Data request triage cards
Prioritize financial diligence data requests by decision impact and source reliability.
Priority Anchor request or nice-to-have? Anchor evidence removes bottlenecks. Narrative support should not crowd it out. Seller objection We cannot upload invoice-level revenue before bids. Accepting a summary that cannot test retention, cut-off, or concentration. Your line Can you upload invoice-level revenue for the top 25 customers and total monthly revenue by customer for the rest? That lets us test the price-sensitive risks first. It narrows the request while preserving the core evidence path. Bottleneck Which file usually unlocks the most workstreams early? Monthly trial balance mapped to reported financials. It anchors QoE, working capital, net debt, and trend bridges…
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