Close Readiness

Close Readiness

Aggregate status of all pre-closing workstreams and produce a go/no-go recommendation for closing. Pure orchestration -- no reusable analytical logic.

Skills Invoked

• Uses acquisition-risk diligence templates for checklist structure (no calculation logic)

Reads from Manifest

• diligence/punchlist.md and diligence/issues.csv -- DD status
• underwriting/* -- financial summary
• debt/* -- financing status
• memo/* -- IC approval status

Writes to Manifest

• Directory: closing/
• Files: close-readiness.md
• Key metrics: open_critical_items, go_nogo, target_close_date

Workflow

1. Pull current diligence punchlist from manifest
2. Categorize open items by severity: critical (blocks close), important (should resolve), minor (can survive)
3. Check for IC approval status (memo produced and approved?)
4. Check financing status (commitment letter received?)
5. Check title, survey, environmental, insurance
6. Produce go/no-go summary with open item list and risk assessment
7. Recommend: close, delay with conditions, or walk

QA Checklist

• All critical DD categories assessed
• Open items have clear owners and timelines
• Financing status confirmed
• IC approval status confirmed
• Clear recommendation stated