Screening Memo Factory (Triage → Red Flags → Diligence Plan → IC Readout)

CEO: Generate an IC-ready screening memo that prioritizes early triage and red flags. Use for M&A/investment screening when you need a fast proceed/pass recommendation and diligence plan.

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Spot deal-breakers in one pass

Get a clear proceed, proceed-with-conditions, or pass recommendation without wading through a messy note stack.

Know what to validate first

Turn unknowns into a prioritized checklist so you start diligence where risk is highest.

Walk into IC with confidence

Separate facts, assumptions, and open questions so the committee can focus on decisions, not debate the framing.

Who is it for?

CEOs, corporate development leads, and investors who need a fast, structured first view of acquisition or investment risk.

IC-ready screening memo

A triage-first memo you can share with decision makers, plus an appendix that lists red flags and the exact diligence questions to run down next.

1-page screening summary (IC-ready)

Red Flags Register with severity + validation steps

7-day and 30-day diligence plan by function

Proceed/Pass rubric with gating items

"We used it to pressure-test a small SaaS tuck-in in under an hour. The red flags table made it obvious what to ask for before we spent time on a full model."

Frequently asked questions

Find quick answers to common questions about this blueprint

Can I use it for a board meeting and an internal exec review?

How long does it take to run this blueprint?

What if the results aren't what I expected?

Do I need any technical skills?

Ready to triage a deal fast?

Takes about 2 minutes. No setup required.

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