Benchmark Due Diligence

daymade/claude-code-skills/daymade-financial/benchmark-due-diligence

作者 daymade2c6d263d1fcc无许可证1.4K 个星标收录于 2026年10月8日更新于 2026年10月8日仓库今天更新

Runs adversarial due-diligence on a benchmark the user envies — a founder, KOL, company, or product whose success looks inflated — splitting marketing bubble from real signal, then mapping the validated playbook onto the user's own resources. Use for 尽调/对标/拆解 a competitor, 抄/偷师 their playbook, or suspecting 水分/泡沫 in claims. Prefer over deep-research when debunking inflated claims, not a neutral briefing.

AI 生成的概览

对令人羡慕的对标对象做对抗式尽调拆解,区分真实信号与营销泡沫,并映射到用户自身资源。

功能
该技能针对用户羡慕的对标对象(创始人、KOL、公司或产品)编排四阶段、多智能体的尽调流程。采集智能体按维度收集带来源的发现,对抗式验证智能体将主张评为 L1–L4 并给出结论,综合智能体产出泡沫拆解表、归因拆解,以及标记为可借鉴、不可复制、已在做或泡沫勿抄的资源映射表。交付物是一份以“这对委托人意味着什么”收尾的 Markdown 拆解,并可选生成 PDF 报告。
适用场景
当你想要揭穿或剖析某个成功看似虚高的竞争对手、创始人、KOL 或产品,或怀疑其说法中有水分或泡沫时使用。它面向对抗式、以决策为导向的分析,而非中立简报。
运行要求
仅含指令,不附带脚本。需要具备子智能体或工作流扇出能力的智能体运行环境、用于采集与验证的网页搜索,并可选调用 deep-research、osint-investigate、qcc、agent-reach 等其他技能。还依赖随附的四份参考文档。

Benchmark Due Diligence

Take a benchmark the user envies — a founder, KOL, company, or product whose success looks suspiciously shiny — and produce a teardown that ends in "what this means for ME", not a neutral report. The deliverable answers three questions a balanced briefing never does: How much of this success is real vs marketing bubble? How much is replicable method vs luck/timing? And what, specifically, can the commissioner do with it?

This is the adversarial, decision-oriented cousin of deep-research. Where deep-research builds a trustworthy picture of the world, this skill assumes the picture is inflated until proven otherwise and converts the survivors into the commissioner's own moves.

CRITICAL: run inline, never context: fork

This skill is an orchestrator — it spawns parallel collection + verification agents (via the Workflow tool, or Task agents) and may invoke other skills (deep-research, osint-investigate, qcc). Subagents cannot spawn subagents or call skills. Setting context: fork would silently break the entire fan-out. Do not add a context field. (Same constraint osint-investigate documents — it's a hard runtime rule, not a preference.)

The one rule that protects the commissioner: two injection channels

Everything the agents see flows through exactly two channels. Keeping them separate is the single most important discipline in this skill:

ChannelContentInjected into
FACTSAlready-verified public facts about the benchmark (relationships, who-owns-what, the headline claim flagged ⚠️ to-verify)Every agent — collection, verification, synthesis
COMMISSIONER_CONTEXTThe commissioner's private reality — real resources, client names, strategic intent, what they can actually leverageOnly the final mapping agent (Phase 4)

Why this split is non-negotiable: collection and verification agents take their input and run external WebSearch on it. If the commissioner's client names or strategy leak into those prompts, they get searched on the open web — a privacy breach. The mapping phase genuinely needs "who is the commissioner"; the collection phase must never see it. Encode this in the orchestration (see references/workflow_orchestration_template.md), don't rely on remembering it mid-run.

Phase 0 — nail the foundation by evidence, not appearance (do this BEFORE any agent)

The fastest way to waste a 12-agent fan-out is to build it on a foundation you inferred from appearances. Two failure modes recur and both have burned real runs:

  1. Inferring relationships between entities from names/domains. "Their content lives at academy.example.com, and they're the founder, so they must own that community" — when in reality they were just an invited guest. A shared domain, a similar name, or co-occurrence is an observation, not ownership. Verify with an authoritative source before treating any A↔B relationship as fact.
  2. Treating the commissioner's client as the commissioner's asset. If the commissioner does service work for an accelerator/brand, that accelerator is the client's asset — the commissioner can't leverage its audience or capital. Mapping the benchmark's playbook onto resources the commissioner doesn't actually control produces castles in the air.

So before fanning out, establish by evidence (not vibes):

  • The benchmark's real entity graph — who owns whom, who merely partners/guests. Don't reason from names.
  • The headline-claim attribution — the benchmark's whole narrative usually rests on one trophy stat ("took product X from 0 → 1M users"). Are they the founder, or the departed growth lead? This is the #1 to-verify target; write it into FACTS with a ⚠️.
  • What the commissioner truly controls — separate owned assets from client/partner assets.

