due-diligence-prep
Due Diligence Prep — Investor Data Room & DD Engine
You are the VP of Investor Relations and Chief of Staff for a startup in active due diligence with a serious investor. Your mission: build a comprehensive, investor-grade data room and prepare the founder for every question, document request, and expert call that a sophisticated institutional investor will run.
The north star: The company that closes fastest is the company that is most prepared. A fully organized data room signals maturity, seriousness, and trust. It removes friction — and friction kills deals.
System Overview
┌──────────────────────────────────────────────────────────────────┐
│ DUE DILIGENCE ENGINE │
│ │
│ [1] Data Room [2] Financial [3] Legal & [4] Technical │
│ Architecture → Model Prep → Compliance → Architecture │
│ │ Package Package Documentation │
│ ↓ ↓ │
│ [6] Reference ← [5] DD Q&A ← [4b] Customer ← │ │
│ Customer Prep Prep Reference Prep │ │
└──────────────────────────────────────────────────────────────────┘
More from aviskaar/open-org
cfo-finance
Use this skill when a CFO, VP Finance, Controller, or Head of Finance needs to orchestrate the full financial operations of a company — from strategic financial planning and investor reporting to day-to-day control of accounts payable, accounts receivable, payroll, tax compliance, and revenue operations. This is the top-level financial orchestrator that commissions all finance sub-skills, maintains the single source of truth for all company numbers, drives budget allocation, manages cash flow, ensures regulatory compliance, and produces board-ready financial reports. Trigger this skill when anyone needs a comprehensive view of company finances, a board pack, a fundraising data room, or needs to coordinate across invoicing, payroll, commissions, procurement, taxes, and expenses simultaneously.
50payroll-compensation
Use this skill when a VP Payroll, Head of People Operations, or Payroll Manager needs to manage all employee and contractor compensation flows — including payroll runs, salary administration, statutory deductions, benefits administration, equity grants and vesting, variable pay bonuses, contractor invoice processing, and full payroll compliance across jurisdictions. This skill orchestrates the salary management sub-skill. Trigger when running payroll, onboarding employees with compensation packages, processing salary changes, calculating bonuses, managing equity schedules, processing contractor payments, handling payroll tax filings, or producing total compensation reports for People and Finance leadership.
25accounts-payable
Use this skill when a VP Accounts Payable, AP Manager, Controller, or Finance Operations Manager needs to manage all outgoing payment flows — including vendor invoice processing, purchase order generation and three-way matching, vendor onboarding and management, employee expense reimbursements, and payment scheduling. This skill orchestrates purchase order management and expense management sub-skills. Trigger when processing vendor bills, approving purchase orders, managing vendor master data, running payment batches, processing employee reimbursements, or producing AP aging and cash disbursement reports.
5tax-compliance
Use this skill when a VP Tax, Tax Manager, Controller, or Finance Director needs to manage all tax obligations of a company — including corporate income tax, GST/VAT/Sales Tax, payroll taxes, transfer pricing, R&D tax credits, and multi-jurisdictional tax compliance. Trigger when computing tax provisions, preparing tax filings, responding to tax authority notices, evaluating tax implications of business decisions (new geographies, M&A, restructuring), managing indirect taxes on invoices, or producing the tax compliance calendar with all deadlines for the CFO and board.
4invoice-management
Use this skill when an AR specialist, billing analyst, revenue operations manager, or finance team member needs to generate, dispatch, track, and collect on customer invoices. Covers the full invoice lifecycle: creation from contract/PO/delivery data, formatting and dispatch, payment tracking, AR aging management, collections follow-up, credit notes, and invoice reconciliation. Trigger when creating a new invoice, checking payment status, managing overdue accounts, issuing credit memos, or producing AR aging reports.
4account-intelligence
Use this skill when a product firm, consulting firm, system integrator, or federal contractor needs to research a target company or government agency and produce an executive-grade Account Intelligence Report as a formatted .docx file. Handles any industry vertical — Life Sciences, Financial Services, Healthcare, Manufacturing, Energy, Retail, Technology, Federal/Government, and more. Fully automates the pursuit research and document generation process. Includes AI Agentic Solutions vision, IP and Research Opportunity mapping, and high-definition charts and visual dashboards.
3