Intermediate

Customer concentration and churn diligence: risk memo

Analyzes customer concentration, churn, and contract terms to produce a risk memo. Useful for buyers assessing sustainability of revenue and margins.

Prepare a customer concentration and churn diligence memo for {target_name}.

Inputs:
- Revenue by customer over time: {revenue_by_customer}
- Contract terms / renewal dates: {contract_terms}
- Churn and retention metrics: {churn_metrics}
- Customer disputes/credits: {disputes}
- Sales pipeline context: {pipeline_context}

Output:
1) Concentration metrics (top 10 %, HHI) and trend.
2) Renewal and churn risk calendar (next 12โ€“24 months).
3) Key contract risks (termination, pricing, SLAs) and evidence needed.
4) Implications for valuation and working capital.
5) Questions for management.

Use tables and concise risk bullets.

Related Prompts