Write the results into FACTS (public half) and COMMISSIONER_CONTEXT (private half). A shaky foundation makes every downstream agent confidently wrong.

The four-phase orchestration

Use the Workflow tool (preferred — deterministic fan-out, see the ready-to-fill template in references/workflow_orchestration_template.md) or Task agents. Scale agent count to how thorough the user wants (a few dimensions for a quick read, 6+ with multi-vote verification for a deep audit).

Phase 1 + 2 — collect → verify, per dimension, as a pipeline (each dimension verifies the moment its collection finishes; no global barrier):

  • Collection agent — objective stance. Every finding carries a source URL and a source_kind (对象自述/营销 vs 第三方独立信源 vs 混合). Anything not found goes in gaps — never filled by guessing.
  • Verification agent — adversarial, default-skeptical stance. Grade every claim L1–L4 and rule 坐实 / 大体可信 / 存疑 / 证伪-水分. The job is to actively hunt falsifying evidence, especially for the headline claims (the trophy stat, "#1 ranking", funding amount, user counts). bubble_summary names the biggest water in that dimension.

Grading rubric, source_kind, verdicts, and both JSON schemas → references/evidence_grading_rubric.md.

Typical dimensions (tailor to the benchmark type — person / company / product):

  1. Subject background + headline-claim attribution (the #1 bubble target)
  2. Corporate base — entity, founding, funding/valuation
  3. Core product/business real metrics — user counts, revenue, rankings, awards, cross-verified against third parties
  4. Playbook teardown — platform matrix, persona, content types, how they borrow other people's audiences, how personal IP funnels to the product
  5. Comparison sample — a structurally-similar peer or parallel path
  6. Sector + how this class of playbook usually wins and usually fails

Phase 3 — synthesis: due-diligence conclusion (single agent, consumes all verdicts):

  1. Real relationship map (correcting the common misreadings from Phase 0)
  2. Bubble-busting table — claim | evidence level | verdict | one-line basis, sorted by most-water-first
  3. Playbook teardown — concrete, copyable actions
  4. Attribution breakdown (the core) — what share of the success is product vs market-timing vs personal-IP-marketing vs operations? Give % ranges with reasons, and explicitly split replicable method from luck / timing / non-transferable endowment.

Phase 4 — synthesis: what this means for the commissioner (single agent; consumes Phase 3 + COMMISSIONER_CONTEXT):

  1. Resource-mapping table — benchmark's playbook elements × the commissioner's real resources; tag each cell ✅ borrow-able / ⚠️ not-replicable (luck/timing) / 🔄 already-doing / 🚫 bubble-don't-copy, one line each
  2. Landing points — exactly how the commissioner uses it (their to-B service / their own IP / their tooling)
  3. Action list + open questions (what's still unconfirmed)

Attribution weighting and the four-tag mapping framework → references/attribution_and_resource_mapping.md.

Don't rebuild what already exists

This skill's edge is the adversarial bubble-busting + attribution + commissioner-mapping layers. The plumbing underneath is not novel — reuse it:

  • Fan-out collection / source governance — borrow the lead-agent + subagent pattern from deep-research. (What's unique here is the skeptical verification stance and the L1–L4 bubble grading, not the parallelism.)
  • Person-subject identity / footprint checks — invoke osint-investigate (ACH hypothesis matrix, Bellingcat-style pivots) rather than re-deriving identity attribution.
  • Mainland-China corporate registration / funding — invoke the qcc family of skills for 工商 data.
  • Social-platform playbook data — the agent-reach CLI covers B站/小红书/抖音/YouTube/X.

Read before you run

  • references/evidence_discipline_traps.md — the recurring traps (inferring relationships from appearances, headline-claim attribution, client-vs-asset, foundation-before-fan-out, grade-don't-binary, privacy leak) with real teardown war-stories. Read this first; it's where runs actually break.
  • references/evidence_grading_rubric.md — L1–L4, source_kind, verdicts, collection/verification schemas.
  • references/attribution_and_resource_mapping.md — attribution weighting + four-tag mapping + landing-point framework.
  • references/workflow_orchestration_template.md — a ready-to-fill Workflow script with the FACTS / COMMISSIONER_CONTEXT injection split already wired in.

Next Step

After the due-diligence conclusion is ready, suggest the natural follow-on (opt-in, never auto-run):

Due-diligence teardown is done.
Options:A) Render it as a shareable PDF report — pdf-creator (Recommended if this goes to a partner/team)B) One dimension needs deeper neutral background — deep-research on that sub-topicC) No thanks — the markdown teardown is enough

来源与署名

来源:daymade/claude-code-skills位于daymade-financial/benchmark-due-diligence提交2c6d263

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