Pre-Investment Due Diligence Builder

Pro v1.0.0 1 view

Generate customized stock due diligence checklists tailored to specific companies, sectors, and investor experience levels.

What You Get

Prevents FOMO-driven purchases by ensuring systematic evaluation of financials, competitive position, management, growth prospects, risks, and valuation before investing.

The Problem

Retail investors often miss critical red flags when researching stocks, leading to preventable losses. Without a systematic framework, they skip important analysis areas, don't know where to find data, and can't distinguish concerning signals from normal variations. This results in emotion-driven buying based on hype rather than thorough due diligence.

The Solution

Creates comprehensive 40-60 item checklists customized to the specific company's sector (biotech pipelines, SaaS CAC/LTV, retail comp sales, bank loan quality, cyclical positioning). Adjusts depth based on investor experience level. For each item, explains what to check, where to find data, and what constitutes red vs green flags. Prioritizes critical deal-breaker items to check first, saving time. Includes decision frameworks for buy/pass/reduce position decisions and lists only free resources (SEC filings, Yahoo Finance, Glassdoor, OpenInsider).

How It Works

  1. 1 Gather company context including ticker, investment thesis, experience level, position size, and time horizon
  2. 2 Identify company characteristics: sector, market cap, growth stage, business model, and investment style match
  3. 3 Build base checklist with 7 core categories covering priority items, financials, competitive position, management, growth, risks, and valuation
  4. 4 Add sector-specific items based on company type (biotech FDA milestones, SaaS retention metrics, bank capital ratios, cyclical positioning)
  5. 5 Adjust explanations and complexity for investor experience level (beginner educational, intermediate benchmark-focused, advanced value-trap detection)
  6. 6 Format as actionable markdown checklist with what/where/target/flags for each item, summary scorecard, and decision framework

What You'll Need

  • Company ticker or name (must be publicly traded with SEC filings)
  • Investor experience level (beginner, intermediate, or advanced)
  • Position size intent (percentage of portfolio)
  • Time horizon (short-term, medium-term, or long-term)

Get This Skill

Requires Pro subscription ($9/month)

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Examples

Advanced Investor Evaluating Binary Biotech Catalyst

Event-driven due diligence framework for small-cap biotech turnaround with pending FDA decision. Covers PDUFA timeline, clinical trial data quality, cash runway analysis, probability-weighted valuation scenarios, and binary risk assessment appropriate for advanced investors.

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Beginner Researching Apple for Long-Term Hold

Comprehensive due diligence checklist for a new investor researching Apple (AAPL) with 75+ items covering financials, competitive position, management, growth, risks, and valuation. Includes beginner-friendly explanations of metrics and where to find data.

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Intermediate Investor Analyzing SaaS Stock with Churn Concerns

SaaS-focused due diligence checklist for Datadog (DDOG) addressing specific investor concerns about competition and churn. Includes deep-dive on Net Revenue Retention (NRR), Rule of 40, insider selling patterns, and probability-weighted valuation scenarios.

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