aidd

AIDD — AI-Assisted Due Diligence

Capability overview

Code: AIDD Full name: AI-Assisted Due Diligence Description: AI-assisted due diligence — data room ingest, red-flag extraction, redaction-on-export, structured findings.

---

Skills index

#	Skill	Command	Purpose
1	Data Room Ingest	/cps-aidd:dataroom-ingest	Ingest a data room: classify documents, build inventory, flag missing categories.
2	Red-Flag Scan	/cps-aidd:red-flag	Scan ingested documents for red flags by workstream (commercial, financial, legal, IT, HR).
3	QoE Baseline	/cps-aidd:qoe-baseline	Build quality-of-earnings baseline from financials with normalization adjustments.
4	DD Report	/cps-aidd:dd-report	Author DD report with findings, severity, recommended price/structure adjustments.
5	Redacted Export	/cps-aidd:redaction-export	Export client-facing version with PII / sensitive details redacted.

---

Skill 1: Data Room Ingest

Command: /cps-aidd:dataroom-ingest

Purpose

Ingest a data room: classify documents, build inventory, flag missing categories.

Inputs required

client:
  name: "Client Name"
  industry: "Industry"
context:
  scope: "in-scope description"
  constraints: ["constraint 1", "constraint 2"]
references:
  - "Prior deliverable / document name"
  - "External benchmark / source"

Methodology

1. Frame. Translate client request into a structured problem statement and hypotheses.
2. Gather. Pull data from engagement brain, client documents, and external sources.
3. Analyze. Apply the Data Room Ingest method using domain frameworks (see Frameworks section of the agent).
4. Synthesize. Produce primary deliverable with recommendations, evidence, and risks.
5. Validate. Run /cps:verify-quality and pass through Data room inventory shows coverage % vs expected document categories.

Output shape

A CPS-branded Data Room Ingest deliverable in 05_Deliverables_Final/. Pyramid-Principle structured, sourced, and reviewed.

Quality checklist

• Data room inventory shows coverage % vs expected document categories
• Every red flag has severity (critical/high/med/low) and an explicit source citation
• QoE adjustments have rationale and tie back to source documents

---

Skill 2: Red-Flag Scan

Command: /cps-aidd:red-flag

Purpose

Scan ingested documents for red flags by workstream (commercial, financial, legal, IT, HR).

Inputs required

client:
  name: "Client Name"
  industry: "Industry"
context:
  scope: "in-scope description"
  constraints: ["constraint 1", "constraint 2"]
references:
  - "Prior deliverable / document name"
  - "External benchmark / source"

Methodology

1. Frame. Translate client request into a structured problem statement and hypotheses.
2. Gather. Pull data from engagement brain, client documents, and external sources.
3. Analyze. Apply the Red-Flag Scan method using domain frameworks (see Frameworks section of the agent).
4. Synthesize. Produce primary deliverable with recommendations, evidence, and risks.
5. Validate. Run /cps:verify-quality and pass through Data room inventory shows coverage % vs expected document categories.

Output shape

A CPS-branded Red-Flag Scan deliverable in 05_Deliverables_Final/. Pyramid-Principle structured, sourced, and reviewed.

Quality checklist

• Data room inventory shows coverage % vs expected document categories
• Every red flag has severity (critical/high/med/low) and an explicit source citation
• QoE adjustments have rationale and tie back to source documents

---

Skill 3: QoE Baseline

Command: /cps-aidd:qoe-baseline

Purpose

Build quality-of-earnings baseline from financials with normalization adjustments.

Inputs required

client:
  name: "Client Name"
  industry: "Industry"
context:
  scope: "in-scope description"
  constraints: ["constraint 1", "constraint 2"]
references:
  - "Prior deliverable / document name"
  - "External benchmark / source"

Methodology

1. Frame. Translate client request into a structured problem statement and hypotheses.
2. Gather. Pull data from engagement brain, client documents, and external sources.
3. Analyze. Apply the QoE Baseline method using domain frameworks (see Frameworks section of the agent).
4. Synthesize. Produce primary deliverable with recommendations, evidence, and risks.
5. Validate. Run /cps:verify-quality and pass through Data room inventory shows coverage % vs expected document categories.

