bp-due-diligence

name: bp-due-diligence description: Deep due diligence workflow for startup BP, pitch decks, company profiles, investment memos, and related PDFs/docs. Use when Codex is asked to verify a BP/project/company/founding team, check founder resumes, ownership/shareholder structure, papers and citation quality, open-source metrics, competitors, product demos, public customer feedback, risks, red flags, or to generate a Chinese deep research report and one-page PDF summary for investment review meetings.

BP Due Diligence

Outcome

Produce an evidence-grounded Chinese due diligence package from one or more BP/company documents:

1. A deep Markdown report.
2. A concise one-page HTML/PDF summary when requested or when the user asks for review-meeting materials.
3. A research-data folder with extracted text, screenshots, product-test notes, and machine-readable source snapshots where useful.

Keep verified facts, inferences, and unresolved gaps separate. Do not treat BP claims as true unless independently verified.

Default Workflow

1. Ingest documents

   • Copy or reference the original BP files in the working directory.
   • Extract PDF text with scripts/extract_pdf_text.py when text extraction is needed.
   • Read the BP for company name, product claims, founder names, legal entities, URLs, roadmap, customers, funding, technical claims, and requested use of funds.

2. Build a claim table

   • Extract claims into categories: company/legal, founders, cap table, product, technology, papers, patents/IP, open source, customers, market, competitors, financials.
   • Label each claim as verified, partially verified, unverified, contradicted, or not publicly verifiable.

3. Verify public facts

   • Search current web sources for modern/company/person facts; browse because these are time-sensitive.
   • Prefer primary/official sources: company registry, official websites, university pages, official app stores, GitHub/Hugging Face, papers, Google Scholar/OpenAlex/Semantic Scholar, ICP/备案, app signatures, legal notices, customer pages.
   • Use public aggregators only as secondary hints. Flag cap-table and legal facts as needing official registry documents when only aggregators are available.

4. Founder and research verification

   • Verify roles, education, employment, academic pages, LinkedIn-like public profiles, official news, and consistency across sources.
   • For relevant researchers, check papers in the project domain: venue, year, author position, citations, awards, code availability, and whether the work actually supports the BP claim.
   • Use citation counts as directional snapshots with source/date; do not overstate precision.

5. Open-source and ecosystem verification

   • Check GitHub/Hugging Face/model hubs/package registries for stars, forks, releases, commits, contributors, issues, downloads, likes, license, recency, and whether the project looks externally adopted.
   • Compare against larger alternatives and incumbents, not only against direct clones.

6. Product and customer evidence

   • If a public product/demo exists, test beyond the website: register or log in if allowed, download/install where safe, run a minimal workflow, inspect app signing/notarization when applicable, and capture blockers.
   • Do not expose secrets, tokens, verification codes, or credentials in the report.
   • Search customer feedback, public reviews, GitHub issues, social posts, forums, launch pages, app store reviews, and docs. Distinguish vendor marketing from customer evidence.

7. Analyze concepts in plain language

   • Translate vague concepts into concrete product mechanics.
   • Ask: what exists today, what is a roadmap, what must be invented, what current tools already do, and what measurable delta would prove value?
   • For “Agent Hugging Face”, “AI OS”, “offline AI”, “model marketplace”, “revenue sharing”, or similar concepts, require supply/demand/liquidity/governance/evaluation/monetization evidence.

8. Report

   • Use references/checklist.md as the coverage checklist.
   • Use assets/deep-report-template.md as a report skeleton when useful.
   • If generating one-page output, adapt assets/one-pager-template.html, then render and verify PDF with scripts/render_one_pager_pdf.js.

Evidence Standards

• Cite URLs or local artifact paths for important claims.
• Separate “I verified” from “BP says” and “I infer”.
• State public-depth boundaries explicitly: what could not be verified without paid registries, private documents, customer calls, or privileged accounts.
• For product tests, record exact date, OS/app version, account path, steps attempted, pass/fail result, and screenshots/log excerpts that do not leak secrets.
• For cross-border teams, analyze operational implications: time zones, compliance, data transfer, customer support, hiring, sales, governance, and benefits such as market access or talent density.

Output Shape

Use Chinese unless the user asks otherwise.

Recommended deep report sections:

1. Executive judgment.
2. Source documents and research scope.
3. Company/legal/entity/shareholder verification.
4. Founder/resume verification.
5. Papers, patents, awards, and technical provenance.
6. Product concept analysis in plain language.
7. Product hands-on test and customer feedback.
8. Open-source metrics and technical ecosystem.
9. Competitors and substitutes.
10. Business model, GTM, customers, and pricing.
11. Key doubts/red flags.
12. Review-meeting questions and required supplemental materials.
13. Public-depth boundaries.
14. Source list and local artifacts.

Recommended one-page summary sections:

• One-sentence investment judgment.
• Verified facts.
• Founder/team credibility.
• Product test result.
• Main doubts/red flags.
• Competitor pressure.
• Review-meeting questions.
• Dimension scores.

Tools and Resources

• scripts/extract_pdf_text.py: extract text from PDF BP files into .txt files.
• scripts/render_one_pager_pdf.js: render an HTML one-pager to A4 PDF and check likely single-page layout.
• references/checklist.md: due diligence coverage and red-flag checklist.
• assets/deep-report-template.md: Markdown report skeleton.
• assets/one-pager-template.html: compact A4 one-page report template.

Use existing local skills/plugins when relevant:

• Use browser/Chrome/Playwright tools for product testing and screenshots.
• Use kami or this skill's HTML template for one-page PDF summaries.
• Use html-to-pdf only if available; otherwise use scripts/render_one_pager_pdf.js.