{"id":"exec-diligence-findings-severity-table","audience":"executives","category":"leadership-work","track":"leadership","level":"advanced","technique":"constraints","title":"Rate diligence findings with a stated rule and questions for counsel","free":false,"task":"Rate each diligence finding using this rule: High if it affects more than 10 percent of revenue or involves a lawsuit; Medium if a required document is missing; otherwise Low. Build a table with the header Finding | Severity | Question for counsel, one row per finding, with each question starting \"Can counsel\" and ending with a question mark. Do not say whether anything is legal, illegal or enforceable. Plain text, under 190 words.","materialLabel":"Diligence notes on the target company (attached to your prompt automatically)","material":"Diligence notes - target: Orchard Data Ltd (summary for the CEO)\n\n1. Largest customer, Hale Retail, is 22 percent of revenue. Its contract ends in 5 months and there are no renewal talks yet.\n2. A former contractor has sued for $80k of unpaid fees. Orchard disputes the claim. The case is pending.\n3. IP assignment agreements for two of the three founders could not be found in the data room.\n4. The product uses an open-source library licensed under GPL. Engineering says it is used only in an internal tool.\n5. The office lease has 18 months left, with a 6-month break option.\n\nThe banker called finding 4 \"a potential deal-breaker\" in an email. This is her opinion.","rules":[{"type":"maxWords","max":190},{"type":"plainText"}],"mistakes":[{"title":"Following the banker's opinion","why":"The AI rates the GPL item High.","fix":"Say: \"Apply the rule exactly; ignore opinions in the notes.\"","checks":["r1"]},{"title":"Giving legal conclusions","why":"The AI says the claim is weak or the IP is invalid.","fix":"Say: \"Do not say whether anything is legal or enforceable; ask counsel.\"","checks":["r2"]},{"title":"Statements instead of questions","why":"The AI writes recommendations.","fix":"Say: \"Each question starts with Can counsel and ends with ?.\"","checks":["r2"]},{"title":"Wrong table","why":"The AI adds a rationale column or skips rows.","fix":"Say: \"Exactly this header and five rows.\"","checks":["r0"]},{"title":"Markdown","why":"The AI bolds severities.","fix":"Say: \"Plain text.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Gives the header","patterns":["finding \\|","severity"]},{"label":"States the rating rule","patterns":["10 percent","lawsuit","required document"]},{"label":"Says to apply the rule only","patterns":["exactly","rule","ignore"]},{"label":"Sets question form","patterns":["can counsel","question mark"]},{"label":"Bans legal conclusions","patterns":["legal, illegal","enforceable","not say"]}],"hint":"State the rule in full, give the header and the question form, and ban legal conclusions.","rubricLabels":["Has the header Finding | Severity | Question for counsel and exactly five rows, one per finding","Severity is High for findings 1 and 2, Medium for finding 3, and Low for findings 4 and 5 (following the stated rule, not the banker's opinion)","Every question starts with \"Can counsel\" and ends with a question mark, and nothing states whether anything is legal, illegal or enforceable"]}