dd-meeting-prep

Generate targeted question lists, benchmarks, and red flags for due diligence meetings.

26|2|Updated Apr 30, 2026
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill dd-meeting-prep-viviennamao
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dd-meeting-prep
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill dd-meeting-prep-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill streamlines due diligence preparation by generating question lists, benchmarks, and red flags for management meetings, expert calls, and customer references.

Core Features & Use Cases

  • Meeting Type Customization: Generate question lists tailored to management presentations, expert calls, customer references, and advisor sessions.
  • Benchmarks & Context: Provide relevant benchmarks and context for each key topic.
  • Red Flags to Probe: Flag specific areas to dig into for inconsistencies, risks, and unusual treatments.
  • Output Document: Create a one-page meeting prep doc with logistics, objectives, question list, benchmarks, red flags, and follow-up items.

Quick Start

Use the dd-meeting-prep skill to prepare for a management meeting with the following information: Meeting type (e.g., management presentation), Attendees, Topic focus, What you already know, and Key concerns.

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 targeted questions?

Due diligence meeting preparation involves generating targeted question lists, benchmarks, and red flags by inputting the meeting type, attendees, topic focus, prior knowledge, and key concerns. This structures your session and highlights inconsistencies to probe.

What is the best way to generate red flags for expert calls and customer references?

Generating red flags for expert calls and customer references requires providing meeting context and key concerns. The system then flags specific areas to dig into for inconsistencies, risks, and unusual treatments during the session.

Can I customize due diligence question lists for different meeting types?

Yes, you can customize due diligence question lists for management presentations, expert calls, customer references, and advisor sessions. You provide the meeting type and topic focus, and the system tailors the output accordingly.

Do I need to provide prior knowledge to generate due diligence benchmarks?

Yes, providing prior knowledge is required to generate due diligence benchmarks. Inputting what you already know alongside your key concerns allows the system to provide relevant industry benchmarks and context for each key topic.

How do I structure a one-page meeting prep document for management presentations?

Structure a one-page meeting prep document by inputting logistics, attendees, and objectives. The system generates an output containing the question list, benchmarks, red flags, and follow-up items tailored for management presentations.

What limitations exist when using benchmarking for due diligence preparation?

Limitations of benchmarking for due diligence preparation depend on the meeting context and topic focus provided. The quality of generated benchmarks and red flags relies entirely on the accuracy of your prior knowledge and key concerns input.