Business Investment Advisor Skill

Overview

Production-ready investment analysis toolkit for screening opportunities, analyzing portfolio composition, and generating due diligence checklists. Designed for business owners, angel investors, and corporate development teams evaluating investments from $50K to $50M.

Clarify First

Before the analysis, confirm these inputs. If any is unknown or vague, ASK — do not assume:

• Which task — screen opportunities, analyze a portfolio, or generate a DD checklist (selects the script and the required input JSON)
• Screening thresholds — minimum ROI, maximum payback, and acceptable risk level (drives which opportunities pass and how they rank)
• Target profile for DD — investment type, stage, and check size (drives which items and weights the due-diligence checklist generates)
• Risk tolerance / concentration limits — max exposure per holding or sector (drives portfolio rebalancing recommendations)

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.

Quick Start