Purpose
Identify and quantify the gap between a company's current market value and its achievable fair value; diagnose the root causes of that gap across strategy, information, and investor base; translate the diagnosis into a prioritized set of value-unlock levers with concrete next steps for humans to execute.
This skill directs the use of a valuation model rather than being one itself, and produces a recommendation set for people to act on, not investor-facing material. Turning that recommendation set into investor-facing content is an output template's job, not this skill's.
Core framework: value creation potential = the size of the gap between a company's current market value and its intrinsic/achievable fair value, plus the extent to which strategy, information, and investor base are (or aren't) structured to close that gap.
Output package
| Deliverable | Audience | Content |
|---|---|---|
| Value-opportunity analysis | Client company | Peer set(s) and rationale, multi-method valuation triangulation, ruled-in/ruled-out causes |
| Pillar diagnostic | Client company | Right Strategy / Right Info / Right Investor, element by element, Strong/Gap with severity and paired action per Gap |
| Competitive-advantage assessment | Client company | Nine-driver screen, survivors with metric and durability horizon |
| Prioritized lever list | Client company | Each lever with mechanism, quantified (or tagged) impact, and the specific next step for the company's management/board |
| Adviser action list | Capient adviser (internal only) | Data needed (with suggested source and severity), judgment calls to confirm, and alignment/preparatory actions needed with the client before finalizing or presenting |
| Self-check report | Capient adviser | Pass/fail against the quality rubric |
The client-facing deliverables render into one Value Creation Potential Assessment document; the adviser action list and self-check render into a separate internal document. The adviser action list is never client-facing: it never appears inside any client deliverable, and a downstream skill receives the client-facing output package, not the adviser's own task list.