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Generate comprehensive AI strategy reports (15+ slides) in PowerPoint format. Analyzes company's digital readiness, identifies high-value AI use cases, creates implementation roadmaps, and provides ROI projections. Designed for consulting firm quality deliverables.
预约定价安排申请：可行性评估、申请流程、定价方法设计，基于OECD MAP指南及中国国家税务总局公告2016年第64号
Create ArchiMate enterprise architecture diagrams using PlantUML stdlib macros. Best for TOGAF viewpoints, layered EA modeling (Business/Application/Technology), motivation analysis, and migration planning.
Exibindo SKILL.md
| name | commercial-due-diligence |
| description | 商业尽职调查：市场吸引力、竞争定位、客户质量、增长可持续性评估 |
| version | 1.0.0 |
| domain | consulting |
| last_updated | 2026-08-26 |
| status | stable |
Workstream 1: Market Attractiveness（市场吸引力）
Workstream 2: Competitive Positioning（竞争定位）
Workstream 3: Customer Quality（客户质量）
Workstream 4: Revenue Sustainability（收入可持续性）
Workstream 5: Growth Opportunities（增长机会）
Workstream 6: Synergy Potential（协同效应）
1. 项目启动
├─ 确定调查范围和重点
├─ 收集初步资料（CIM、财务数据）
├─ 制定工作计划和访谈清单
└─ 组建项目团队
2. 市场分析（WS1）
├─ 行业研究和市场规模测算
├─ 市场驱动因素和趋势分析
├─ 监管环境评估
└─ 市场吸引力评分
3. 竞争分析（WS2）
├─ 竞争格局绘制
├─ 竞争对手深度分析
├─ 目标公司竞争地位评估
└─ 竞争优势可持续性判断
4. 客户分析（WS3）
├─ 客户数据深度分析
├─ 客户访谈（10-20个代表性客户）
├─ 客户满意度调查
└─ 客户质量评分
5. 收入与增长分析（WS4-5）
├─ 收入拆解和趋势分析
├─ 增长驱动因素识别
├─ 增长机会评估
└─ 收入预测模型
6. 协同效应评估（WS6）
├─ 协同效应识别
├─ 量化测算
├─ 实现路径设计
└─ 风险和依赖因素
7. 综合判断
├─ 投资亮点和风险总结
├─ 估值影响分析
├─ 投后价值创造计划建议
└─ 最终报告撰写
# 商业尽职调查报告
## 一、执行摘要
- 投资论点：____
- 关键发现：____
- 主要风险：____
- 建议结论：____
## 二、市场吸引力评估
| 维度 | 评分(1-5) | 关键发现 |
|------|-----------|----------|
| 市场规模 | | |
| 增长趋势 | | |
| 驱动因素 | | |
| 监管环境 | | |
| 技术趋势 | | |
### 市场规模测算
| 层级 | 规模 | 计算方法 |
|------|------|----------|
| TAM | | |
| SAM | | |
| SOM | | |
## 三、竞争定位分析
| 竞争对手 | 市场份额 | 核心优势 | 主要劣势 | 威胁程度 |
|----------|----------|----------|----------|----------|
| | | | | |
### 波特五力评估
| 力量 | 强度 | 分析 |
|------|------|------|
| 供应商议价力 | | |
| 买方议价力 | | |
| 新进入者威胁 | | |
| 替代品威胁 | | |
| 行业竞争强度 | | |
## 四、客户质量分析
| 指标 | 数值 | 趋势 | 评价 |
|------|------|------|------|
| Top10客户集中度 | | | |
| 客户留存率 | | | |
| NPS评分 | | | |
| CAC | | | |
| CLV | | | |
## 五、收入可持续性与增长
### 收入构成
| 维度 | 类别 | 金额 | 占比 | 增长率 |
|------|------|------|------|--------|
| 产品 | | | | |
| 客户 | | | | |
| 区域 | | | | |
### 增长机会
| 机会 | 规模 | 可行性 | 时间 | 投入 |
|------|------|--------|------|------|
| | | | | |
## 六、协同效应
| 类型 | 协同项 | 规模 | 实现时间 | 概率 | 期望值 |
|------|--------|------|----------|------|--------|
| 收入 | | | | | |
| 成本 | | | | | |
## 七、投资建议
- 投资论点评级：强/中/弱
- 关键价值驱动因素：____
- 主要风险因素：____
- 估值建议区间：____
保存路径：/cases/{client}/commercial-dd/
文件命名：cdd-report-{target}-{date}.md
关联文件：客户访谈纪要、竞争分析底稿、市场规模模型
商业尽调必须围绕投资论证展开：市场是否足够大、增长是否可持续、竞争优势是否真实、客户质量是否稳、商业模式是否可扩张、估值假设是否站得住。
Commercial due diligence must answer one board-level question:
Should we invest in this business at this valuation, under which assumptions, with what risks and value creation plan?
Every analysis section should support buy / no-buy / price-adjust / condition-precedent decisions.
| Hypothesis | Tests | Common Evidence |
|---|---|---|
| Market is attractive | Size, growth, profit pool, regulation | Market reports, expert calls, public data |
| Target can win | Differentiation, channel, product, brand | Customer interviews, win/loss, competitor mapping |
| Growth is durable | Cohort, retention, repeat, pipeline | CRM, revenue bridge, customer data |
| Economics are scalable | Gross margin, CAC, utilization, operating leverage | Financials, unit economics, process data |
| Risks are manageable | Concentration, regulation, key people, tech debt | Contracts, interviews, risk register |
Do not treat interviews as facts by themselves. Triangulate:
Always include a red flag register:
| Red Flag | Evidence | Deal Impact | Mitigation |
|---|---|---|---|
| Customer concentration | Top customer % revenue | Price discount or condition | Retention plan / earnout |
| Growth quality weak | One-off projects or channel stuffing | Lower multiple | Normalize revenue |
| Competitive moat unclear | Low switching cost | Higher risk premium | Differentiation diligence |
Final CDD output should include investment thesis, disconfirming evidence, key sensitivities, diligence gaps, and value creation agenda. Avoid writing only a market report.
| Deliverable | When to use | Minimum content | Format |
|---|---|---|---|
| Investment thesis memo | 交易早期判断 | 买入逻辑、关键假设、反证点、初步风险和下一步尽调 | Markdown / Word |
| Market attractiveness report | 市场空间判断 | 市场规模、增长、利润池、监管、趋势和假设 | PPT / Word |
| Customer quality analysis | 验证收入质量 | 客户集中度、留存、复购、NPS、流失和访谈证据 | Excel / PPT |
| Competitive position assessment | 判断目标能否赢 | 竞争格局、差异化、替代品、进入壁垒、win/loss | PPT |
| Revenue quality bridge | 调整收入和增长 | 历史收入、一次性收入、价格/量/客户变化、可持续性 | Excel |
| Red flag register | 投资委员会前 | 红旗、证据、交易影响、缓释措施、责任人 | Excel / Markdown |
| Value creation agenda | 投后价值规划 | 增长、定价、渠道、产品、组织和 100 天行动 | PPT |
| Investment committee deck | 投委会决策 | 投资论证、证据、风险、估值影响、建议和条件 | PPT |