Financial Due Diligence vs Email Best Practices — 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 Resend

Build reliable, compliant email features that reach inboxes, not spam folders.

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

Guides you through setting up email authentication (SPF/DKIM/DMARC) to prevent emails from going to spam
Explains how to build compliant email capture forms with proper consent and double opt-in
Provides a catalog of common transactional emails (password resets, confirmations, receipts) your app might need
Helps you understand legal requirements for marketing emails (GDPR, CAN-SPAM, CASL)
Shows you how to handle bounces, complaints, and maintain clean email lists

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 adding email features to your product and need to understand what emails to build
Your emails are landing in spam and you need to fix deliverability
You're launching a newsletter or marketing emails and need to stay compliant
You need to set up password resets, email verification, or other user notifications