Diligence Meeting Prep
OfficialFreeStreamline your due diligence meeting preparations.
Free · Opens the source repo
What Diligence Meeting Prep does
The Diligence Meeting Prep skill is designed to facilitate thorough preparation for various types of due diligence meetings, including management presentations, expert network calls, customer references, and advisor sessions. This skill guides users through a structured process to gather essential information, generate targeted question lists, and identify critical benchmarks and red flags to address during meetings. By following the outlined steps, users can ensure that they are well-prepared to extract valuable insights from their discussions.
The skill begins by prompting the user to provide context about the meeting, such as the type of meeting, the attendees, the focus of the discussion, prior knowledge, and any key concerns. This foundational information helps tailor the subsequent question lists and benchmarks to the specific meeting context. For example, questions for a management presentation will differ significantly from those for an expert network call, allowing users to prioritize inquiries based on their objectives.
In addition to generating a customized question list, the skill also provides benchmarks relevant to the meeting topics. These benchmarks can include industry growth rates, comparable company metrics, and data points from previous analyses. This contextual information equips users with the necessary data to support their inquiries and discussions, enhancing the overall quality of the meeting.
Finally, the skill highlights potential red flags to probe, such as inconsistencies in financial documents or management team gaps. By addressing these areas during the meeting, users can gain deeper insights and make more informed decisions. Overall, the Diligence Meeting Prep skill is a valuable tool for professionals involved in due diligence processes, ensuring they approach meetings with a comprehensive and focused strategy.
When to use it
Use this skill when preparing for any type of due diligence meeting to ensure you have a focused approach and relevant questions ready.
When not to use it
This skill may not be suitable for informal meetings or discussions where a structured approach is not required or desired.
What you can build with it
Preparing for a Management Presentation
Use the skill to generate a focused list of questions that address key business insights and operational concerns during a management presentation.
Conducting an Expert Network Call
Leverage the skill to prepare targeted questions that will help you understand market positioning and competitive dynamics during an expert call.
Gathering Customer References
Utilize the skill to create a list of relevant questions that assess customer satisfaction and potential areas for improvement during reference calls.
How to install Diligence Meeting Prep
View source1. Install with the skills CLI
npx skills add anthropics/financial-services/dd-meeting-prep --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsDiligence 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 do you see the biggest growth opportunities in the next 3-5 years?
Competitive Positioning
- Who do you lose deals to and why?
- What's your moat? How defensible is it?
- How do customers evaluate you vs. alternatives?
Operations & Team
- Walk us through the org chart — who are the key people?
- What roles are you hiring for? What's been hardest to fill?
- What keeps you up at night operationally?
Financial Deep-Dive
- Walk us through the margin bridge — what's changed and why?
- Any one-time or non-recurring items we should understand?
- How do you think about capex — maintenance vs. growth?
- Working capital seasonality?
Forward Look
- Walk us through the budget/plan for next year
- What assumptions are you most/least confident in?
- What would need to go right/wrong to significantly beat/miss plan?
Expert Network Call
- How do you view [company]'s positioning in the market?
- What are the secular trends driving this space?
- Who are the strongest competitors and why?
- What risks should an investor be aware of?
- If you were buying this business, what would you diligence most carefully?
Customer Reference Call
- How did you find [company] and why did you choose them?
- What alternatives did you evaluate?
- What do they do well? Where could they improve?
- How likely are you to renew/expand? What would change that?
- If they raised prices 10-20%, how would you react?
Step 3: Benchmarks & Context
For each key topic, provide relevant benchmarks:
- Industry growth rates and margin profiles
- Comparable company metrics (if comps analysis exists in session)
- Data points from the CIM or data room that warrant follow-up
- Discrepancies between different data sources to clarify
Step 4: Red Flags to Probe
Based on what's known, flag specific areas to dig into:
- Inconsistencies in the CIM or financials
- Customer concentration or churn signals
- Management team gaps or recent departures
- Unusual accounting treatments
- Missing data room items
Step 5: Output
One-page meeting prep doc:
- Meeting logistics: Who, when, where, duration
- Objectives: Top 3 things you need to learn from this meeting
- Question list: Prioritized, grouped by topic (star the must-asks)
- Benchmarks: Key numbers to reference
- Red flags: Specific items to probe
- Follow-up items: What to request after the meeting
Important Notes
- Lead with open-ended questions — let management talk, then follow up on specifics
- Don't lead the witness — ask neutral questions, not "isn't it true that..."
- Take notes on body language and confidence levels, not just answers
- Always end with: "What haven't we asked about that we should?"
- Keep the question list to 15-20 max — you won't get through more in a 60-90 min session
Frequently asked questions about Diligence Meeting Prep
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