dd-checklist Skill
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers Published by anthropics in financial-services.
What is dd-checklist Skill?
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Data analysis
- Security review use cases
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use dd-checklist Skill
- Use it for security review.
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md
What it does
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers
Skill instructions
Due Diligence Checklist Workflow Step 1: Scope the Diligence Ask the user for: - Target company: Name, sector, business model - Deal type: Platform acquisition, add-on, growth equity, recap, carve-out - Deal size / complexity: Determines depth of diligence - Key concerns: Any known issues to prioritize (customer concentration, regulatory, environmental, etc.) - Timeline: When is LOI / close targeted? Step 2: Generate Workstream Checklists Generate a checklist across all major workstreams, tailored to the sector: Financial Due Diligence - Quality of earnings (QoE) — revenue and EBITDA adjustments - Working capital analysis — normalized vs. actual - Debt and debt-like items - Capital expenditure (maintenance vs. growth) - Tax structure and exposure - Audit history and accounting policies - Pro forma adjustments (run-rate, synergies) Commercial Due Diligence - Market size and growth (TAM/SAM/SOM) - Competitive positioning and market share - Customer analysis — concentration, retention, NP
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Frequently asked questions
What is dd-checklist?
dd-checklist is a open-source AI agent skill with Copy skill directory. Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity.
Who is dd-checklist best for?
dd-checklist is best for reusing agent instructions, scripts, and references, security review workflows, data analysis workflows.
How do I install dd-checklist?
Install or run dd-checklist using Copy skill directory. Check dd-checklist for the latest setup command.
Is dd-checklist actively maintained?
dd-checklist may need a closer maintenance check before production use.
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