Technical Due Diligence

Diligence Toolbook

Seven tools for every phase of a technical due diligence engagement โ€” from the first prospect call through scoping, scoring, and final report generation.

Tools
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Tool 01
Biz Dev Call Prep
Paste the lead info from an inbound message. Get back a researched, scripted live-call cheat sheet โ€” company snapshot, AKF intro, positioning language, questions to ask, and what not to say โ€” ready to keep open beside Zoom.
Web Research Call Scripts Questions to Ask Downloadable Cheat Sheet
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Tool 02
SOW Generator
Build a Statement of Work from the standard AKF technical due diligence template. Choose which domains to include, add custom sections, define sessions, set the fixed price, and export as an editable Word document.
Standard Template Custom Sections Session Planning Word Export
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Tool 03
Target Intel
Upload any combination of architecture docs, data request responses, website copy, or images. Get back a structured brief covering the full tech stack, AI/ML posture, operational tooling, risks, and gaps โ€” laid out as an architectural diagram.
Tech Stack Architecture AI / ML Risks & Gaps PDF ยท DOCX ยท Images
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Tool 04
Diligence Coach
Browse all 90+ AKF RepGen questions by category. Click any question to get a coaching brief โ€” what you're really probing for, natural conversational phrasings tailored to the target's specific stack, red flags to listen for, and pointed follow-up probes.
Session Prep Question Coaching Target Context Cached Responses
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Tool 05
TDD Scorecard
Generate a preliminary domain-level scorecard โ€” green, amber, or red โ€” from uploaded documents and session transcripts. Each domain card shows strengths, risks, and session questions. Produces a shareable HTML file in the same format as a delivered AKF scorecard.
Domain Scoring Session Transcripts Shareable Output 8 Domains
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Tool 06
RepGen Scorer
Score every individual AKF RepGen question (0โ€“4) against uploaded target documents and session transcripts. Marks โŒ when evidence is insufficient. Outputs a full tabbed scoring report with rationale for each question, color-coded by score, with a summary of session focus areas.
Question-level Scoring 0โ€“4 Rubric 90+ Questions Evidence-based
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Tool 07
Report Generator
Turn scoring outputs into deliverables. Upload the RepGen Scorer and TDD Scorecard exports alongside the Statement of Work, and generate three ready-to-use report sections: a session summary email, an executive summary, and the full domain-by-domain breakdown with green / amber / red ratings.
Session Summary Email Executive Summary Domain Breakdown SOW ยท RepGen ยท Scorecard Final Deliverable
Suggested workflow per engagement
1
Biz Dev Call Prep
Run before the intro call. Paste the lead's inbound message and get a researched, scripted cheat sheet.
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2
SOW Generator
After the call, scope the engagement. Pick domains, set sessions and pricing, export the Word doc for signature.
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3
Target Intel
Run before the first session. Upload everything you have to understand their stack before you walk in.
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4
Diligence Coach
Prep your questions. Add the target context, browse by domain, and cache briefs for every area you plan to cover.
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5
TDD Scorecard
After sessions, add transcripts alongside docs and generate a preliminary domain-level scorecard for the IC.
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6
RepGen Scorer
Run the full question-level scoring for the final deliverable. Every question scored, every gap flagged.
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7
Report Generator
Drop in the SOW and scoring outputs. Generate the session email, executive summary, and full domain breakdown.
One-time setup
๐Ÿ”‘ Anthropic API key required
1
Create an account at console.anthropic.com โ€” this is separate from your claude.ai account.
2
Go to API Keys and create a new key. It will look like sk-ant-api03-...
3
Paste the key into the API Key field in the top-right corner of any tool. It saves automatically to your browser โ€” you only need to do this once per tool.
4
You are billed by usage (tokens), not per key. Costs vary by tool and document size โ€” see the API Cost Estimates reference for a full breakdown. Set a monthly spend limit in the console if desired.
Reference
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API Cost Estimates
Per-tool token breakdown ยท pricing reference ยท full engagement estimates (lean and heavy)
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