A finding worth following.
Connect the evidence, the open question, and the person who owns the decision.
Start with what the evidence says.
A concentration finding might begin with a simple calculation: the largest customer accounts for 38% of a fictional company's annual revenue. That observation is useful, but it does not yet tell the deal team what to conclude.
The team needs to know how the amount was calculated, which period it covers, whether related customer entities were grouped consistently, and which source file can reproduce the result. A finding earns attention when its factual basis can be checked.
Make the next question specific.
The next step is rarely to write more commentary. It is to ask a question that can change the assessment. When does the customer contract renew? Does it contain a change-of-control clause? Is the relationship concentrated in a single individual?
Those questions belong with the finding, together with the response and its supporting evidence. Scattering them across chat messages makes it harder to know which version of the conclusion a reviewer is looking at.
Keep one reviewable record.
Sessions can help a team think through an issue. The findings register holds the durable record: the issue, its sources, unresolved questions, the owner, and the review status. A session should lead back to that record.
The decision may change as new information arrives. Keeping the trail intact lets the team understand why it changed and who made the final call.
Examples describe a fictional engagement and are intended to illustrate the product workflow.
Explore the sample engagement