# Source Request Checklists

Use these when the user gives no context or partial context.

## Minimum universal inputs

- Deck type and objective.
- Client / subject company / target / issuer / borrower.
- Audience: CEO, CFO, Board, sponsor, buyer, lender, investors, internal team.
- Meeting date or urgency.
- Desired length or format.
- Existing template or precedent deck, if any.
- Confidentiality constraints.

## Company or target profile inputs

- Company name, ticker, CIK, website, or data room folder.
- Latest financials and KPIs.
- Segments, products, geographies, customers.
- Ownership, capitalization, sponsor, or shareholders.
- Recent developments.
- Key risks or management priorities.

## Buyer pitch inputs

- Buyer name and strategic priorities.
- Target name and available materials.
- Known relationship context.
- Strategic rationale hypotheses.
- Synergy assumptions or diligence limits.
- Expected outreach or meeting objective.

## Sell-side pitch inputs

- Company materials and financials.
- Ownership / sponsor context.
- Management or shareholder objectives.
- Expected timing and process constraints.
- Preliminary buyer universe.
- Bank credentials, case studies, and team pages.

## Financing pitch inputs

- Current debt, cash, maturity schedule, liquidity.
- Ratings, covenants, existing lenders, collateral.
- Use of proceeds.
- Forecast and downside case.
- Target leverage, dilution, cost, flexibility, or certainty priorities.
- Market data for rates, spreads, equity valuation, issuance.

## Strategic alternatives inputs

- Strategic question and objectives.
- Current financial model and forecast.
- Management / Board constraints.
- Alternatives to compare.
- Valuation, capital structure, and market data.
- Stakeholder considerations.

## Market map inputs

- Category definition and scope.
- Geographies, verticals, products, or customer segments.
- Company universe or seed list.
- Ranking criteria.
- Data sources for revenue, funding, ownership, growth, transactions.

## Board/client meeting inputs

- Meeting owner, audience, date, and decision required.
- Current situation summary and latest materials.
- Analyses or workstreams to synthesize.
- Alternatives under consideration.
- Known sensitivities, objections, and no-go points.
- Desired next steps, owners, and timeline.