Dd Checklist
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The dd-checklist skill provides a systematic approach to managing the due diligence process for mergers, acquisitions, and investments. It guides users through scoping the deal, generating tailored checklists across financial, commercial, legal, operational, HR, and technical workstreams, and maintaining a status tracker. The skill includes mechanisms for tracking red flags, prioritizing gating items, and adapting requirements based on the target company's specific sector.
What it does
- Generates customized due diligence checklists based on deal type, size, and industry.
- Organizes diligence tasks across major workstreams including financial, commercial, legal, and operational.
- Provides a status tracking framework for monitoring request progress.
- Maintains a centralized log of identified red flags with severity and mitigation paths.
- Offers sector-specific additions for industries like SaaS, healthcare, and industrial.
- Produces summary dashboards and status update formats for deal teams.
When to use it
- At the kickoff of a new acquisition or investment diligence process.
- When organizing and auditing documents within a virtual data room.
- To track outstanding information requests during active deal negotiations.
- When identifying and escalating critical deal-breaker issues to the deal team.
Advantages
- Ensures comprehensive coverage by standardizing diligence across multiple domains.
- Improves visibility into deal progress through structured status tracking.
- Facilitates proactive risk management by highlighting red flags early.
- Adapts to specific business models and sectors to avoid generic, irrelevant requests.
Usage examples
- “dd checklist for a SaaS platform acquisition”
- The agent generates a tailored checklist including ARR quality, technical debt, and SOC2 compliance items, alongside standard financial and legal workstreams.
- “what do we still need for the healthcare deal?”
- The agent reviews the current status tracker to list all items marked as 'Pending' or 'Requested', specifically highlighting outstanding regulatory and payor mix documentation.
Install
Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/dd-checklist/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip dd-checklist.zip -d .agents/skills
Documentation by Anthropic
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, NPS
Pricing power and contract structure
Sales pipeline and backlog
Go-to-market effectiveness
Legal Due Diligence
Corporate structure and org chart
Material contracts (customer, supplier, partnership)
Litigation history and pending claims
IP portfolio and protection
Regulatory compliance
Employment agreements and non-competes
Operational Due Diligence
Management team assessment
Organizational structure and key person risk
IT systems and infrastructure
Supply chain and vendor dependencies
Facilities and real estate
Insurance coverage
HR / People Due Diligence
Org chart and headcount trends
Compensation benchmarking
Benefits and pension obligations
Key employee retention risk
Culture assessment
Union/labor agreements
IT / Technology Due Diligence (for tech-enabled businesses)
Technology stack and architecture
Technical debt assessment
Cybersecurity posture
Data privacy compliance (GDPR, CCPA, SOC2)
Product roadmap and R&D spend
Scalability assessment
Environmental / ESG (where applicable)
Environmental liabilities
Regulatory compliance history
ESG risks and opportunities
Step 3: Status Tracking
For each item, track:
| Item | Workstream | Priority | Status | Owner | Notes |
|---|---|---|---|---|---|
| QoE report | Financial | P0 | Pending | ||
| Customer interviews | Commercial | P0 | In Progress | 3 of 10 complete |
Status options: Not Started → Requested → Received → In Review → Complete → Red Flag
Step 4: Red Flag Summary
Maintain a running list of red flags discovered during diligence:
What was found
Which workstream
Severity (deal-breaker / significant / manageable)
Mitigant or path to resolution
Impact on valuation or deal terms
Step 5: Output
Excel workbook with tabs per workstream (default)
Summary dashboard: % complete by workstream, outstanding items, red flags
Weekly status update format for deal team
Sector-Specific Additions
Automatically add relevant items based on sector:
Software/SaaS: ARR quality, cohort analysis, hosting costs, SOC2
Healthcare: Regulatory approvals, reimbursement risk, payor mix
Industrial: Equipment condition, environmental remediation, safety record
Financial services: Regulatory capital, compliance history, credit quality
Consumer: Brand health, channel mix, seasonality, inventory management
Important Notes
Prioritize P0 items that are gating to LOI or close
Flag items where the seller is slow to respond — may indicate issues
Cross-reference data room contents against the checklist to identify gaps
Update the checklist as diligence progresses — it's a living document
Files
- ATTRIBUTION.mdAdded by AutoGineer922 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md4.2 KiB
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Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Security
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Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/dd-checklist · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.
Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download dd-checklist.zip