dd-meeting-prep Skill
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", Published by anthropics in financial-services.
What is dd-meeting-prep Skill?
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", 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
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use dd-meeting-prep Skill
- 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-meeting-prep/SKILL.md
What it does
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep",
Skill instructions
Diligence Meeting Prep Workflow Step 1: Meeting Context Ask the user for: - Meeting type: Management presentation, expert call, customer reference, advisor check-in, site visit - Attendees: Who from the target company or third party - Topic focus: Full business overview, or specific workstream (financial, commercial, operational, tech) - What you already know: Prior meetings, CIM, data room findings - Key concerns: Specific issues to probe Step 2: Generate Question List Organize questions by priority and topic. Structure depends on meeting type: Management Presentation Business Overview (warm-up) - Walk us through the founding story and key milestones - How do you describe the business to someone unfamiliar with the space? - What are you most proud of? What would you do differently? Revenue & Growth - Walk us through revenue by customer/segment/geography - What's driving growth? Price vs. volume vs. new customers - What does the sales cycle look like? How has win rate trended? - Where
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Frequently asked questions
What is dd-meeting-prep?
dd-meeting-prep is a open-source AI agent skill with Copy skill directory. Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions.
Who is dd-meeting-prep best for?
dd-meeting-prep is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install dd-meeting-prep?
Install or run dd-meeting-prep using Copy skill directory. Check dd-meeting-prep for the latest setup command.
Is dd-meeting-prep actively maintained?
dd-meeting-prep may need a closer maintenance check before production use.
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