Builds a financial diligence request list, analytical agenda, quality-of-earnings questions, and red-flag checklist.
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name: financial-due-diligence
description: "Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial assessment. Produces a document request list, key analytical questions, red flags checklist, and a summarised financial health assessment."
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# Financial Due Diligence Skill
Produces a structured financial due diligence framework — document request list and analytical questions — for any investment, acquisition, or significant commercial relationship.
## Required Inputs
- **Transaction type** (acquisition / investment / partnership / supplier / fundraise)
- **Stage of diligence** (initial screening / full DD / confirmatory)
- **Target company type** (startup / SME / listed / subsidiary)
- **Key concerns** (optional — e.g. revenue recognition, customer concentration)
## Output Structure
### 1. Document Request List
**Financial Statements**
- Audited accounts for last 3 years
- Management accounts for current year (monthly)
- Board-approved budget and latest reforecast
- 3-year financial model with assumptions
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