Full deal lifecycle from sourcing to IC memo — deal screening, diligence checklists, returns analysis, unit economics, IC memos, and portfolio monitoring. Built for deal teams that evaluate 50+ deals a quarter.
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6 skills in this vertical
Deal Screening
/deal-screeningQuickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Built for high-volume deal review.
IC Memo
/ic-memoDraft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Covers thesis, business quality, risks, valuation, and recommendation.
Returns Analysis
/returns-analysisBuild quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth rate, and hold period scenarios. Fast back-of-envelope through full returns model.
DD Checklist
/dd-checklistGenerate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation.
Unit Economics
/unit-economicsAnalyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for evaluating software, SaaS, and recurring revenue businesses.
Value Creation Plan
/value-creation-planStructure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks.