pack before the meeting so follow-up does not depend on finding attachments on your phone. Share the invitation privately with the intended email recipient.
Meeting brief.pdf · Approved talking points.docx · Follow-up evidence requests.txt
Getting files ready
Phone handover · Mobile users / Founders
Move a document from WhatsApp into an AI-ready pack
Save an authorised document from the conversation to your phone’s file storage, then choose it in OpenDataRoom. Check the file version and readable text before sharing an access copy.
Forwarded pitch.pdf · Version note.txt · Sharing checklist.docx
Email handover · Advisers / Fundraisers
Turn email attachments into one focused AI review pack
Save only the relevant attachments, retain their dates and assemble a short index. Avoid uploading the whole mailbox thread when the task only needs the proposal and its supporting note.
Proposal attachment.pdf · Revision note.docx · Open questions.txt
Scoped export · Private equity funds / M&A advisers
Use an authorised VDR export with a compatible AI app
Export only the authorised review subset, preserve the source index and dates, and check the files locally. Keep the originating data room and its permissions as the authority.
Export index.csv · Management report.pdf · Export scope note.docx
Pack preparation · Founders / Investors
Prepare a ZIP of documents for an AI connection
Use a small, reviewed archive with an index and only supported text-based files. Check the prepared text before authorising the hosted access copy.
Room index.txt · Business overview.pdf · Missing materials.docx
Model challenge · Finance teams / Investors
Share financials and model assumptions for an AI review
Keep supplied workbook values, assumptions and reviewer questions together. For important calculations, retain the original model and a checked values export with explicit units.
Model assumptions.xlsx · Checked values export.csv · Model review questions.docx
Plan challenge · Startups / Advisers
A business-plan review pack that separates evidence from assumptions
Keep the original plan, financial assumptions and prior review together. Ask the recipient’s AI to trace material claims back to the original evidence and keep unresolved costs visible.
Business plan.pdf · Funding assumptions.xlsx · Prior review.docx
Revision review · Advisers / Clients
Share proposals and drafts without losing version context
Keep a named draft, its change note and open decisions in the same pack. Make it easy to ask what changed without mistaking draft wording for an agreed commitment.
Proposal v3.docx · Change note.txt · Open decisions.csv
Meeting review · Deal teams / Advisers
Share a call transcript with its corrections and action list
Provide an authorised text transcript, speaker corrections and the agreed action list. Separate tentative discussion from a confirmed decision.
Call transcript.txt · Transcript corrections.docx · Action list.csv
File preparation · Mobile users / Advisers
Check a PDF is text-based before sharing it with AI
Use a PDF with embedded readable text and review the extracted preview. A file that looks legible on screen may still be only a photograph of a page.
Text-based brief.pdf · Extraction check.txt · Missing appendix note.docx