← Files Investment BankingARCHIVED FILE
tests/fixtures/meeting_memo_handoff_valid.json
1.17 KB · Oct 2, 2026 · 00:27 UTC
{
"contract_name": "meeting_prep_to_memo_builder",
"memo_package": {
"package_type": "post_meeting_debrief",
"meeting_objective": "Assess buyer interest and diligence priorities.",
"meeting_type": "buyer meeting",
"audience": "deal team",
"decision_needed": "Whether to advance buyer to next process step.",
"known_facts": [
"Buyer requested CIM after NDA execution."
],
"assumptions": [
"NDA can be finalized this week."
],
"priority_questions": [
"What diligence would change valuation?"
],
"likely_pushbacks": [
"Margin durability."
],
"answers_received": [
"Buyer wants customer concentration support."
],
"new_facts": [
"Buyer counsel is reviewing NDA."
],
"changed_assumptions": [
"Timing depends on NDA comments."
],
"diligence_implications": [
"Prepare customer concentration detail."
],
"follow_ups": [
"Send NDA redline to counsel."
],
"owners": [
"VP1"
],
"due_dates": [
"2026-05-16"
],
"source_note": "meeting notes dated 2026-05-13",
"circulation_caveats": [
"Internal debrief only."
]
}
}
SHA-256: 8b4dd82e36be90b0339e66dd3582802528c726133aff049be1845fa64c0fad65