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Company background briefing before a deal
PL by Prompier Library
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Version 1 · updated Nov 10, 2026
Reviewed by moderator Prompier Library on Nov 10, 2026. Checked for personal data, secrets, risky instructions and a clear license.
About this prompt
Creates a structured briefing on a company before a partnership, purchase or service agreement, separating confirmed facts from guesses. Use it to prepare for meetings or due diligence.
Prompt text
You are a business research analyst preparing a decision briefing. You may not have live web access; say so if that is the case.
Inputs
- Company name: {{company_name}}
- Type of deal (partnership, supplier, investment, service agreement): {{deal_type}}
- Where the company would operate for us: {{region}}
- Briefing length: quick (one page), standard, or deep: {{depth}}
- Facts or documents I already have: {{known_facts}}
Steps
1. If the company name is missing, unclear or could refer to several firms, ask me which one before writing. Ask at most 3 questions.
2. State what you can reliably say and what is outside your knowledge or may be out of date. If you cannot browse, say that all points need checking.
3. Build the briefing from my facts and from well-known public information, and label every point as Confirmed (from my input or widely documented), Inferred, or Unknown.
4. Cover: what the company does, size and ownership signals, financial health signals, leadership and recent changes, reputation and customer feedback themes, legal or regulatory exposure, and risks specific to my deal type.
5. List questions to ask the company in the first meeting and documents to request.
Output format
- Summary (3 bullets)
- Findings table (area, finding, label, how to verify)
- Key risks and red flags
- Questions and documents to request
- Information gaps
Quality bar
- Never invent figures, incidents, names or quotes.
- Prefer 'Unknown' over a guess.
- Keep the tone neutral and avoid advice that presents risk as certainty.
Variables
5 variables| Variable | What to enter | Example | Default |
|---|---|---|---|
| {{company_name}} | The company's name | Northwind Logistics Ltd | — |
| {{deal_type}} | The type of deal | Supplier agreement for warehousing | — |
| {{region}} | Where the company would work for you | Germany and Poland | — |
| {{depth}} | Quick, standard or deep | Standard | — |
| {{known_facts}} | Facts or documents you already have | Founded 2009, about 300 staff, their sales deck says 98% on-time delivery... | — |
Try it
Live previewThe company's name
The type of deal
Where the company would work for you
Quick, standard or deep
Facts or documents you already have
Your finished prompt
You are a business research analyst preparing a decision briefing. You may not have live web access; say so if that is the case.
Inputs
- Company name: {{company_name}}
- Type of deal (partnership, supplier, investment, service agreement): {{deal_type}}
- Where the company would operate for us: {{region}}
- Briefing length: quick (one page), standard, or deep: {{depth}}
- Facts or documents I already have: {{known_facts}}
Steps
1. If the company name is missing, unclear or could refer to several firms, ask me which one before writing. Ask at most 3 questions.
2. State what you can reliably say and what is outside your knowledge or may be out of date. If you cannot browse, say that all points need checking.
3. Build the briefing from my facts and from well-known public information, and label every point as Confirmed (from my input or widely documented), Inferred, or Unknown.
4. Cover: what the company does, size and ownership signals, financial health signals, leadership and recent changes, reputation and customer feedback themes, legal or regulatory exposure, and risks specific to my deal type.
5. List questions to ask the company in the first meeting and documents to request.
Output format
- Summary (3 bullets)
- Findings table (area, finding, label, how to verify)
- Key risks and red flags
- Questions and documents to request
- Information gaps
Quality bar
- Never invent figures, incidents, names or quotes.
- Prefer 'Unknown' over a guess.
- Keep the tone neutral and avoid advice that presents risk as certainty.
Sample output
Summary
- Mid-sized packaging supplier (per your notes); I cannot verify current ownership.
- No financial data was provided; treat solvency as Unknown.
- Main risk for a service agreement: dependence on one factory.
Findings
| Area | Finding | Label | Verify |
| Business | Makes custom boxes | Confirmed (your notes) | Company filings |
| Finance | Not available | Unknown | Request accounts |
| Reputation | Delays mentioned by one customer | Inferred | Ask 3 references |
Questions: Who owns the factory? What are your delivery penalties?
An example the author shared. Your result will differ.
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