private-equity-investment-dd - Private Equity Due Diligence & IC Memo Pack
Converts investment materials into evidence-driven due diligence reports and IC decision packages for PE/VC deals.
Tags
Updated: 2026-09-22Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Extract basic company factual information
- Build investment evidence matrix
- Cross-check business and financial evidence
- Perform QoE financial due diligence
- Construct valuation and return bridges
- Identify red flags and gates
- Generate standalone HTML due diligence report
- Formulate data and interview request lists
Inputs
- BP and CIM documents
- Financial statements and contracts
- Data room files
- Interview notes and meeting minutes
- Public information and third-party reports
Outputs
- Executive investment judgment
- Basic information pack
- Investment thesis and evidence matrix
- Red-flag register
- Data and interview request list
- Standalone HTML due diligence report
Requirements
- Local reference documentation in references directory