skills/intelligo-prep-committee-deck/assets/templates/project-rollup.md

# [Project Name] — IC Diligence Rollup

**Deal type:** [Acquisition / Fund commitment / Franchise / Hire / Other]
**Subjects in scope:** [N subjects across N entities]
**Report levels:** [e.g. L3 on principals, L2 on board members]
**Prepared by:** [Analyst] · For: [IC name] · [Date]

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## Deal-level severity summary

[One factual sentence describing what's present across the deal, then a single line naming the most severe finding and which subject it's on. No verdict words.]

Examples:

- "5 subjects reviewed at L3. Findings: 1 red flag (on [Subject A]), 4 yellow flags (across [Subject A, B]), 18 info flags. Highest-severity finding: [one-line description of the red finding] — see below."
- "All 4 subjects reviewed at L3 with no red flags. 3 yellow flags raised across [Subject names]. No subjects with unresolved high-severity findings."
- "All 3 subjects: no red or yellow flags. Complete coverage."

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## Subject roster

| Subject | Role | Report | Flags (R/Y/I) |
|---------|------|--------|---------------|
| [Name] | [Role] | L[X] | 1 / 3 / 12 |
| [Name] | [Role] | L[X] | 0 / 0 / 4 |
| [Name] | [Role] | L[X] | 0 / 2 / 8 |

*Flag counts only. The IC reads the counts and the findings list below — no verdict column.*

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## Findings across the deal

*Every red and yellow flag, attributed to its subject, with the underlying finding text. Skip info flags unless the analyst elevated one. Never include a flag without its finding.*

### Red findings

**[Subject A] · Red — [Finding title].** [What was specifically found: dates, amounts, jurisdiction, what happened, source.] [Analyst note verbatim if present.]

### Yellow findings

**[Subject A] · Yellow — [Finding title].** [Finding text + source.]

**[Subject C] · Yellow — [Finding title].** [Finding text + source.]

*[Repeat per finding. Group by severity (red first) when there are many; group by subject if a single subject has most of the findings.]*

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## Deal-wide disclosure picture *(include if applicable)*

[1 paragraph: across the deal, what did the principal parties disclose vs. what we found? List undisclosed items factually. Don't characterize the disclosure behavior — the IC reads the gaps and decides.]

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## Deep dive: [Subject Name] *(include only for hybrid scope)*

[Embed the single-subject template here for the subject(s) being deep-dived. Use a compact version — the deal-level findings list above already touched this subject, so don't repeat findings text. Focus on coverage, sources, analyst notes, and IC questions specific to this subject.]

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## Subjects with no flags

Reports on **[Name], [Name], [Name]** had no red or yellow flags raised. Coverage at [report level] across [scope]. [Brief note on info flags if any.]

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## Coverage and confidence

[1 paragraph: what was checked across all subjects, any subject got a different report level and why, gaps. Note consent status if it varies across subjects.]

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## Suggested IC questions

1. [Question tied to the highest-severity finding in the deal]
2. [Question about disclosure pattern, if any]
3. [Question about the subject being deep-dived, if hybrid scope]
4. [Forward-looking question about ongoing monitoring of the deal's principals]

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*Full Intelligo project: [link or project ID]. Individual reports linked from the platform.*