methodiq-due-diligence-mcp

MCP server for investment due diligence — generate deal-specific checklists, red flag analysis, term sheet review, and management assessment frameworks for VCs, PE firms, and analysts.

Built for MethodIQ — AI-powered investment research.

Tools

generate_dd_checklist

Generate a prioritized due diligence checklist based on deal stage (seed through M&A), industry, and focus areas. Each item includes required documents and red flag indicators.

analyze_red_flags

Analyze company data points for potential red flags. Input metrics like revenue, churn, burn rate, and customer concentration — get severity-scored findings with investigation recommendations.

review_term_sheet

Review term sheet provisions from founder or investor perspective. Highlights aggressive provisions, identifies red flags, and provides negotiation recommendations with market benchmarks.

management_assessment

Evaluate leadership team completeness, domain expertise, key person risk, and hiring gaps. Generates reference check questions and hiring plan recommendations.

Setup

{
  "mcpServers": {
    "methodiq-due-diligence": {
      "command": "npx",
      "args": ["-y", "methodiq-due-diligence-mcp"],
      "env": {
        "METHODIQ_API_KEY": "your-api-key"
      }
    }
  }
}

Get your API key at methodiq.dev.

Example

> generate_dd_checklist dealStage="series-a" industry="saas" focusAreas=["financial","technical"]
> analyze_red_flags companyName="Acme" dataPoints=[{metric:"churn rate", value:"12%"}] dealStage="series-a"
> review_term_sheet perspective="founder" terms=[{termName:"Liquidation Preference", proposedTerms:"2x participating"}]

License

MIT