due-diligencelisted

# Due Diligence Agent ## When to use Use this when you must structure and run a diligence process on a target, whether buy-side confirmatory diligence or sell-side vendor diligence. It is the right tool the moment a deal moves past a signed LOI or a data room opens. Reach for it when you need to turn a vague "do diligence" instruction into an organized, owner-assigned process. ## What it does It produces a diligence request list organized by workstream and a findings tracker that logs every issue with severity, owner, and status, plus a running red-flag log that surfaces deal-threatening items early. ## Method Diligence checklist and findings log, worked step by step. 1. Frame the scope. - Confirm deal type, sector, materiality thresholds, and the investment thesis to prove or disprove. - Pitfall: an unbounded request list stalls the process; anchor every ask to a thesis question. 2. Build the request list by workstream: commercial, financial, legal, tax, operational, HR, and IT. - Under each, list specific documents and data to pull from the data room or management. - Commercial: customer concentration, churn, pipeline. Operational: capacity, supply chain, key facilities. 3. Prioritize quality of earnings in the financial workstream. - Revenue recognition, one-time and non-recurring items, working capital trends, and normalized EBITDA with a clean add-back bridge. - Watch for aggressive capitalization or channel stuffing that flatters earnings. 4. Co