dd-meeting-prep

Generate due diligence meeting question lists, benchmarks, and red flags.

34.1k|5.1k|Updated Feb 23, 2026
One-click install
npx skills add https://github.com/anthropics/financial-services --skill dd-meeting-prep-anthropics
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dd-meeting-prep
Source: https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep
Command: npx skills add https://github.com/anthropics/financial-services --skill dd-meeting-prep-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the preparation process for due diligence meetings by generating targeted questions, benchmarks, and red flags, helping users conduct thorough and efficient evaluations.

Core Features & Use Cases

  • Question Generation: Creates organized, priority-based question lists based on meeting type and focus areas.
  • Benchmarking & Context: Provides relevant industry benchmarks, comparable metrics, and data points for informed discussions.
  • Red Flag Identification: Flags critical issues and discrepancies to probe during meetings.
  • Use Case: A private equity analyst prepares for a management presentation by inputting the company details, then receives a comprehensive agenda with focused questions and risk indicators.

Quick Start

Provide details about the meeting type, attendees, focus areas, and known data to generate a detailed meeting prep document.

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 private equity due diligence meeting?

To prepare for a private equity due diligence meeting, input the meeting type, attendees, focus areas, and company data to generate a tailored agenda with priority-based questions, benchmarks, and red flags for efficient evaluation.

What questions should I ask during a management presentation for business evaluation?

For a management presentation during business evaluation, the Skill generates organized, priority-based question lists tailored to your focus areas to ensure targeted probing into key insights and potential risks.

Can I generate red flags and benchmarks for an expert call?

Yes, you can generate red flags and benchmarks for an expert call by specifying it as the meeting type. The Skill provides relevant industry benchmarks and flags critical discrepancies to probe during the conversation.

Does this due diligence preparation tool work for customer reference calls?

Yes, this due diligence preparation tool works for customer reference calls. It creates tailored questions and risk indicators based on the known data and focus areas you provide for the specific meeting context.

What information do I need to provide to generate a due diligence meeting prep document?

To generate a due diligence meeting prep document, you need to provide details about the meeting type, attendees, focus areas, and known data so the Skill can output targeted questions, comparable metrics, and benchmarking context.