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dd-meeting-prep

Generate a one-page due diligence prep document with questions, benchmarks, and red flags.

Updated Aug 23, 2026
Search Tags:#benchmarking#investments#stakeholders#question-generation#meeting-prep#red-flags#duediligence
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill dd-meeting-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: dd-meeting-prep
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/private-equity/dd-meeting-prep
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill dd-meeting-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about dd-meeting-prep

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

FAQPage Schema
How do I prepare for a due diligence meeting with management?▼

To prepare for a due diligence meeting, you need a structured workflow that collects background information to produce a prioritized question list, identify benchmarking data, flag issues, and output a one-page prep document.

Can I generate targeted questions for different types of diligence calls?▼

Yes, you can generate targeted questions tailored to various diligence calls across management decks, expert network calls, client references, and advisor meetings.

What is the best way to identify red flags before an investment call?▼

The best way to identify red flags before an investment call is to process background data through a structured workflow that surfaces potential issues and benchmarking data points for stakeholders.

Does this due diligence preparation approach work for expert network calls?▼

Yes, this due diligence preparation approach works for expert network calls by generating a tailored question list and benchmarking reference points to guide conversations with stakeholders.

How do I create a one-page prep document for stakeholder benchmarking?▼

You create a one-page prep document by collecting background details, generating prioritized questions, identifying benchmarking data, and flagging issues to summarize logistics, objectives, and follow-up items.

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