[Free AI Guide] M&A Checklist: Map Deal Documents and Assign Owners

Use two original AI Lab 4 prompts to map the deal documents and build separate buy-side and sell-side checklists.

Open two cited pages and check one task owner on each side. Keep a missing drafter visible and give the next action a named role.

📥 Download the M&A checklist practice guide (PDF · 5 pages)
🎬 Watch the explanation video
📝 Read the seven M&A checklist checks

This edition adapts exercises 3 and 4 from the original M&A Institute AI Lab 4 guide. The examples come from the Synopsys–Ansys proxy and the recorded document map and Word outputs.

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