About this skill

Problem Solved

Industry investment analysis can be distorted by generic report templates: early-stage deals emphasize story, mature deals emphasize cash flow, and government funds emphasize regional attraction, yet the same weights are often applied across deal types. vc-analyst puts investment-type detection, dynamic weighting, diligence gaps, and IC debate into one workflow to reduce conclusion-first analysis.

How It Works

Investment Type Detector: classifies VC, Growth, PE, Buyout, Strategic, and Government Guided Fund deals, then adjusts weights for Founder, Industry, Government, Financial, and Industrial Cap.
Five Analysis Layers: covers Founder Score, TAM/CAGR, dynamic moat, government fit, IRR/MOIC, exit probability, and manufacturing or supply-chain capability.
Decision Engines: Deal Killer Engine flags direct NO GO issues, Missing Information Engine lists assumptions to validate, and Confidence Engine separates known data from estimates.
IC Debate: outputs Bull Case, Bear Case, and Devil Case, then forms a unified Investment Memo.

Limitations

The skill requires search-first analysis and quantitative evidence. It is useful for structured due diligence and committee materials, but confidence drops when financial, customer, supply-chain, or government planning data is missing.

Screenshots

Use Cases

Before an early-stage AI deal review, assess founder fit, timing, moat, and flag data that needs validation.
When evaluating a gov-guided fund target, score attraction value, chain strengthening, subsidy reliance, and regulatory risk.
During PE diligence on a manufacturer, compile IRR/MOIC, exit paths, OEE, and supply-chain dependency evidence.
While drafting IC materials, consolidate missing data, confidence levels, and Bull/Bear/Devil risks into a memo.

Best For

Early-stage tech investor who needs founder, timing, and moat assumptions broken down for review.
Government fund analyst who needs to score alignment with local planning, chain value, and attraction metrics.
PE or strategic investment manager who needs financials, exit paths, and manufacturing/supply-chain evidence.
IC materials lead who needs missing data, confidence levels, and Bull/Bear/Devil cases consolidated.