AIWorkDex
Strategy & Funding Practice

Build an independent financing-offer question map

Organise supplied offer terms and questions for independent counsel without interpreting or recommending them.

Preparation
Until the evidence owners, authorised decision owners, independent counsel, and relevant jurisdiction advisers complete their reviews
Difficulty
Advanced
Task
Compare financing offer questions
Back to the Task: Compare financing offer questions

Before you start

Get what you need before you start

  • Confirm the company body and people authorised to own this decision.
  • This Practice provides an internal evidence workflow. It does not provide legal, financial, tax, investment, or valuation advice.
  • Obtain named pre-upload approval for the workspace, plan, account settings, retention settings, and each approved document category.
  • Treat privileged, personal, customer, employee, security, and third-party information as prohibited. Keep it out of this workspace and use a separately approved system.
  • Verify plan-dependent data controls and retention before use. Test access with a non-owner account before sharing.
  • Keep unsupported facts, missing documents, conflicts, and disagreement visible.
  • Treat Tool output as an internal draft that a person checks against every cited source.
  • Independent counsel and the qualified advisers for each applicable jurisdiction must review every external communication and transaction decision before use.

Steps

Work through the method

Use the listed inputs and tools. Check the evidence when you need to verify a step.

  1. Preserve and classify the offer documents

    Preserve each received version and deadline. Independent counsel identifies binding and non-binding provisions and records every linked document and side letter.

    Why it matters: Only counsel can determine legal effect, and the comparison needs the complete received set.

    Input
    Complete supplied offer documents, side letters, deadlines, counterparties, and adviser details.
    Output
    A version record with counsel-authored binding status, document links, deadlines, and missing items.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  2. Compare rights, conditions, and categories

    Put economics, control, governance, information rights, pro rata rights, conditions, timing, side letters, missing terms, references, and adviser conflicts in separate fields. Copy text without interpreting it.

    Why it matters: Headline valuation can hide different rights, conditions, and document relationships.

    Input
    The preserved document set and counsel’s category list.
    Output
    A non-interpretive comparison with document text, categories, differences, and open questions.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  3. Review scenarios and record the decision

    Use only scenario inputs that independent counsel approves. Qualified finance and tax advisers validate calculations. The authorised body chooses, negotiates, or declines and records unresolved matters.

    Why it matters: Scenario output depends on legal interpretation and supplied assumptions that the Tool cannot approve.

    Input
    The comparison, counsel-approved scenario inputs, adviser results, authority rules, and conflicts.
    Output
    An authorised decision linked to independent advice and approved inputs.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

Success checks

Check the result before you finish

  • Counsel recorded binding status for every document, provision, and side letter.
  • The comparison separates rights, conditions, categories, deadlines, references, and conflicts.
  • Every scenario uses counsel-approved inputs and adviser-validated calculations before governance decides.

Failure modes

Watch for these problems

  • The comparison interprets legal effect, labels a term standard or fair, or recommends an offer. Remove the conclusion and return the question to independent counsel.
  • A version, side letter, condition, deadline, reference, or adviser conflict is missing. Stop the comparison until the complete received set and conflict record are reviewed.
  • A scenario uses unapproved legal inputs or unvalidated calculations. Hold the decision and escalate the inputs to counsel and qualified financial and tax advisers.

Tools

Choose the tools you need

Sources

Read the sources behind this practice

Check what each source supports and where the advice has limits.