DD Report Generator Skill
When to activate
When partner requests a full due diligence report on a company that passed initial scoring (≥50).
When NOT to use
- Companies scored PASS (<50) unless partner overrides with explicit justification
- Incomplete research (missing market analysis or financial data)
- Pre-revenue companies without clear path to validation
Instructions
Gather all prior analysis: Opportunity score, market analysis, financial metrics, team background
Structure report as follows:
Executive Summary (1 paragraph)
- Company name, stage, TAM, key unit economics
- Investment thesis fit (GO/REVIEW/PASS)
- Red flags and mitigating factors
- Recommendation in one sentence
Company Overview (1 section)
- Founding story, problem being solved
- Team (founders + key hires, background)
- Current traction (ARR, customer count, key metrics)
Market Opportunity (1 section)
- TAM/SAM with growth rate
- Competitive landscape (top 3 competitors)
- Company's differentiation and moat
- Expansion opportunity
Financial Analysis (1 section)
- ARR/MRR, burn rate, runway
- Unit economics (CAC, LTV, payback, gross margin)
- Benchmark vs. stage
- Red flags on unit economics
Risk Analysis (1 section)
- Founder/execution risk
- Market risk (competition, TAM shrinkage)
- Financial risk (runway, unit economics)
- Operational risk (team gaps, key person)
- Rated as High / Medium / Low for each
Investment Recommendation
- GO (invest), REVIEW (conditional on clarifications), or PASS
- Rationale with 2–3 key reasons
- Terms recommendation if applicable (check size, equity target)
- Conditions for follow-on (milestones, metrics)
Format: Scannable with bold headers, tables for metrics, bullet points for risks
Length: 3–5 pages
Example
Report Title: Due Diligence Report — [Company Name]
Executive Summary
XYZ Fintech is a Series B cross-border payment platform with $2M ARR and 20% MoM growth. Strong founding team with prior exits, clear unit economics (LTV:CAC 10x), and substantial TAM ($30B SMB payments, 12% CAGR). Primary risks: Competitive intensity from well-funded incumbents and 8-month runway pressure. Recommendation: GO — strong fundamentals and market opportunity outweigh near-term runway concern if Series C trajectory is clear.
[Sections as outlined above]
1---2name: dd-report-generator3description: DD Report Generator Skill4---5# DD Report Generator Skill67## When to activate89When partner requests a full due diligence report on a company that passed initial scoring (≥50).1011## When NOT to use1213- Companies scored PASS (<50) unless partner overrides with explicit justification14- Incomplete research (missing market analysis or financial data)15- Pre-revenue companies without clear path to validation1617## Instructions18191. Gather all prior analysis: Opportunity score, market analysis, financial metrics, team background202. Structure report as follows:2122 **Executive Summary** (1 paragraph)23 - Company name, stage, TAM, key unit economics24 - Investment thesis fit (GO/REVIEW/PASS)25 - Red flags and mitigating factors26 - Recommendation in one sentence2728 **Company Overview** (1 section)29 - Founding story, problem being solved30 - Team (founders + key hires, background)31 - Current traction (ARR, customer count, key metrics)3233 **Market Opportunity** (1 section)34 - TAM/SAM with growth rate35 - Competitive landscape (top 3 competitors)36 - Company's differentiation and moat37 - Expansion opportunity3839 **Financial Analysis** (1 section)40 - ARR/MRR, burn rate, runway41 - Unit economics (CAC, LTV, payback, gross margin)42 - Benchmark vs. stage43 - Red flags on unit economics4445 **Risk Analysis** (1 section)46 - Founder/execution risk47 - Market risk (competition, TAM shrinkage)48 - Financial risk (runway, unit economics)49 - Operational risk (team gaps, key person)50 - Rated as High / Medium / Low for each5152 **Investment Recommendation**53 - GO (invest), REVIEW (conditional on clarifications), or PASS54 - Rationale with 2–3 key reasons55 - Terms recommendation if applicable (check size, equity target)56 - Conditions for follow-on (milestones, metrics)57583. Format: Scannable with bold headers, tables for metrics, bullet points for risks594. Length: 3–5 pages6061## Example6263**Report Title:** Due Diligence Report — [Company Name]6465**Executive Summary**66XYZ Fintech is a Series B cross-border payment platform with $2M ARR and 20% MoM growth. Strong founding team with prior exits, clear unit economics (LTV:CAC 10x), and substantial TAM ($30B SMB payments, 12% CAGR). Primary risks: Competitive intensity from well-funded incumbents and 8-month runway pressure. Recommendation: GO — strong fundamentals and market opportunity outweigh near-term runway concern if Series C trajectory is clear.6768[Sections as outlined above]
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