Documents & Memos
DD Checklist
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items.
What you get
A structured, source-grounded document you can hand off or refine — every claim tied back to your inputs.
How it works
- Add your sources — data room, financials, filings, or notes.
- Ask for a dd checklist in plain English.
- Get a client-ready document, cited back to your data.
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Related skills
Document
AI Readiness
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first.
Document
DD Meeting Prep
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call.
Document
Deal Screening
Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call.
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