private-equity-investment-dd

Community

Turn messy deal materials into professional PE due diligence reports.

Authornoahnan-max
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill eliminates the manual, error-prone work of synthesizing scattered non-listed company investment materials (including pitch decks, interview notes, financial statements, contracts, and data room files) into structured, decision-grade due diligence outputs for private equity, venture capital, M&A, and Pre-IPO investment scenarios.

Core Features & Use Cases

  • End-to-end DD workflow: Guides users through a standardized 13-step process from material intake to final report QA, ensuring no critical diligence step is skipped.
  • Multi-scenario support: Adapts to different deal types (VC, growth equity, buyout, Pre-IPO, strategic investment) and industries (semiconductor, SaaS, manufacturing, pharma, etc.) with tailored checklists and analysis lenses.
  • Five-book methodology fusion: Integrates five leading local due diligence methodologies to cover business, financial, legal, industry, and team dimensions comprehensively, avoiding single-checklist bias.
  • HTML report generation: Defaults to standalone, responsive HTML reports optimized for internal investment committee circulation, with built-in validation for parseability and sensitive content redaction.

Quick Start

Use the private-equity-investment-dd skill to turn the provided pitch deck, interview notes, financial statements, and contracts for the target non-listed company into a full standalone HTML investment due diligence report suitable for internal investment committee review.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: private-equity-investment-dd
Download link: https://github.com/noahnan-max/private-equity-investment-dd-skill/archive/main.zip#private-equity-investment-dd

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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