diligence-issue-extraction

Extract key issues from VDR documents using materiality thresholds into house memo format.

1|Updated Jun 27, 2026

Search Tags:#due diligence #issue extraction #materiality filtering #VDR #house memo format

Ready to run

npx skills add https://github.com/bomday/projetao-tatico --skill diligence-issue-extraction-bomday

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: diligence-issue-extraction
Source: https://github.com/bomday/projetao-tatico/tree/main/claude-for-legal/corporate-legal/skills/diligence-issue-extraction
Command: npx skills add https://github.com/bomday/projetao-tatico --skill diligence-issue-extraction-bomday

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the process of reviewing vast volumes of Virtual Data Rooms (VDR) documents, extracting critical issues based on materiality thresholds, and presenting findings in a structured house memo format.

Core Features & Use Cases

Materiality Filtering: Automatically applies materiality thresholds to VDR documents.
Issue Extraction: Identifies and extracts key issues from documents based on predefined categories.
House Memo Format: Outputs findings in a structured memo format for easy review and action.
Use Case: Ideal for due diligence processes in mergers and acquisitions, where a large number of documents need to be reviewed and analyzed quickly.

Quick Start

Run the diligence-issue-extraction skill with the argument "path/to/vdr/folder".

Frequently Asked Questions about diligence-issue-extraction

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I extract key issues from VDR documents during due diligence?▼

To extract key issues from VDR documents during due diligence, run the skill with the folder path argument. It automatically identifies critical issues based on predefined materiality thresholds and issue categories, outputting findings in a structured house memo format.

What is materiality filtering in virtual data room document review?▼

Materiality filtering in virtual data room document review is the process of applying predefined threshold configurations to isolate significant findings. It ensures only critical issues are extracted, reducing noise and streamlining the due diligence review process.

How do I generate a house memo format output from due diligence findings?▼

To generate a house memo format output from due diligence findings, run the skill against your VDR folder. It processes the documents, applies materiality thresholds, and automatically structures the extracted issues into a memo format for easy review.

Do I need to configure materiality thresholds before extracting issues from VDR files?▼

Yes, you need to configure materiality thresholds and issue categories before extracting issues from VDR files. The skill requires access to these configuration files alongside the VDR documents to accurately filter and categorize critical findings.

What is the best way to review large volumes of M&A due diligence documents quickly?▼

The best way to review large volumes of M&A due diligence documents quickly is to automate issue extraction and materiality filtering. This approach identifies critical risks across a VDR and presents them in a structured house memo for immediate action.