Individual skill
Third-Party Advisor Brief
Produces the scope document for an external diligence provider -- the questions to answer, the deliverable format, the materiality threshold and the explicit exclusions -- for when you need the output to change a decision rather than describe a market.
packs/private-equity/skills/third-party-advisor-brief/SKILL.md
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- Last checked
- Nov 11, 2026
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- Sep 10, 2026
- License
- MIT
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# Third Party Advisor Brief
## When to use
Use this skill before engaging any external provider on a live deal: commercial diligence, QoE, technology, insurance, ESG, or an operational specialist. Providers write to the scope they are given. A scope framed as topics -- "assess the competitive landscape" -- produces a competent report that changes nothing, billed in full. A scope framed as questions with decisions attached produces findings you can price.
## What it does
Produces an engagement brief covering the decision the work informs, the numbered questions to answer, the materiality and de-minimis thresholds, the deliverable format and interim read-out dates, the explicit exclusions, the fee structure with phasing and change control, and the reliance position.
## Method
### Step 1 -- State the decision and its date
