AI Data Room Prompts for Sell-Side M&A (Copy-Paste Pack)

Q: How do you use these prompts?

1. Connect SendNow to Claude or ChatGPT. It takes about two minutes: one URL, `https://share.sendnow.live/mcp`, and an OAuth sign-in with no API key. See the setup guide. 2. Paste a prompt and replace the names, files and dates with yours. Or build one automatically with the data room prompt generat

Q: What should you know before you send?

- Run the stages as separate rooms so you can open Stage 2 only to buyers who pass Stage 1. - Use `update_microsite` carefully: it replaces the room's ordered content, so the assistant must read the room first. Ask for a read-back after every change. - Paste counsel-approved NDA wording rather than

Q: What can the assistant not do?

- It cannot read the text inside your documents. None of SendNow's 24 tools returns document body text. - It cannot delete without naming the exact file or link and getting your confirmation. Prefer revoking, which keeps the history. - It cannot use settings your plan lacks.

Rifana Hameem(Founder, SendNow)

October 5, 2026•⏱️ 5 min read

AI Data Room Prompts for Sell-Side M&A (Copy-Paste Pack)

Short answer: Twelve prompts for staging disclosure to several buyers: a teaser stage, a gated diligence stage, a link per buyer, and a clean shutdown for the bidders who drop out. Connect SendNow to Claude or ChatGPT once, then paste these prompts. Written for owners, advisors and brokers running a small sell-side process.

How do you use these prompts?

Connect SendNow to Claude or ChatGPT. It takes about two minutes: one URL, https://share.sendnow.live/mcp, and an OAuth sign-in with no API key. See the setup guide.
Paste a prompt and replace the names, files and dates with yours. Or build one automatically with the data room prompt generator.
Ask for a read-back. End any building prompt with "then show me the settings" so you can check them before anyone else sees the room.

The 12 prompts at a glance

#	Prompt	Tool	Plan
1	Find the documents	`list_documents`	Any
2	Stage one room	`create_microsite`	Rooms plan; NDA needs Pro
3	Stage two room	`create_microsite`, `get_microsite`	Rooms plan; NDA and screenshots need Pro
4	Gate one folder harder	`get_microsite`, `update_microsite` (folder gating)	NDA needs Pro
5	Restrict to a buyer	`update_microsite` (allowed emails)	Business
6	One link per buyer	`create_secure_link` (three calls)	Any
7	Make leaks traceable	`update_link_security`	Business
8	Activity by buyer	`list_links`, `list_link_viewers`	Any
9	Stage 2 visitors	`get_microsite_analytics`	Rooms plan
10	Who stalled	`list_link_viewers`	NDA data needs Pro
11	Add a late document	`get_microsite`, `update_microsite`	Rooms plan
12	Drop a bidder	`revoke_link`	Any

Plan notes: connecting works on any plan. Data rooms start at $19/month. An NDA gate and screenshot blocking need Pro. Allowed-viewer lists and dynamic watermarks need Business. The assistant tells you when a setting is not on your plan.

The prompts

Stage the disclosure

Find the documents

CODE BLOCK
List my documents with "teaser", "CIM", "accounts" or "contract" in the name.

Tool: list_documents. Plan: Any.

Stage one room

CODE BLOCK
Create a data room called Project Atlas Stage 1 with a Teaser and CIM section containing the teaser and the confidential information memorandum. Require email verification and an NDA, turn downloads off.

Tool: create_microsite. Plan: Rooms plan; NDA needs Pro.

Stage two room

CODE BLOCK
Create a data room called Project Atlas Stage 2. Sections: Financials (Audited accounts 2024 and 2025, Management accounts YTD, Quality of earnings report), Legal (Material contracts, Cap table), Operations (Org chart, Customer concentration). Require email verification and an NDA, turn downloads off, block screenshots, and show me the settings.

Tool: create_microsite, get_microsite. Plan: Rooms plan; NDA and screenshots need Pro.

Gate one folder harder

CODE BLOCK
In Project Atlas Stage 2, put Legal behind its own passcode and NDA and leave the other sections as they are.

Tool: get_microsite, update_microsite (folder gating). Plan: NDA needs Pro.

Control who gets in

Restrict to a buyer

CODE BLOCK
Make Stage 2 open only to people at @alphacapital.com and @birchpartners.com.

Tool: update_microsite (allowed emails). Plan: Business.

One link per buyer

CODE BLOCK
Create a separate secure link to the CIM for each of Alpha Capital, Birch Partners and Cedar Group. Label each one, require email verification, downloads off, expire in 30 days.

Tool: create_secure_link (three calls). Plan: Any.

Make leaks traceable

CODE BLOCK
On the Birch Partners link, add a dynamic watermark with the viewer's email and the date.

Tool: update_link_security. Plan: Business.

Read buyer interest

Activity by buyer

CODE BLOCK
Show me, for each buyer link, who opened it, how long they spent and whether they downloaded.

Tool: list_links, list_link_viewers. Plan: Any.

Stage 2 visitors

CODE BLOCK
Who visited Project Atlas Stage 2, and who came back more than once?

Tool: get_microsite_analytics. Plan: Rooms plan.

Who stalled

CODE BLOCK
On each buyer link, who signed the NDA but completed less than 25% of the document?

Tool: list_link_viewers. Plan: NDA data needs Pro.

Advance and close

Add a late document

CODE BLOCK
Add the 2025 audited accounts to the Financials section of Stage 2 after the management accounts.

Tool: get_microsite, update_microsite. Plan: Rooms plan.

Drop a bidder

CODE BLOCK
Revoke the Cedar Group link.

Tool: revoke_link. Plan: Any.

What should you know before you send?

Run the stages as separate rooms so you can open Stage 2 only to buyers who pass Stage 1.
Use update_microsite carefully: it replaces the room's ordered content, so the assistant must read the room first. Ask for a read-back after every change.
Paste counsel-approved NDA wording rather than letting the assistant draft one.
Revoke instead of delete when a bidder drops out. Revoking keeps the view history for your records.

What can the assistant not do?

It cannot read the text inside your documents. None of SendNow's 24 tools returns document body text.
It cannot delete without naming the exact file or link and getting your confirmation. Prefer revoking, which keeps the history.
It cannot use settings your plan lacks.

Is it safe to run a data room through an AI assistant?

It can be, if the server meets a basic standard: OAuth sign-in, scoped access, confirmation before deletes, and no document text returned to the model. Score any server with the MCP security checklist, and read Is MCP safe for confidential documents?.

Do I need a paid SendNow plan for these prompts?

You can connect on any plan. Creating data rooms needs a plan that includes them, from $19/month, and some prompts use Pro or Business settings, marked in the table above.

Do these prompts work in both Claude and ChatGPT?

Yes. They are plain language and both assistants connect to the same server. Connection steps differ slightly: see SendNow for Claude and SendNow for ChatGPT.

Can I change the prompts?

Yes. Swap names, files, dates and rules. Keep the final "show me the settings" line, because it lets you catch a mistake before it reaches anyone.

About the Author: Rifana Hameem

Rifana is the founder of SendNow. She leads the team in building secure, compliant, and analytics-rich document sharing tools for finance and professional teams worldwide.

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