Diligence memo
Evidence before inference.
Run a review or open the fictional sample. Each visible finding will carry a proposal quote, filing line, or foundation criterion.
Recommendation
Board line
Evidence block 1
Claim versus filing
Each gap includes the filing lag.
Evidence block 2
Financial diligence questions
Inputs remain visible. No standalone risk score.
Evidence block 3
Fit against stated strategy
Review route
What staff still must do