skills.rest
terraleiloa
terraleiloaCOMMUNITY
Explore all skills by this author →
GitHub

new-business-diligence-memo

Generate a family-office diligence memo from advisor interview inputs into markdown.

2|Updated Feb 25, 2026
Search Tags:#risk assessment#unit economics#acquisition#structured interview#investment thesis#family office#diligence memo
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill new-business-diligence-memo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: new-business-diligence-memo
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/new-business-diligence-memo
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill new-business-diligence-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

Producing a structured, decision-ready diligence memo for a potential acquisition or startup is time-consuming and easy to leave inconsistent gaps in thesis, unit economics, risks, and next steps.

Core Features & Use Cases

  • Deal thesis & investment framing: Converts advisor-provided inputs into a coherent memo narrative aligned to a family-office investment review format.
  • Unit economics and risk synthesis: Captures key risks (top 3) and core unit economics to support an investment recommendation.
  • Structured interview capture: Stores every advisor input in an interview.json for auditability and downstream review workflows.

Example use case: A principal wants to evaluate a target company for a potential acquisition and needs a first-iteration diligence memo that captures thesis, unit economics, risks, and recommended next steps.

Quick Start

Ask an AI agent to run the new-business-diligence-memo skill and generate a New Business Diligence Memo using your answers for business_name, business_type, investment_size, thesis, key_risks, unit_economics, and next_steps.

Frequently Asked Questions about new-business-diligence-memo

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

FAQPage Schema
How do I generate a structured diligence memo for an acquisition target?▼

To generate a diligence memo, collect advisor interview inputs covering the investment thesis, unit economics, and key risks, then render them into a decision-ready markdown artifact structured for family-office review.

What is a family-office investment thesis memo and when do I need one?▼

A family-office investment thesis memo is a structured evaluation document capturing deal thesis, unit economics, top risks, and next steps, needed when reviewing a potential acquisition or startup investment for consistent decision-making.

How do I capture structured interview inputs for risk assessment and unit economics analysis?▼

Capture structured interview inputs by storing advisor-provided answers regarding business metrics and risks in an interview JSON file, ensuring auditability and enabling downstream review workflows for the diligence process.

Can I push diligence memo outputs to SharePoint and Snowflake?▼

Yes, when configured, the process can write memories and push the generated diligence memo outputs to Seren gateway publishers including SharePoint, Asana, Outlook, Gmail, Google Calendar, and a Snowflake FO_ARTIFACTS table.

What inputs do I need to provide to create a new business diligence memo?▼

You need to provide the business name, business type, investment size, thesis, key risks, unit economics, and recommended next steps to populate the structured family-office diligence memo template.

Does the diligence memo generation process require a database connector?▼

The process utilizes PostgreSQL and Snowflake database connectors to optionally persist artifacts, requiring specific Python connector dependencies if you choose to write outputs to configured Snowflake FO_ARTIFACTS tables.

Related Skills

Explore More Finance & Accounting Skills→
terraleiloaterraleiloa

manager-dd-venture-capital

Generate a structured venture capital manager due diligence memo from advisor inputs.

Community
Intermediate
terraleiloaterraleiloa

long-term-portfolio-strategy-plan

Generate a long-term portfolio strategy memo from advisor interview inputs.

Community
Advanced
sfc-gh-samaurersfc-gh-samaurer

sd-project-list-setup

Query Snowflake databases to generate project and milestone listings.

Community
Intermediate
terraleiloaterraleiloa

manager-dd-direct-co-investment

Generates a structured due diligence memo for direct or co-investment opportunities as markdown artifacts.

Community
Advanced