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Due Diligence Checklist

Generate and manage due diligence checklists for corporate acquisitions.

1|Updated Mar 5, 2026
Search Tags:#checklist#risk management#finance#due diligence#deal flow#ma
One-click install
npx skills add https://github.com/smrik/ai-fund --skill due-diligence-checklist-smrik
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Due Diligence Checklist
Source: https://github.com/smrik/ai-fund/tree/main/skills/private-equity/skills/dd-checklist
Command: npx skills add https://github.com/smrik/ai-fund --skill due-diligence-checklist-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill solves the fragmentation and oversight risks inherent in complex M&A due diligence by providing a structured, sector-specific framework for tracking requests, status, and red flags.

Core Features & Use Cases

  • Sector-Specific Checklists: Automatically generates tailored diligence workstreams for industries like SaaS, Healthcare, or Industrials.
  • Status & Risk Tracking: Maintains a centralized view of workstream progress and critical red flag escalations.
  • Use Case: When kicking off a new platform acquisition, use this Skill to generate a comprehensive request list and status dashboard to ensure no critical financial or legal items are missed during the data room review.

Quick Start

Ask the assistant to generate a due diligence checklist for a SaaS company acquisition with a focus on customer concentration and technical debt.

Frequently Asked Questions about Due Diligence Checklist

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

FAQPage Schema
How do I create a due diligence checklist for an M&A acquisition?▼

To create a due diligence checklist for an M&A acquisition, request a tailored framework to generate workstreams covering financial, commercial, legal, operational, and technical domains.

What is included in a SaaS due diligence checklist?▼

A SaaS due diligence checklist includes tailored workstreams for financial, commercial, legal, operational, and technical domains, specifically tracking customer concentration and technical debt.

Can I track red flags and risk status during deal flow diligence?▼

Yes, you can track red flags and risk status during deal flow diligence through a centralized view that monitors workstream progress and facilitates critical red flag escalations.

Does this due diligence checklist support sector-specific M&A evaluations?▼

Yes, this due diligence checklist supports sector-specific M&A evaluations by automatically generating tailored diligence workstreams for industries like SaaS, Healthcare, or Industrials.

What is the best way to manage data room review requests for corporate acquisitions?▼

The best way to manage data room review requests for corporate acquisitions is using a structured framework that generates comprehensive request lists and tracks status dashboards to ensure deal-readiness.

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