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
You might also like
This skill systematically analyzes commercial contracts to identify legal, financial, and operational risks. It scores each risk using structured frameworks, flags compliance issues, and recommends mitigation strategies tailored to your business context. You'll get an executive summary with prioritized risks and actionable recommendations.
by jrmarcello
You can convert deal documents, organizational assessments, and business objectives into detailed integration playbooks that map critical dependencies, flag integration risks before they materialize, quantify cost and revenue synergies tied to specific milestones, and create cross-functional roadmaps that compress planning cycles from weeks to days. This skill identifies hidden complexities that typically delay deals and ensures your 100-day priorities are achievable and stakeholder-aligned.
by jrmarcello
You can rapidly parse statutory language to identify interpretation issues, ambiguities, and conflicts between provisions. The skill maps cross-references, extracts hierarchical structures, and organizes findings into research memos and analysis briefs. It surfaces definitional inconsistencies and helps you see how provisions interact across the statute.
by jrmarcello
You can research complex legal topics from multiple angles, generate comprehensive blog outlines that address different perspectives, and draft full-length, SEO-optimized articles complete with accurate citations and sources. The skill automatically incorporates legal research best practices while maintaining journalistic accuracy and compliance standards, helping you publish authoritative legal content faster.
by jrmarcello
You'll design a complete knowledge management system that captures every insight, article, and idea you encounter, then organizes them automatically so you can retrieve any piece of information in seconds. Your knowledge becomes a living, interconnected network where insights from one domain spark creative solutions in another, transforming how you work, learn, and create. You'll remember more, think faster, and create better work because your knowledge is always organized and instantly accessible.
by jrmarcello
You can build complete strategic plans that move beyond static annual exercises to dynamic, data-driven strategies. The skill guides you through situational assessment, objective-setting, scenario modeling, initiative development, and implementation roadmapping—all structured for executive presentation and organizational alignment. You'll produce defensible plans with validated assumptions, clear ownership, milestone tracking, and contingency scenarios.
by jrmarcello
You can generate customized service agreements tailored to your specific business needs, industry, and risk profile. This skill creates legally sound agreements with industry-standard provisions, payment terms, liability clauses, and termination conditions—all ready for legal review or immediate execution.
by jrmarcello
This skill accelerates your legal research by automatically generating structured case briefs, extracting key holdings and legal principles, and comparing precedents across multiple cases. You can organize case law into coherent legal arguments, track jurisdiction-specific rulings, and identify distinguishable precedent—transforming raw case text into actionable research frameworks that support your legal strategy.
by jrmarcello