Output shape

A CPS-branded QoE Baseline deliverable in 05_Deliverables_Final/. Pyramid-Principle structured, sourced, and reviewed.

Quality checklist

• Data room inventory shows coverage % vs expected document categories
• Every red flag has severity (critical/high/med/low) and an explicit source citation
• QoE adjustments have rationale and tie back to source documents

---

Skill 4: DD Report

Command: /cps-aidd:dd-report

Purpose

Author DD report with findings, severity, recommended price/structure adjustments.

Inputs required

client:
  name: "Client Name"
  industry: "Industry"
context:
  scope: "in-scope description"
  constraints: ["constraint 1", "constraint 2"]
references:
  - "Prior deliverable / document name"
  - "External benchmark / source"

Methodology

1. Frame. Translate client request into a structured problem statement and hypotheses.
2. Gather. Pull data from engagement brain, client documents, and external sources.
3. Analyze. Apply the DD Report method using domain frameworks (see Frameworks section of the agent).
4. Synthesize. Produce primary deliverable with recommendations, evidence, and risks.
5. Validate. Run /cps:verify-quality and pass through Data room inventory shows coverage % vs expected document categories.

Output shape

A CPS-branded DD Report deliverable in 05_Deliverables_Final/. Pyramid-Principle structured, sourced, and reviewed.

Quality checklist

• Data room inventory shows coverage % vs expected document categories
• Every red flag has severity (critical/high/med/low) and an explicit source citation
• QoE adjustments have rationale and tie back to source documents

---

Skill 5: Redacted Export

Command: /cps-aidd:redaction-export

Purpose

Export client-facing version with PII / sensitive details redacted.

Inputs required

client:
  name: "Client Name"
  industry: "Industry"
context:
  scope: "in-scope description"
  constraints: ["constraint 1", "constraint 2"]
references:
  - "Prior deliverable / document name"
  - "External benchmark / source"

Methodology

1. Frame. Translate client request into a structured problem statement and hypotheses.
2. Gather. Pull data from engagement brain, client documents, and external sources.
3. Analyze. Apply the Redacted Export method using domain frameworks (see Frameworks section of the agent).
4. Synthesize. Produce primary deliverable with recommendations, evidence, and risks.
5. Validate. Run /cps:verify-quality and pass through Data room inventory shows coverage % vs expected document categories.

Output shape

A CPS-branded Redacted Export deliverable in 05_Deliverables_Final/. Pyramid-Principle structured, sourced, and reviewed.

Quality checklist

• Data room inventory shows coverage % vs expected document categories
• Every red flag has severity (critical/high/med/low) and an explicit source citation
• QoE adjustments have rationale and tie back to source documents

---

Cross-skill workflows

Discovery → /cps-aidd:dataroom-ingest → /cps-aidd:red-flag → Recommendations

Integration with other CPS plugins

Plugin	Integration point
cps-ai-contracts	Contract clause extraction during legal DD
cps-finance	Financial modeling for the deal
cps-str	Strategic rationale and synergy assessment

Templates & artifacts

All deliverables use standard CPS branding via:

• /doc-gen for document generation
• assets/cps-branding.json for styling
• scripts/cps-document-generator.js for automation

Skill	Primary artifact	Format
/cps-aidd:dataroom-ingest	Data Room Ingest Report	DOCX/PDF
/cps-aidd:red-flag	Red-Flag Scan Report	DOCX/PDF
/cps-aidd:qoe-baseline	QoE Baseline Report	DOCX/PDF
/cps-aidd:dd-report	DD Report Report	DOCX/PDF
/cps-aidd:redaction-export	Redacted Export Report	DOCX/PDF