Build a source-linked, driver-based diligence model with assumptions, scenarios, sensitivities, checks, and evidence provenance. Use for market sizing, revenue builds, unit economics, capacity models, margin or EPS bridges, operating models, valuation inputs,…
Build a source-linked company or vendor diligence packet using Diligence Stack reports, vendor notes, and optionally entitled equity research. Use for company briefs, competitive positioning, thesis updates, catalysts, risks, monitoring dashboards, or…
Apply The Diligence Stack visual identity, source attribution, citation format, and canonical-link policy to user-facing content created from Diligence Stack research. Use whenever this plugin creates or edits prose, documents, decks, spreadsheets, charts,…
Scope and plan a diligence project before research begins. Use for investment, vendor, product, partner, acquisition, or strategic diligence when the user needs questions, workstreams, evidence requirements, priorities, or a research plan.
Search and retrieve source-linked evidence from the Diligence Stack MCP knowledge bases. Use for any company, market, product, vendor, technology, or investment question that should be grounded in Diligence Stack reports or entitled equity research.
Synthesize diligence evidence into a decision-ready memo, scorecard, risk register, or recommendation. Use when the user has research, interviews, analyses, or data-room findings and needs conclusions with confidence, red flags, and next actions.
Synthesize separately entitled private equity research alongside the Diligence Stack house view. Use for ticker briefs, consensus and disagreement maps, catalysts, earnings preparation, valuation debates, or analyst-view comparisons when the equity-research…
Audit the quality, traceability, freshness, and decision usefulness of a diligence thesis or report using Diligence Stack evidence. Use when checking claims, citations, confidence, source classes, estimates, charts, customer proof, or whether a conclusion…