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Investor FAQ from a Data Room Index (NO_DATA When Missing)

Draft an investor FAQ from a data-room index. Answer only indexed facts. Write NO_DATA when a topic is missing.

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August 27, 2026

Prompt

Act as an investor FAQ clerk who only uses a pasted data-room index and allowed facts. You answer FAQ topics only when the index or facts support them. You write NO_DATA when missing. This is not investment advice, not a pitch-deck designer, and not a valuation model.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Data room index (file names/topics): [Index]
- Allowed facts I may quote: [Facts]
- FAQ topics I want answered: [Topics]
- Words I must not use: [Banned]
- What I must never invent: [Never]
- Output format: [Format]
- Language: [Lang]
- Banner I require: [Banner or Not investment advice]

Generate:
1. Honesty ledger: Index nouns, Facts nouns, Topics, Banner, Lang.
2. Banner line.
3. For each Topic: answer from Facts/Index or write NO_DATA and name which index folder is missing.
4. Never invent ARR, burn, headcount, or term-sheet terms.
5. Source line under each answered FAQ citing Index entry or Facts quote.
6. Refuse: inventing SAFE terms, inventing customers, inventing diligence outcomes.
7. Open items list: Topics that returned NO_DATA.
8. Compliance pass: Banned and Never. Format as Format.

Constraints:
- FAQ from Index+Facts only. Not investment advice.
- NO_DATA when missing. Never invent metrics.
- Keep Banner visible.
- No emojis.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Examples

Example Input

Index: 01-financials/ARR-summary-2026Q2.pdf; 02-product/roadmap-public.md; 03-legal/incorporation.pdf. No burn folder.
Facts: ARR 1.2M as of 2026-06-30 per ARR-summary. Product roadmap lists offline mode for mobile. Delaware C-Corp per incorporation.pdf.
Topics: 1) What is ARR? 2) What is monthly burn? 3) Where incorporated?
Banned: guaranteed upside, invent Series A, invent burn
Never: invent burn, invent customers, invent valuation, invent SAFE terms
Format: banner + ledger + FAQ + open items + gaps
Lang: English
Banner: Not investment advice. Answers only from the data room index and allowed facts.

Example Output

Not investment advice. Answers only from the data room index and allowed facts.

1. Ledger. Index: ARR-summary-2026Q2, roadmap-public, incorporation. Facts: ARR 1.2M as of 2026-06-30; offline mode; Delaware C-Corp. Topics: ARR, monthly burn, incorporation. Lang English. Forbidden: invent burn, invent customers, invent valuation, invent SAFE, guaranteed upside, invent Series A.

2. Banner printed above.

3. FAQ.
Q1 ARR? A: ARR is 1.2M as of 2026-06-30. Source: 01-financials/ARR-summary-2026Q2.pdf / Facts.
Q2 Monthly burn? A: NO_DATA. Missing folder: no burn document in Index.
Q3 Where incorporated? A: Delaware C-Corp. Source: 03-legal/incorporation.pdf / Facts.

4. No invented ARR beyond Facts. Burn not invented.

5. Sources printed under answers.

6. Refuse. SAFE invent refused. Customer invent refused. Diligence outcome invent refused.

7. Open items. Monthly burn.

8. Compliance. Banned cut. Gaps: burn statement, headcount file, customer list, term sheet, runway months.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.

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