Financial Due Diligence vs Vendor Evaluation — Which AI Skill Should You Use?

The short version

By Mohit Agarwal (PM Skills)

Build a complete financial review framework for any investment, acquisition, or partnership.

By Mohit Agarwal (PM Skills)

Compare suppliers with weighted scorecards and get a recommendation on who to buy from.

Creates a tailored document request list covering financials, revenue, costs, cash, debt, and tax
Generates key analytical questions about revenue quality, margins, cash conversion, and liabilities
Provides a red flags checklist highlighting common warning signs like customer concentration or aggressive accounting
Outputs a summary assessment template to rate revenue quality, margin sustainability, cash generation, and overall risk

Creates a weighted scorecard with criteria like functional fit, pricing, implementation difficulty, and vendor stability
Generates specific questions to ask each vendor about their product, pricing, support, and security
Scores each vendor against your criteria and calculates a total weighted score
Delivers a recommendation with the winner, runner-up, key risks, and contract terms to negotiate
Includes reference check questions to ask existing customers of each vendor

You're evaluating an acquisition target or investment opportunity and need to know what financial info to request
You're vetting a major supplier or partner and want to assess their financial stability
You're preparing for a board meeting or investor discussion and need a structured financial review framework
You need to understand financial health but don't have a finance background

You're comparing software tools or service providers and need a systematic way to decide
You're running an RFP process and need to score multiple vendors fairly
You need to justify a vendor choice to your team or leadership with data
You're evaluating suppliers and want to avoid missing important criteria or risks