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You need a valuation draft or confidential information memorandum
supported by reviewable evidence.

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Start in Document Builder and choose listing, deal or standalone
source.

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Standalone supports valuation, pitch and CIM preparation, while
transaction-bound documents require an eligible deal.

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Open Document Builder and Create.

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Choose a listing, a deal or a standalone source before the
template.

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Listing choices include valuation, mandate, exit readiness, pitch,
confidential information memorandum and summary; standalone
choices are narrower.

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Select a document appropriate to the actual question and provide
authorised evidence.

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Do not invent missing figures or assume every template works
without an eligible listing or deal.

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For deal-bound documents, choose an eligible deal first.

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NDA, LOI and lender templates depend on the deal, role and stage.

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If the selection is empty, check the workspace and access rather
than choosing an unrelated transaction.

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Review parties, dates, amounts, sources and clauses in a generated
draft.

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Generation does not send, sign or legally approve the document;
those actions require separate review and authority.

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Review material assumptions against current sources and the
appropriate professional judgement.

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Exit readiness measures different things from valuation.

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Check the client’s confidentiality restrictions before any
sharing.