dd-meeting-prep
CommunityTargeted due-diligence meeting prep.
Finance & Accounting#benchmarking#investments#stakeholders#question-generation#meeting-prep#red-flags#duediligence
Authorbrianping7
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a structured approach to preparing for due diligence meetings by generating focused questions, benchmarking reference points, and flagging red flags to guide conversations with management, expert networks, and clients.
Core Features & Use Cases
- Generates a prioritized question list tailored to the meeting type (management presentations, expert calls, client references, or advisor meetings).
- Produces benchmarking data points and potential red flags to surface during diligence.
- Outputs a concise, one-page prep document summarizing logistics, objectives, and follow-up items.
Quick Start
Tell dd-meeting-prep to prepare a tailored diligence meeting agenda for Company X.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: dd-meeting-prep Download link: https://github.com/brianping7/volc-financial-services-skill-sets/archive/main.zip#dd-meeting-prep Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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