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SkillReady to runNewFinanceValuation

Diligence Gap Tracker

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 16, 2026

Trigger check passed

Editorially graded · Aug 16, 2026

Reads an investment memo or executive summary (PDF, DOCX, or pasted text) and produces a stage-adjusted due-diligence checklist (XLSX tracker) plus a diligence summary (PDF with editable DOCX backup) that flags missing data, unverified claims, and category-level risk. Use when a deal team receives a new investment opportunity and needs to scope diligence gaps before an investment committee or partner meeting.

What you get

An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx) and a PDF.

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Here's the exec summary I got from the founder of PayBridge. Can you build me a diligence checklist and summary?

'PayBridge offers cross-border payment rails for SMBs. Our proprietary AI model optimizes FX routing. We have $800K ARR and 40 paying customers. The team is 8 people, led by two ex-Stripe engineers. We've raised a friends-and-family round and a SAFE. The market for cross-border payments is huge. We're seeing strong demand from e-commerce sellers.'

[STAGE] [KNOWN_DATA_SOURCES]
Sample output
Sample output produced by the Diligence Gap Tracker skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
PayBridge — Cross-Border Payment Rails | Stage: Seed/Pre-Series A (inferred — no institutional lead, 8 people, $800K ARR; flagged as assumption) | January 15, 2025

Top Gaps:
1. Money-transmitter licensing unaddressed — regulated-vertical override; fintech licensing gaps are deal-killing at any stage.
2. $800K ARR unverified — no billing export, cohort data, or reconciliation provided.
3. 'Proprietary AI model' claim lacks data-rights or foundation-model disclosure — red-flag pattern requiring technical verification.
4. Cap table and SAFE conversion terms undisclosed — baseline closing condition.
5. 'Strong demand' presented as traction with no named accounts or contract terms — red-flag pattern.

Risk Heat Map:
| Category | High | Medium | Low |
|---|---|---|---|
| Market | 0 | 1 | 0 |
| Product/Technology | 1 | 1 | 0 |
| Financials | 1 | 1 | 0 |
| Legal/Corporate | 3 | 0 | 0 |
| Team/Organization | 0 | 1 | 0 |
| Customers/Traction | 1 | 0 | 0 |
| Competitive Landscape | 0 | 1 | 0 |
| Cap Table/Terms | 1 | 0 | 1 |
| **Total** | **7** | **5** | **1** |

Stage-Adjusted Framing: PayBridge is inferred as Seed/Pre-Series A (no named institutional lead, 8 people, $800K ARR, friends-and-family + SAFE only).

Goes well with

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