skills.rest
ViviennaMAO
ViviennaMAOCOMMUNITY
Explore all skills by this author →
GitHub

dd-checklist

Generate and track due diligence checklists by sector and deal type.

26|2|Updated Apr 30, 2026
Search Tags:#checklist#finance#due diligence#red flag tracking#due diligence workflow
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill dd-checklist-viviennamao
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: dd-checklist
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/vertical-plugins/private-equity/skills/dd-checklist
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill dd-checklist-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill generates and tracks comprehensive due diligence checklists, making it easier to manage diligence workflows for various company types and deal complexities.

Core Features & Use Cases

  • Tailored Checklists: Automatically create checklists based on company sector, deal type, and complexity.
  • Workstream Management: Organize and track due diligence across financial, commercial, legal, operational, and other areas.
  • Red Flag Tracking: Monitor and document red flags encountered during the diligence process.
  • Sector-Specific Additions: Customize checklists with sector-specific items, such as software/SaaS, healthcare, industrial, financial services, and consumer.

Quick Start

Generate a due diligence checklist for a software/SaaS company considering a growth equity deal.

Frequently Asked Questions about dd-checklist

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a due diligence checklist for a specific deal type?▼

To generate a due diligence checklist, input the target company sector, deal type, and complexity. The system automatically produces tailored diligence items covering financial, commercial, legal, and operational workstreams.

What is red flag tracking in a due diligence workflow?▼

Red flag tracking monitors and documents potential risks encountered during the diligence process. It helps identify sector-specific issues across workstreams, ensuring critical concerns are flagged for review before finalizing a deal.

Can I customize due diligence checklists for different company sectors?▼

Yes, checklists are customized with sector-specific items for software/SaaS, healthcare, industrial, financial services, and consumer companies. Providing the target company sector ensures relevant diligence additions are included.

What's the best way to manage due diligence workstreams for complex transactions?▼

Managing due diligence workstreams requires organizing tasks across financial, commercial, legal, and operational areas. This system structures workflows by tracking sector-specific items and red flags throughout the deal lifecycle.

Does this due diligence checklist tool require specific deal information to start?▼

Yes, it requires user input on the target company, deal type, and key concerns. Providing these details ensures the generated due diligence checklist accurately reflects the transaction's complexity and sector nuances.

When do I need a sector-specific due diligence checklist?▼

A sector-specific due diligence checklist is needed when evaluating targets in specialized industries like SaaS or healthcare. It ensures unique operational, financial, and regulatory items are reviewed alongside standard legal workstreams.

Related Skills

Explore More Finance & Accounting Skills→
mouseqiao85mouseqiao85
1

dd-checklist

Generate and track due diligence checklists by sector, deal type, and complexity.

Community
Advanced
rpoole-devrpoole-dev

Investment Committee Memo

Generate structured investment committee memos from due diligence and financial data.

Community
Advanced
dthuy62dthuy62

ck:docx

Create, edit, and analyze .docx documents while preserving formatting and tracked changes.

Community
Advanced
kiryteokiryteo
1

dd-checklist

Automate due diligence checklist creation and tracking across workstreams.

Community
Advanced