Turn strategy due diligence into a repeatable, AI-assisted workflow
A production-grade Agent Skill (.md file) that guides an AI assistant — or your deal team — through a complete Due Diligence of a Target's Strategy, from data-room request to a board-ready recommendation. Built on Wiley M&A best practices and a fact-based product-perception method, and now shipping with a built-in 9-slide PowerPoint deck template.
What's inside
Structured workstream: strategic goals, assumptions, measures, KPIs, and execution feasibility
Buyer–target strategic fit assessment: complementarity, overlap, conflict, and synergy identification
Fact-based product-portfolio perception module — user-review data (G2, Capterra) analyzed with AI aspect-based sentiment analysis (ABSA), benchmarked against competitors
10-section board-ready result template (executive summary → recommendation)
Full strategic risk register, synergy/dis-synergy assessment, and draft integration plan
NEW in v3.0: complete PPTX deck template — design system, slide-by-slide layout, and a fill-in data schema to generate an investment-committee deck in minutes
Who it's for
M&A advisors, corporate development teams, private-equity deal teams, and strategy consultants who want a consistent, defensible, AI-augmented approach to strategy DD.
Format & delivery
Instant digital download. One Markdown skill file, compatible with Perplexity, Claude, and other Agent-Skill-capable assistants. Includes the embedded PPTX template specification and two worked example structures (strong-fit and conditional-fit).
Author: Dr. Karl Popp · Version 3.0
Turn strategy due diligence into a repeatable, AI-assisted workflow
A production-grade Agent Skill (.md file) that guides an AI assistant — or your deal team — through a complete Due Diligence of a Target's Strategy, from data-room request to a board-ready recommendation. Built on Wiley M&A best practices and a fact-based product-perception method, and now shipping with a built-in 9-slide PowerPoint deck template.
What's inside
Structured workstream: strategic goals, assumptions, measures, KPIs, and execution feasibility
Buyer–target strategic fit assessment: complementarity, overlap, conflict, and synergy identification
Fact-based product-portfolio perception module — user-review data (G2, Capterra) analyzed with AI aspect-based sentiment analysis (ABSA), benchmarked against competitors
10-section board-ready result template (executive summary → recommendation)
Full strategic risk register, synergy/dis-synergy assessment, and draft integration plan
NEW in v3.0: complete PPTX deck template — design system, slide-by-slide layout, and a fill-in data schema to generate an investment-committee deck in minutes
Who it's for
M&A advisors, corporate development teams, private-equity deal teams, and strategy consultants who want a consistent, defensible, AI-augmented approach to strategy DD.
Format & delivery
Instant digital download. One Markdown skill file, compatible with Perplexity, Claude, and other Agent-Skill-capable assistants. Includes the embedded PPTX template specification and two worked example structures (strong-fit and conditional-fit).
Author: Dr. Karl Popp · Version 3.0
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