[M&A Institute]

Can an AI-written board memo withstand its own evidence? This practice guide accompanies the 1:49 explanation video on challenging a recommendation, revising the Word memo and creating a five-slide board deck.

What is included

• The original skeptical-director and five-slide-deck prompts
• Checks for contradictions, missing figures and proposed conditions
• A workflow for inspecting the downloaded Word and PowerPoint files

Who it is for
Corporate development and M&A learners using AI to prepare and review decision papers.

📥 Download the board memo review practice guide (PDF · 5 pages)
🎬 Watch the explanation video
📝 Read the board memo template and seven checks

 

This public edition adapts exercises 5 and 6 of the existing M&A Institute AI Lab guide. It uses a historical Synopsys–Ansys case; the memo and slides are AI practice outputs, and the added conditions are proposals, not company commitments or a current acquisition recommendation.

 

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