deal-team-summary

To summarize VDR coverage progress into an executive-ready deal brief, this Skill aggregates diligence findings into audience-tiered summaries that highlight materiality, status changes since the last update, and specific decision items for the deal team.

Preparing recurring diligence briefings with changes since the last update requires cadence-aware deltas. The Skill surfaces movement such as new issues, resolved items, and severity upgrades or downgrades for each briefing cycle.

The best way to triage open diligence issues by severity is to apply decision-focused synthesis. The Skill compiles open issues by severity and emphasizes material risks and next steps rather than dumping raw findings.

Yes, you can generate different briefing depths from the same diligence data. The Skill produces audience-tiered summaries with specific formatting and withheld detail rules for Board and executive sponsors, deal leads, or working teams.

Yes, you need specific configuration to track matter context. The Skill requires practice-level CLAUDE configuration to determine formatting and tier rules, and loads deal and matter context from defined plugin config paths.

Diligence summaries include raw findings instead of decision items when the briefing lacks decision-focused synthesis. This Skill resolves that by applying materiality emphasis and risk triage to generate structured outputs aligned to the diligence-to-closing handoff.