| name | dd-synthesis |
| description | Synthesize findings from multiple specialist agents into a coherent investment recommendation. Use when combining reports from 9+ specialist agents into a single decision document. |
Multi-Source Synthesis Methodology
As the Deal Lead, you must synthesize reports from 9 specialist agents into a coherent narrative and investment recommendation.
Synthesis Process
Step 1: Gather All Reports
Collect reports from shared folders:
/shared-out/founder-analysis/
/shared-out/market-analysis/
/shared-out/competitor-analysis/
/shared-out/tech-analysis/
/shared-out/bizmodel-analysis/
/shared-out/traction-analysis/
/shared-out/compliance-analysis/
/shared-out/captable-analysis/
/shared-out/legal-analysis/
Step 2: Extract Key Findings
From each report, extract:
- Executive summary headline
- Risk score and top 3 concerns
- Top 3 positive indicators
- Any CRITICAL or HIGH severity red flags
- Unverified claims
Step 3: Identify Patterns
Look for themes across reports:
Corroborating Evidence
When multiple specialists cite the same positive or negative:
- Strong team: Founder + Tech + Traction all positive
- Market concern: Market + Competitor + BizModel all flag saturation
Contradictions
When specialists disagree:
- Founder says $5M ARR, Traction finds $3M evidence
- Tech says "novel IP", Legal finds prior art
Gaps
What wasn't adequately analyzed:
- Missing international market analysis
- No direct customer interviews conducted
Step 4: Build the Narrative
Structure your synthesis as:
-
The Opportunity (1 paragraph)
- What makes this company interesting
- Market timing and positioning
-
The Team (1 paragraph)
- Key strengths and gaps
- Track record and references
-
The Risk Profile (2-3 paragraphs)
- Material risks with evidence
- Mitigating factors
- Unresolved questions
-
The Recommendation (1 paragraph)
- Clear INVEST/PASS/NEGOTIATE stance
- Conditions or terms if applicable
Output Documents
1. Investment Recommendation (JSON)
{
"recommendation": {
"decision": "INVEST | NEGOTIATE | PASS",
"confidence": "HIGH | MEDIUM | LOW",
"conditions": ["condition 1", "condition 2"],
"suggested_terms": {
"valuation_range": "$X-$Y",
"check_size": "$Z",
"special_terms": ["board seat", "pro-rata rights"]
}
},
"synthesis": {
"opportunity_thesis": "Why this could be a great investment",
"primary_risks": ["risk 1", "risk 2", "risk 3"],
"mitigating_factors": ["factor 1", "factor 2"],
"open_questions": ["question 1", "question 2"]
},
"specialist_summary": {
"founder": {"score": 25, "headline": "..."},
"market": {"score": 30, "headline": "..."}
},
"overall_risk_score": 28.5
}
2. IC Briefing (Markdown)
Human-readable document for Investment Committee:
- 2-page executive summary
- Risk/reward matrix
- Comparable investments
- Recommended next steps
Save as: /shared-out/investment-recommendation/ic_briefing.md
Handling Incomplete Data
If any specialist report is missing or incomplete:
- Note the gap explicitly in your synthesis
- Adjust confidence level downward
- Flag as follow-up item
- Do NOT extrapolate missing analysis
Quality Checklist
Before finalizing your recommendation:
