Financial Due Diligence Brief Builder for Capital IQ
Synthesize Capital IQ data into investment-grade due diligence briefs in minutes
What You Can Do
Transform raw Capital IQ financial data into executive-ready due diligence briefs with standardized analysis, risk assessments, and valuation context. You extract key metrics, competitive positioning, and financial trends from Capital IQ, then Claude structures them into a comprehensive brief with executive summary, financial analysis, and deal considerations—saving 4-6 hours of manual synthesis per target company.
Features
Input Capital IQ data and receive a structured, investment-grade brief within seconds, not hours
Pull key financials (revenue, EBITDA, growth rates, margins) and instantly organize them into comparable tables
Analyze peer metrics from Capital IQ and generate relative valuation summaries with percentile rankings
Automatically identify red flags (revenue concentration, margin compression, debt trends) and surface them in a risk matrix
Calculate implied multiples, EV/EBITDA ranges, and DCF-ready assumptions from historical Capital IQ data
Distill 50+ pages of data into a crisp 1-page executive summary with investment highlights
Adapt brief structure for LBO, M&A, equity research, or debt analysis workflows
Example Output
Input: Capital IQ ticker symbol (e.g., ACME Corp) + analysis type (M&A due diligence)
Output:
Financial Due Diligence Brief: ACME Corp
Date: 2026-07-30 | Analyst: [Your Name]
**Executive Summary**
ACME is a mid-market software services provider with $450M revenue and 22% YoY growth. Core business is stable (71% of EBITDA) but faces near-term margin pressure from wage inflation. Forward multiples (8.2x EBITDA) align with peer median; upside case driven by cost rationalization and international expansion.
**Key Financials (LTM)**
| Metric | ACME | Peer Median | Percentile |
|--------|------|-------------|------------|
| Revenue | $450M | $520M | 40th |
| EBITDA Margin | 18.3% | 19.1% | 45th |
| FCF Yield | 4.2% | 4.8% | 35th |
| Debt/EBITDA | 2.8x | 2.4x | 65th |
**Risk Matrix**
- 🟠 Revenue Concentration: Top 3 customers = 38% (vs. peer avg 22%)
- 🟢 Leverage: 2.8x within acceptable range for growth profile
- 🟠 Margin Trends: -45 bps YoY; watch cost structure
What's Included
- SKILL.md: Complete Claude skill with financial analysis decision tree, data interpretation protocols, and brief assembly workflows
- Due Diligence Brief Template: Pre-formatted markdown structure (Executive Summary, Financials, Peer Comparison, Risk Matrix, Investment Thesis)
- Capital IQ Data Extraction Workflow: Step-by-step guide for exporting key metrics and loading into Claude
- Valuation Quick-Start Checklist: Implied multiples, leverage ratios, DCF readiness checklist
- Risk Flagging Criteria: Automated triggers for concentration, profitability, leverage, and growth concerns
- Peer Benchmarking Reference: Instructions for building comparable company matrices from Capital IQ searches
Who It's For
- Investment bankers preparing M&A pitch books and management presentations
- Private equity analysts evaluating acquisition targets during diligence phase
- Equity research analysts building financial models and brief comparisons
- Corporate development teams screening acquisition candidates
- Credit analysts performing debt due diligence for loan committees
Best For
- Building 5-20 page due diligence briefs from raw financial data in under 10 minutes
- Creating executive summaries that distill 50+ pages of data into 1-2 pages
- Rapid peer benchmarking to establish valuation ranges and positioning
- Identifying financial red flags and risk concentrations automatically
- Generating talking points for management presentations and investor meetings
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