Private Equity and Venture Capital Investment Research

The problem it addresses

PE/VC evaluation often stalls on fragmented materials, inconsistent industry metrics, and scattered risk checks. This skill turns project research into a repeatable template for screening and diligence.

How it works

• Initial screen: for BP review or sector scan, it checks industry fundamentals, company profile, key risks, and preliminary investment thesis to recommend follow, pass, or watch.
• Deep due diligence: covers industry map, technology routes, comparable companies, financial checks, legal compliance, interview outlines, and valuation terms for investment committee support.
• Industry adapters: loads SaaS, biotech, consumer, platform, advanced manufacturing, or new energy references, such as ARR/NDR for SaaS, pipeline value for biotech, and export controls for semiconductors.
• Material checks: distinguishes third-party reports from raw materials, flags missing items, and asks for follow-up documents when coverage is insufficient.

Boundaries

It is a structured research framework, not legal, accounting, or expert advice. When materials are severely incomplete, it prioritizes a request list over forced conclusions.