financial-due-diligence

Installation
SKILL.md

Financial Due Diligence Skill

Produces a structured financial due diligence framework — document request list and analytical questions — for any investment, acquisition, or significant commercial relationship.

Required Inputs

  • Transaction type (acquisition / investment / partnership / supplier / fundraise)
  • Stage of diligence (initial screening / full DD / confirmatory)
  • Target company type (startup / SME / listed / subsidiary)
  • Key concerns (optional — e.g. revenue recognition, customer concentration)

Output Structure

1. Document Request List

Financial Statements

  • Audited accounts for last 3 years
  • Management accounts for current year (monthly)
  • Board-approved budget and latest reforecast
  • 3-year financial model with assumptions
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