Skills

All the skills, in one table.

All 38 skills that ship with SoloSearcher, grouped the way a search actually moves — research first, deal terms last. Your own prompts sit alongside these in your agent and run exactly the same way: a snapshot in, a report saved back onto the company.

How to read this #

Stage reads relative to your own process. “Before contact” skills work from the company record alone; most “In diligence” skills need a financial period or a deal detail before they'll run. Four skills — the investor lenses below — don't depend on stage at all and show as Any. “Needs the web?” marks the skills that reach outside your workspace for public information; the rest reason only over what's already on the company.

Research #

SkillThe question it answersStageNeeds the web?Requires
Competitor ScanWho actually competes with this company?Before contactYesIndustry on the company record
Credential Transferability CheckWill this company’s revenue-critical credentials transfer?Before contactYesLegal name on the company record
Owner AssessmentWho owns this company, and how do I build rapport?Before contactYesLegal name on the company record
Research CompanyWhat can the public web tell me about this company, and is it still operating?Before contactYesLegal name on the company record
Succession Signal ScoreHow likely is this owner to engage with an approach?Before contactYesLegal name on the company record

Screen & Strategy #

SkillThe question it answersStageNeeds the web?Requires
Competitive LandscapeWho's competing for these customers?Before contactNoIndustry on the company record
Customer GrowthHow sticky are the customers?Before contactNoNothing beyond the company record
Growth ChannelsWhere is growth going to come from?Before contactNoNothing beyond the company record
Growth StrategyWhat's the growth playbook?Before contactNoNothing beyond the company record
Market SizingHow big is the market?Before contactNoIndustry on the company record
Moat AnalysisDoes this business have a moat?Before contactNoNothing beyond the company record
PE LandscapeWho else is competing for this deal?Before contactNoIndustry on the company record
Pre-Inspection Decision BriefShould I spend more time on this company?Before contactNoLegal name on the company record
Risk AnalysisWhat could go wrong?Before contactNoNothing beyond the company record
Tech OpportunityWhere could tech create upside?Before contactNoNothing beyond the company record

Outreach #

SkillThe question it answersStageNeeds the web?Requires
Draft Follow UpWhat should my follow-up say?Before contactNoLegal name on the company record
Draft OutreachWhat should my first outreach say?Before contactNoLegal name on the company record

Investor lenses #

SkillThe question it answersStageNeeds the web?Requires
Advisory PanelWhat would my board say?AnyNoNothing beyond the company record
Persona BuffettWhat would Buffett think?AnyNoNothing beyond the company record
Persona MaloneWhat would Malone do for structure?AnyNoNothing beyond the company record
Persona MungerWhat would Munger say to avoid?AnyNoNothing beyond the company record

Financial #

SkillThe question it answersStageNeeds the web?Requires
Balance Sheet HealthIs the balance sheet solid?In diligenceNoAt least one financial period with total assets; At least one financial period with total liabilities
Buyer ReadinessAm I ready to run this?In diligenceNoNothing beyond the company record
Earnings QualityAre the earnings real?In diligenceNoAt least one financial period with revenue; At least one financial period with net income
Income Statement AnalysisIs the income statement healthy?In diligenceNoAt least one financial period with revenue
Lender Cash FlowWill a lender fund this?In diligenceNoAt least one financial period with EBITDA; An asking price on file
Pre MortemWhat failure modes should I worry about?In diligenceNoNothing beyond the company record
Proforma CashflowWhat's the pro-forma cash flow look like?In diligenceNoAt least one financial period with EBITDA; An asking price on file
Revenue QualityHow good is the revenue?In diligenceNoAt least one financial period with revenue
ValuationWhat's this worth?In diligenceNoAt least one financial period with revenue; At least one financial period with EBITDA
Working CapitalHow much working capital does this need?In diligenceNoAt least one financial period with current assets; At least one financial period with current liabilities

Deal & Process #

SkillThe question it answersStageNeeds the web?Requires
Acquisition PlaybookWhat's the first-100-days playbook?In diligenceNoNothing beyond the company record
Deal ResolutionShould we walk or fight?In diligenceNoAn asking price on file
Deal StructureWhat's a fair deal structure?In diligenceNoAn asking price on file
Employee AssessmentHow dependent is this on the current team?In diligenceNoEmployee count on the company record
Insurance ComplianceWhat are the insurance + compliance gotchas?In diligenceNoIndustry on the company record
Legal Deal ReviewWhat legal risks need attention?In diligenceNoAn asking price on file
Transition StrategyHow do we take this over without breaking it?In diligenceNoNothing beyond the company record

One skill that isn't here #

These tables cover the 38 skills that run against a single company. One more skill ships with SoloSearcher but isn't company-anchored, so it isn't counted among them: the brokerage listing monitor. Instead of writing a report, it watches a brokerage's for-sale page on the schedule you set and files new listings as it finds them.