Due Diligence and Outreach

How Fred runs partner due diligence and drafts personalized, data-backed outreach emails - turning shortlisted partners into active conversations.

Prompt

Fred, run due diligence on Eurofarma for the Atorvastatin opportunity in Brazil, then draft an outreach email with trade data talking points.

Sample Copilot Response

Due Diligence Report: Eurofarma - Brazil

Overall Risk: Low - 3 clear, 2 caution, 0 critical flags.

| Category | Status | Detail | |----------|--------|--------| | Regulatory | Clear | ANVISA approved, GMP certified | | Financial | Clear | Revenue $2.1B, stable growth | | Supply Chain | Caution | Single-source for 2 APIs | | Trade History | Clear | 342 shipments, 98% on-time | | IP / Legal | Caution | 1 pending patent dispute (minor) |

# Risk Summary

Eurofarma is a well-established Brazilian pharmaceutical company with strong regulatory standing and consistent trade performance. Two caution flags warrant awareness but do not represent deal-breakers.

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Outreach Draft: Eurofarma

To: bd@eurofarma.com.br Subject: API Supply Partnership - Atorvastatin for the Brazilian Market

Dear BD Team,

We are reaching out regarding a potential API supply partnership for Atorvastatin in Brazil.

Our analysis of Brazilian import data shows that Atorvastatin API imports grew 23% YoY, reaching $142M in 2024. Eurofarma currently sources from 3 suppliers, and we believe there is an opportunity to strengthen your supply chain with a competitive, reliable partner.

**Key data points:**

  • Brazil imported $142M of Atorvastatin API in 2024 (+23% YoY)
  • Eurofarma holds 18% market share in cardiovascular FDFs
  • Current supplier concentration risk: top 2 suppliers cover 67% of volume

We'd welcome the opportunity to discuss how we can support your Atorvastatin program. Would you be available for a 30-minute call next week?

*Generated by Fred - Based on PharmaDB trade intelligence*

How Fred handles due diligence and outreach

Fred’s Due Diligence and Draft Outreach skills work together to turn shortlisted partners into active conversations. Instead of manually researching each partner and writing generic emails, Fred produces a structured risk report and a personalized email in minutes.

Due Diligence: What Fred checks

Fred assesses partner risk across five categories:

  • Regulatory status: Active approvals, GMP certifications, compliance history
  • Financial health: Revenue trends, stability indicators, growth trajectory
  • Supply chain reliability: Shipment history, on-time delivery rate, volume consistency
  • Trade history: Total shipments tracked, partner relationships, market coverage
  • IP / Legal: Patent status, pending disputes, litigation history

Draft Outreach: What Fred produces

Fred drafts personalized emails that stand out because they’re backed by real data:

  • Subject line tailored to the specific opportunity
  • Trade data talking points that demonstrate market knowledge
  • Partner-specific insights showing you understand their business
  • Clear call to action for next steps

How it fits your workflow

  1. Select a shortlisted partner on your Portfolio Board
  2. Fred runs Due Diligence - risk report appears in DealFlow
  3. Review and approve - if the partner passes, trigger Draft Outreach
  4. Review the email draft - edit if needed, then send
  5. Opportunity moves to Negotiating on the Portfolio Board

Why this matters

Due diligence and outreach are the most repetitive parts of the BD workflow. Your senior BD leads write the same types of emails and pull the same types of reports for every partner. Fred does this grunt work, freeing your team to focus on relationship building and deal negotiation.

Perfect for: BD teams engaging shortlisted partners, Corp Dev running preliminary partner assessments, and anyone tired of writing the same outreach emails.