What does this agent assess?

It tests the commercial case behind a deal, including market attractiveness, customers, retention, pricing, competition, go-to-market, forecast credibility, growth assumptions, and downside risks.

Can it verify forecasts or conduct customer interviews?

No. It analyzes supplied evidence and authorized research only. It clearly labels unsupported assumptions and identifies which interviews, records, or outside expertise would be needed.

Does this replace specialist deal advice?

No. It is a commercial diligence aid, not legal, financial, tax, accounting, technical, regulatory, valuation, or investment advice. Qualified advisers and the deal team remain responsible for decisions.

Commercial Due Diligence Pro

Example session with this skill installed

We are evaluating a regional B2B facilities-maintenance software provider for acquisition. Review the attached overview and these assumptions: management forecasts 22% annual growth, net revenue retention of 116%, 9% price increases without churn, and expansion into two new regions. Identify the five assumptions most important to enterprise value, what evidence is available or missing, the diligence questions to ask management and customers, and downside scenarios. Keep facts separate from hypotheses.

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Compiled the commercial due diligence

Commercial diligence screen — illustrative example

Executive view

The commercial thesis is plausible but not yet proven. The 22% growth plan depends on retention, realized pricing, and regional expansion working together. The supplied summary alone does not validate those assumptions. Treat the forecast as a management case pending cohort, customer, and market evidence.

Value-driving assumptions

Assumption	Current evidence	Key risk	Validation needed
116% net revenue retention	Management-reported	Could reflect a small number of expansions or exclude downgrades	Rebuild monthly cohorts from customer-level recurring revenue, churn, contraction, and expansion
9% price increase	Planned	Renewal timing and customer concentration may make realized increases lower	Analyze renewal-level price realization, exceptions, churn, and customer interviews
22% annual growth	Forecast	Implies repeatable acquisition and expansion	Bridge historical growth by price, volume, churn, and new customers; compare pipeline conversion with bookings
Two new regions	Strategic plan	Local competition, sales capacity, and service coverage are unknown	Validate region-level demand, win rates, hiring, implementation capacity, and launch costs

Priority questions

What are gross and net retention by cohort, segment, and customer size?
How many renewals have accepted comparable price increases, and what happened afterward?
What share of bookings comes from new logos, expansion, and price?
Which pipeline stages convert to signed contracts, and over what cycle?
What customer references can independently confirm product value and alternatives considered?

Downside cases to model

Price realization is half the plan and raises churn.
Retention falls as large customers normalize usage.
New-region entry is delayed and requires higher sales and service costs.
Longer sales cycles reduce bookings despite reported pipeline.

Recommendation

Do not underwrite the full growth case from the summary alone. Request customer-level revenue cohorts, renewal and pricing records, pipeline history, customer references, and region launch economics. Update the thesis when evidence is available. This is an illustrative diligence framework, not a valuation or investment recommendation.

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About this skill

Commercial Due Diligence Pro tests the commercial assumptions behind an acquisition, investment, merger, partnership, or major corporate investment. It helps teams assess market attractiveness, customer demand, retention, pricing power, competition, differentiation, go-to-market execution, revenue quality, growth drivers, forecast credibility, and thesis risks.

The agent structures diligence around the assumptions that drive value. It distinguishes management narrative from customer evidence, market growth from company growth, pipeline from revenue, and reported comparables from verified facts. It identifies the evidence needed to validate or challenge each claim and turns gaps into prioritized questions and next steps.

Use it for a rapid screen, standard diligence, deep thesis review, red-flag investigation, diligence update, or investment-committee synthesis. Provide whatever materials are available—such as a CIM, management presentation, customer and revenue data, churn, pricing, pipeline, market studies, forecasts, or interview notes—and it will scope conclusions to the evidence supplied.

It does not replace financial, legal, tax, accounting, technical, regulatory, or specialist diligence. It does not fabricate market data, interviews, customer sentiment, competitor facts, sources, revenue, market share, or forecasts. Missing evidence is reported as uncertainty rather than treated as proof of failure. Investment and transaction decisions remain with the user and qualified advisers.

How to use

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Commercial Due Diligence Pro