The Diligence Data That Left the Clean Room
Current customer-level pricing, forwarded to a sales VP "just so he's in the loop." The clean room existed for exactly this reason.
Clean rooms work right up until someone helpfully forwards the contents.
The message
"Attaching their current account-level pricing and win/loss data from diligence — looping in our regional sales VP so he can start planning."
Why it mattered
Clean-team protocols exist so that competitively sensitive information (CSI) — current pricing, customer lists, win/loss — can be evaluated by cleared advisors without reaching the people who set prices and chase customers day to day. The moment that data lands in a sales leader's inbox before close, the barrier is breached: it's the exchange of CSI between competitors, and it's exactly the fact pattern behind record gun-jumping penalties.
Before you hit send
The training told everyone the clean room mattered. Coaching enforces it at the exact moment it's tested — recognizing that CSI is about to leave the designated channel, reminding the sender why the barrier exists, and pointing them back to the clean-team process before the send completes.
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