deal-diligence

Decomposes investment theses into driver trees with T1–T4 evidence tiers, then converts load-bearing drivers and material diligence findings into underwriting decisions through a 6-module assessment. Use when Ian asks to "assess boundability," "bound this risk," "build a driver tree," "decompose this thesis," "score the drivers," "run underwriting analysis on [issue]," "what does this mean for our underwrite," "convert diligence to underwriting," "score this for IC," "price this risk," "what's the perimeter on X," "can we underwrite this?" "how confidently can we bound this driver," "what's load-bearing in this thesis," or "run a cascade scenario." Produces a driver tree, structured issue objects, deal summary, and final deal view (proceed / proceed with protections / reprice / pass). Single-asset analysis only — does not perform portfolio construction or position sizing. Distinct from pre-mortem (which enumerates failure pathways) and claim-scrutinizer (which tests bull-case logic). Boundability decomposes the thesis, isolates what is load-bearing, and converts identified risk into specific underwriting action.

Decomposes investment theses into MECE driver trees, assigns evidence tiers (T1–T4) to each leaf node, and surfaces what a thesis is actually built on. Use when Ian asks to "build a driver tree," "decompose this thesis," "score the drivers," "map the revenue tree," "what's load-bearing in this thesis," "tier the drivers," "run a base-rate overlay," "check the vintage on this evidence," "run a cascade scenario," "what's the variance-dominant driver," or "do a structural assessment of [company]." Single-asset methodology only. Produces a driver tree with tiers and directionality, segment driver tables with historical/today/path/tier/impact/boundability columns, base-rate overlay for load-bearing drivers, vintage check on supporting evidence, variance amplification analysis, downside and upside cascade scenarios, and a framework self-audit. Output is a methodology document — does not produce underwriting actions, deal verdicts, or position sizing. Distinct from boundability (which converts driver work into underwriting structure), pre-mortem (which enumerates failure pathways), and claim-scrutinizer (which tests bull-case logic). Driver-tree is the structural decomposition step that those other skills build on.

**SaaS / Operating Model Financial Template Builder**: Reads a source Excel operating model (P&L, Balance Sheet) and generates a standardized 3-tab financial model with Input Page, Financial Model Template, and Output Tab. - MANDATORY TRIGGERS: "build financial model", "run the template", "create financial model template", "3-tab model", "generate financial model", "financial model from P&L" - Use this skill whenever a user uploads an Excel file containing a P&L or income statement and wants a structured financial model built from it - Also triggers for: "Input Page + FMT + Output Tab", "6+6 analysis", "go-forward analysis", "SaaS model template", "turn this P&L into a model", "build a model from this", "model this out", "create a financial template", "build the pattern template model"

calculate, interpret, and package b2b saas go-to-market metrics into a diagnostic excel workbook using the bundled metric catalog, formulas, and input requirements. use when a user uploads gtm tables, exports, board files, forecasts, or operating spreadsheets and wants a clean excel-based diagnostic analysis of growth drivers, arr funnel, pipeline, retention, efficiency, productivity, or forecast metrics. ask for missing uploaded inputs, distinguish provided values from derived calculations, and populate the bundled workbook tabs for inputs, metric calculations, and diagnostic output.

build, audit, and maintain company-specific kpi trees that decompose a budget, forecast, or operating target into causal drivers and atomic inputs. use when a user wants to break revenue, margin, opex, headcount, cash flow, or other plan lines into measurable drivers; create a diligence-ready budget framework; translate a model into operating inputs; or define what should be tracked weekly and monthly post-close. especially useful in late diligence, annual planning, monthly business reviews, and post-acquisition operating cadence design.