Layered VC due-diligence skills for Claude Code: auto-diligence (full e2e from a company name), background-check (L1) and pmf-signal (L2 unique deliverable), plus founder-check, market-context, competitive-landscape, market-sizing, standalone customer-debrief, fleet-run for fleet-scale orchestration, and place-call for delegating one outbound voice call via callagent.
Two-phase public-source market context. Phase 1 builds a context bundle from web research; Phase 2 synthesizes patterns and contradictions into open questions for customer discovery. No personas (dudu:pmf-signal owns them).
Idea-stage wedge selection. Maps the category (competitors, pricing, funding), then compares 2–5 candidate personas on pain, WTP, reachability, and segment size to recommend a wedge. Pre-product, secondary-research only.
End-to-end diligence from a company name. Auto-discovers founders + pitch, runs dudu:background-check → dudu:pmf-signal → optional callagent → dudu:customer-debrief, then renders report.html with embedded recordings.
Layer 1 orchestrator. Runs founder-check, market-context, competitive-landscape, and market-sizing, then writes deals/<slug>/background.md as the L1 sentinel for dudu:pmf-signal. No personas (L2 owns them).
Map direct and indirect competitors, assess incumbent threat, and analyze moat durability. Produces a competitor matrix with citations.
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Built for the Lyra Codex hackathon. Instead of just research and gather data, it adds quantitative value on top of it with grounded ICP test and real customer interview flow.
A layered VC due-diligence plugin. Layer 1 (dudu:background-check) gives you the cheap public-source bundle every VC could produce in an afternoon. Layer 2 (dudu:pmf-signal) is the unique deliverable: every founder/company claim verified against a grounded N=15–200 persona simulation, cross-artifact triangulation, and bounded external evidence — emitted as a falsifiable claim ledger × verdict matrix.
┌──────────────────────────── Layer 1: BACKGROUND CHECK ─────────────────────────┐
│ Cheap. Public sources. Parallel-safe. Produces the L1 sentinel and the │
│ context bundle that Layer 2 verifies against. │
│ │
│ dudu:background-check │
│ ├─ dudu:founder-check │
│ ├─ dudu:market-context │
│ ├─ dudu:competitive-landscape │
│ └─ dudu:market-sizing │
│ Output: deals/<slug>/background.md (sentinel) + per-skill artifacts. │
│ NO personas — that namespace is owned by Layer 2. │
└────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌──────────────────────────── Layer 2: PMF SIGNAL ───────────────────────────────┐
│ Expensive. Simulation + cross-artifact + external. The unique value. │
│ │
│ dudu:pmf-signal │
│ Output: pmf-signal.md (claim ledger × verdict), outreach.md (warm-path), │
│ personas/*.yaml (the simulation), customer-discovery-prep.md │
│ (legacy-shape convenience artifact, Stage 5 side effect). │
└────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌──────────────────────── Standalone: CUSTOMER DEBRIEF ──────────────────────────┐
│ Runs whenever real interview transcripts exist under deals/<slug>/inputs/. │
│ No orchestrator coupling. │
│ │
│ dudu:customer-debrief │
│ Output: customer-discovery.md │
└────────────────────────────────────────────────────────────────────────────────┘
For backward compatibility, the deprecated dudu:diligence wrapper still runs the full chain end-to-end. It will be removed in a future release.
Clone the repo and symlink the skills directory:
git clone https://github.com/Ying-Kai-Liao/dudu.git ~/.codex/dudu
mkdir -p ~/.agents/skills
ln -s ~/.codex/dudu/skills ~/.agents/skills/dudu
Restart Codex to discover the skills. Full Codex install guide (Windows junction variant, troubleshooting, updating) is in .codex/INSTALL.md.
test/ledgerloop/ contains a complete dudu run against a real Cape Town company (LedgerLoop, founder Dylan Martens), produced from a Codex session under the legacy (pre-split) layout.
What's in there:
founder-dylan-martens.md — public-web + LinkedIn dossierpersonas/ — context bundle + 3 personas + 6 self-play conversation rounds (legacy market-problem Phase 2 output; under the layered architecture this namespace is now owned by dudu:pmf-signal)market-problem.md — cross-round synthesis (legacy filename; the new equivalent is market-context.md)competitive-landscape.md — direct/indirect competitors + incumbent threat verdict + moat analysismarket-sizing.md — bottom-up TAM, anchored on a defined ICP and reachable populationcustomer-discovery-prep.md — target list, outreach templates, interview scriptMEMO.md — final stitched investment memo with a Pass verdict and conditional path to Watchreport.html — single-file rendered version, openable in any browser, safe to share by emailmanifest.json — legacy schema with market-problem and customer-discovery-* keysThe renderer tolerates both legacy and new layouts; legacy demo deals continue to work unchanged.
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