Investment Opportunity Analysis & Due Diligence
Screen investment pitches, extract metrics, and produce due diligence memos
What You Can Do
You can transform investment pitches, financial models, and business plans into structured due diligence assessments within hours instead of days. The skill extracts key financial metrics, stress-tests projections against benchmarks, evaluates strategic fit and team quality, and surfaces red flags—all within a standardized framework that prevents subjective bias and produces board-ready investment memos with documented reasoning.
Features
Automatically pull revenue, growth rates, margins, burn, CAC, runway, and valuation metrics from unstructured pitch materials
Surface financial red flags (unsustainable burn, unrealistic projections), operational risks (team gaps, market saturation), and strategic misalignment issues
Apply consistent evaluation criteria across multiple opportunities to reduce bias and enable apples-to-apples comparison
Produce executive-ready memos with sections for opportunity summary, financial analysis, strategic fit assessment, risk profile, and clear recommend/pass recommendation
Stress-test financial projections and valuation assumptions against industry benchmarks and historical comparables
Evaluate how the opportunity aligns with corporate strategy, existing portfolio, and long-term growth objectives
Provide valuation rationale and deal structure considerations to inform negotiation strategy
Example Output
Investment Memo: TechStartup Inc.
Recommendation: PASS
Financial Summary:
- Revenue FY2024: $2.1M (projected $4.8M FY2025)
- Monthly burn: $185K | Runway: 8 months
- Gross margin: 68% (healthy)
Red Flags:
- Revenue projections assume 130% YoY growth (historically 45% achieved)
- Customer concentration: top 3 clients = 42% of revenue
- No clear path to profitability with current unit economics
Strategic Fit: Weak alignment with core platform strategy; would require building new sales infrastructure.
Recommendation Rationale: Strong team and product-market fit, but valuation inflated relative to financial trajectory. Better opportunities exist in Q4 pipeline.
What's Included
- SKILL.md instruction file for Claude configuration:
- Due Diligence Assessment Template: standardized evaluation framework with scoring rubric
- Financial Metrics Extraction Checklist: key metrics to pull from any pitch material
- Investment Memo Framework: structured outline for board-ready recommendations
- Red Flag Reference Guide: common financial, operational, and strategic warning signs by deal type
Who It's For
- Corporate Development Managers — screening deals and managing investment pipelines
- Investment Committee Members — evaluating opportunities with consistent rigor and documented rationale
- M&A Leads — rapid initial assessment of acquisition targets before deep-dive analysis
- CFOs/Finance Leaders — evaluating strategic investments and validating valuation assumptions
- Business Development Heads — assessing partnership or investment opportunities against company strategy
Best For
- Rapid investment screening (24-48 hour turnaround from pitch to recommendation)
- Comparative analysis across multiple opportunities to identify the strongest candidates
- Investment memo preparation for board or investment committee presentations
- Red flag identification and risk profiling before scheduling management meetings
- Valuation sense-checking and financial projection stress-testing against benchmarks
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