diligence-issue-extraction

Solid

Use when reviewing provided due-diligence documents for an M&A or investment transaction to extract material issues into a structured, severity-sorted issues memo for attorney review.

Data & Documents 15 stars 3 forks Updated 4 days ago MIT

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Quality Score: 81/100

Stars 20%
40
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
50
License 10%
100
Description 5%
100

Skill Content

# Diligence Issue Extraction ## Purpose Extract and organize material issues from a target's due-diligence documents into a structured issues memo, ready for attorney review. The skill inventories the provided documents, maps them to diligence categories, applies a stated materiality threshold, extracts findings per category, flags successor-liability exposure, and identifies gaps in the document set. It produces draft legal work product for attorney review — not legal advice and not a final due-diligence opinion. ## Use When - A user asks to "pull issues from these diligence documents," "give me a first-pass issues list," or "flag the red flags in the data room." - The user has uploaded or pasted due-diligence documents and needs a structured issues memo organized by category and severity. - The transaction is an M&A deal or an investment round and a first-pass extraction of material concerns is needed before attorney analysis. - The user needs a gap analysis identifying missing diligence categories or document types. - The user needs a successor-liability sweep surfaced from the provided materials. ## Required Inputs - **The target documents** — uploaded or pasted in full. This skill works only from documents provided in the conversation; it does not query a data room or external source. - **Deal context** — deal name or working title; the user's side (buy-side or sell-side); and the diligence category or categories under review (e.g., corporate, material contracts, I...

Details

Author
zgbrenner
Repository
zgbrenner/agentcounsel
Created
2 months ago
Last Updated
4 days ago
Language
Python
License
MIT

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