diligence-stack-marketplace

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, or any spreadsheet/model request grounded in Diligence Stack research.

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 investment research.

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, dashboards, web pages, images, exports, or other deliverables; use the visual defaults unless the user explicitly requests different styling.

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 corpus is authorized.

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 outruns its evidence.

Find and assemble source-linked charts, tables, scorecards, heat maps, architecture diagrams, and other exhibits from the Diligence Stack MCP. Use for exhibit books, memo or deck support, chart discovery, visual evidence, source verification, or locating the best existing graphic for a research question.

Audit a thesis, memo, model, or diligence plan for missing, stale, weak, contradictory, or decision-irrelevant evidence and prioritize the next research. Use for data requests, research backlogs, diligence scoping, source gaps, model assumption gaps, expert-call planning, or deciding what evidence is worth obtaining next.

Map competitors, substitutes, value-chain roles, architecture control points, bottlenecks, dependencies, and value pools using Diligence Stack research. Use for competitive matrices, company comparisons, ecosystem maps, market structure, moat analysis, vendor selection, or identifying where value shifts under technology transitions.

Create a source-linked market primer using the Diligence Stack knowledge base. Use to map market architecture, value chains, control points, bottlenecks, adoption curves, value pools, competitors, TAM scenarios, and indicators for technology or infrastructure markets.

Prepare a source-linked pre-earnings brief or post-earnings thesis update using Diligence Stack research and separately entitled equity research when available. Use for earnings previews, KPI expectations, guidance bridges, management questions, estimate changes, transcript analysis, or determining what an earnings release changes.

Prepare high-signal, source-linked questions for company management, investor relations, customers, suppliers, competitors, former employees, or industry experts. Use for management meetings, earnings calls, expert calls, channel checks, conference meetings, diligence interviews, or transcript follow-up.

Convert diligence research into a living thesis with evidence, key performance indicators, catalysts, risks, falsification conditions, review dates, and confidence changes. Use for thesis trackers, monitoring dashboards, watch lists, quarterly updates, portfolio reviews, or deciding whether new evidence changes a company or market view.