Can it analyze customer churn?

Yes, it guides users through calculating gross and net dollar retention rates and helps decompose churn into expansion, contraction, and full-account loss.

Who should use the Commercial Due Diligence skill?

This skill is designed for investment professionals in Private Equity, Venture Capital, and Growth Equity who need to validate commercial assumptions before an acquisition.

What is the primary output of this skill?

It generates a comprehensive CDD report including an executive summary, market sizing exhibits, competitive matrices, and a detailed customer retention analysis.

How does it help with market sizing?

It provides a structured workflow to build bottom-up models using unit economics and customer counts, while cross-referencing with top-down data from third-party research.

Commercial Due Diligence Framework

Name: Commercial Due Diligence Framework
Author: lev-os

bylev-os

•

Productividad y Flujo de Trabajo

Structures and automates rigorous commercial due diligence for private equity and venture capital transactions.

This skill provides a comprehensive methodology for conducting commercial due diligence (CDD), helping deal teams evaluate target companies with precision. It guides users through complex workstreams including bottom-up and top-down market sizing (TAM/SAM/SOM), competitive moat analysis, and deep-dive customer validation. By standardizing the analysis of retention metrics, reference calls, and growth sustainability, this skill ensures that investment assumptions are thoroughly stress-tested and synthesized into professional, investment-committee-ready reports.

Características Principales

01Competitive positioning matrices and barrier-to-entry assessment

022 GitHub stars

03Detailed customer retention analysis including gross and net dollar retention

04Structured reference call frameworks for qualitative and quantitative triangulation

05Multi-methodology market sizing (TAM/SAM/SOM) with unit economic modeling

06Growth sustainability stress-testing under bear-case and bull-case assumptions

Casos de Uso

01Evaluating a target company's commercial viability during buy-side diligence

02Benchmarking portfolio company performance for exit readiness or add-on acquisitions

03Validating management revenue plans and growth assumptions for investment committees

Características Principales

01Competitive positioning matrices and barrier-to-entry assessment

022 GitHub stars

03Detailed customer retention analysis including gross and net dollar retention

04Structured reference call frameworks for qualitative and quantitative triangulation

05Multi-methodology market sizing (TAM/SAM/SOM) with unit economic modeling

06Growth sustainability stress-testing under bear-case and bull-case assumptions

Casos de Uso

01Evaluating a target company's commercial viability during buy-side diligence

02Benchmarking portfolio company performance for exit readiness or add-on acquisitions

03Validating management revenue plans and growth assumptions for investment committees