due_diligence

Due Diligence Analyzer

v0.1.3MITValidatedOutdated — v0.1.4 available2 installs3/12/2026pipelex/methodsEvotis S.A.S
Main pipeanalyze_company

Install

$npx mthds install https://github.com/pipelex/methods --method due_diligence

Run

$npx mthds run method due_diligence

Due Diligence Analyzer

A comprehensive M&A due diligence pipeline that extracts and analyzes financial statements, contracts, and organizational structure in parallel, then synthesizes findings into an actionable report.

What it does

Given financial statements, contracts, and an org chart (as documents), this method:

  1. Extracts all three documents in parallel into readable pages.
  2. Analyzes in parallel across three dimensions:
    • Financial: produces a FinancialSnapshot with revenue trends, margin analysis, cash position, debt level, red flags, and health rating.
    • Contractual: produces ContractualRisk[] identifying change-of-control clauses, key dependencies, risk levels, and termination conditions for each contract.
    • Talent: produces a TalentAssessment covering key-person risk, team composition, organizational gaps, retention risk, and culture observations.
  3. Synthesizes all analyses into a DueDiligenceReport with overall risk rating, risk matrix, valuation impact, deal breakers, opportunities, and a clear proceed/no-proceed recommendation.

Concepts

  • FinancialSnapshot: Structured financial health assessment with margins, cash, debt, and red flags.
  • ContractualRisk: Risk assessment for a single contract (change-of-control, dependencies, risk level).
  • TalentAssessment: Organizational talent assessment (key-person risk, retention, culture).
  • DueDiligenceReport: Comprehensive report with risk matrix, valuation impact, and recommendation.

Exports

due_diligence

analyze_companyextract_all_documentsanalyze_allsynthesize_report

Method Flowchart

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Bundle Files

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METHODS.toml

METHODS.toml
[package]
name = "due_diligence"
display_name = "Due Diligence Analyzer"
address = "github.com/pipelex/methods"
version = "0.1.3"
description = "# Due Diligence Analyzer\n\nA comprehensive M&A due diligence pipeline that extracts and analyzes financial statements, contracts, and organizational structure in parallel, then synthesizes findings into an actionable report.\n\n## What it does\n\nGiven **financial statements**, **contracts**, and an **org chart** (as documents), this method:\n\n1. **Extracts** all three documents in parallel into readable pages.\n2. **Analyzes in parallel** across three dimensions:\n   - **Financial**: produces a `FinancialSnapshot` with revenue trends, margin analysis, cash position, debt level, red flags, and health rating.\n   - **Contractual**: produces `ContractualRisk[]` identifying change-of-control clauses, key dependencies, risk levels, and termination conditions for each contract.\n   - **Talent**: produces a `TalentAssessment` covering key-person risk, team composition, organizational gaps, retention risk, and culture observations.\n3. **Synthesizes** all analyses into a `DueDiligenceReport` with overall risk rating, risk matrix, valuation impact, deal breakers, opportunities, and a clear proceed/no-proceed recommendation.\n\n## Concepts\n\n- **FinancialSnapshot**: Structured financial health assessment with margins, cash, debt, and red flags.\n- **ContractualRisk**: Risk assessment for a single contract (change-of-control, dependencies, risk level).\n- **TalentAssessment**: Organizational talent assessment (key-person risk, retention, culture).\n- **DueDiligenceReport**: Comprehensive report with risk matrix, valuation impact, and recommendation."
license = "MIT"
authors = ["Evotis S.A.S"]
main_pipe = "analyze_company"

[exports.due_diligence]
pipes = ["analyze_company", "extract_all_documents", "analyze_all", "synthesize_report"]