new-business-diligence-memo
CommunityTurn new deal inputs into a diligence memo.
System Documentation
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.
Dependency Matrix
Required Modules
Components
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: new-business-diligence-memo Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#new-business-diligence-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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