Use when evaluating data rooms, third-party diligence materials, management teams, PE sponsors, ESG risks, or sustainability-linked structures in credit underwriting. Prefer this skill for information-quality assessment, diligence scoping, qualitative risk translation, and identifying gaps that must be resolved before committing capital.
Due diligence is an exercise in prioritization under incomplete information. The goal is not to read every page in the room; it is to separate confirmed facts from advocacy, identify what still matters to the downside case, and translate unresolved issues into modeling adjustments, structural asks, or explicit memo flags.
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references/due-diligence-workflow.md - Triage order, sequencing, and information-gap handling across deal types.references/document-request-lists.md - What to request by transaction type and where to focus first.references/third-party-report-assessment.md - How to read externally prepared diligence materials skeptically and translate them into credit implications.references/qoe-report-interpretation.md - QoE report review, adjustment discipline, and translation to model inputs.references/sell-side-bias-assessment.md - How to de-bias CIMs, management decks, and sponsor projections.references/red-flags-by-document.md - Fast scan of recurring warning signs by document type.references/management-key-person-assessment.md - Management evaluation, key person risk, succession planning, and management diligence checklist.references/pe-sponsor-assessment.md - Sponsor incentives, support capacity, behavioral patterns (dividend recaps, add-ons, LMEs, restructuring), and sponsor diligence checklist.references/governance-board-assessment.md - Board oversight, auditor quality, and creditor-relevant governance signals.references/conflict-of-interest-checklist.md - Pre-investment conflict of interest identification, MNPI protocols, cross-fund exposure, and sign-off requirements.references/esg-credit-integration.md - ESG-to-credit-risk framework, practical diligence workflow, greenwashing checks, and ESG due diligence checklist.references/sll-structure-mechanics.md - Timeless SLL design principles, documentation logic, credit framing, and SLL evaluation checklist.When asked to evaluate diligence materials, management, sponsors, governance, ESG issues, or SLL features, produce:
skills/credit-memo-generator/references/analytical-limitations.md.skills/credit-memo-generator/references/incomplete-data-guidance.md to disclose the gap and its analytical consequence.skills/credit-memo-generator/references/analytical-limitations.md and state the limitation directly.examples/worked-management-sponsor-assessment-example.md: Management team and PE sponsor evaluation for a PE-backed diagnostics company, including key-person risk, sponsor behavior assessment, ESG materiality, and covenant handoff flags