Generated banner for Dd Meeting Prep
Generated logo for Dd Meeting Prep

Dd Meeting Prep

AnthropicOfficialPublished by Anthropic

  • Skill
  • Content generator
  • Business and productivity
  • Apache-2.0
  • No issues found

From the author

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", "expert call questions", "customer reference questions", or "meeting prep for [company]".
— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

This skill provides a systematic approach to preparing for high-stakes due diligence meetings. It guides users through gathering context, generating targeted question lists, identifying relevant benchmarks, and flagging potential risks. By structuring the preparation process, it helps investors and analysts maximize the value of their time with management teams, industry experts, and customers.

What it does

  • Structures meeting preparation for various diligence scenarios.
  • Generates prioritized, topic-specific question lists.
  • Provides frameworks for identifying industry benchmarks.
  • Highlights potential red flags based on provided context.
  • Creates a concise one-page meeting preparation document.
  • Offers best practices for conducting effective, neutral interviews.

When to use it

  • Before management presentations or business overview meetings.
  • When preparing for expert network calls to understand market trends.
  • Prior to customer reference calls to validate product value.
  • When reviewing data room findings or CIM documents for inconsistencies.
  • Before advisor check-ins or site visits.

Advantages

  • Ensures consistent preparation across different types of diligence meetings.
  • Helps focus discussions on high-priority business areas.
  • Reduces the risk of missing critical information or red flags.
  • Provides a professional, structured output for meeting documentation.
  • Encourages objective, open-ended questioning techniques.

Usage examples

“prep for management meeting with Acme Corp”
The agent will prompt for meeting details and generate a tailored list of questions covering business overview, revenue, competitive positioning, and financial performance.
“expert call questions for a SaaS company”
The agent will provide a list of questions focused on market secular trends, competitive moats, and specific risks to probe during the call.
“customer reference questions for a logistics platform”
The agent will generate a set of questions to assess customer satisfaction, willingness to renew, and price sensitivity.
“diligence call prep for a financial deep-dive”
The agent will create a structured prep document focusing on margin bridges, non-recurring items, and capital expenditure assumptions.

Install

  1. Download the skill as a ZIP:

    https://autogineer.com/agent-skills/anthropics/dd-meeting-prep/download
  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip dd-meeting-prep.zip -d .agents/skills

Documentation by Anthropic

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 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:

  1. Meeting logistics: Who, when, where, duration

  2. Objectives: Top 3 things you need to learn from this meeting

  3. Question list: Prioritized, grouped by topic (star the must-asks)

  4. Benchmarks: Key numbers to reference

  5. Red flags: Specific items to probe

  6. 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

Files

LICENSE


                                 Apache License
                           Version 2.0, January 2004
                        http://www.apache.org/licenses/

   TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION

   1. Definitions.

      "License" shall mean the terms and conditions for use, reproduction,
      and distribution as defined by Sections 1 through 9 of this document.

      "Licensor" shall mean the copyright owner or entity authorized by
      the copyright owner that is granting the License.

      "Legal Entity" shall mean the union of the acting entity and all
      other entities that control, are controlled by, or are under common
      control with that entity. For the purposes of this definition,
      "control" means (i) the power, direct or indirect, to cause the
      direction or management of such entity, whether by contract or
      otherwise, or (ii) ownership of fifty percent (50%) or more of the
      outstanding shares, or (iii) beneficial ownership of such entity.

      "You" (or "Your") shall mean an individual or Legal Entity
      exercising permissions granted by this License.

      "Source" form shall mean the preferred form for making modifications,
      including but not limited to software source code, documentation
      source, and configuration files.

      "Object" form shall mean any form resulting from mechanical
      transformation or translation of a Source form, including but
      not limited to compiled object code, generated documentation,
      and conversions to other media types.

      "Work" shall mean the work of authorship, whether in Source or
      Object form, made available under the License, as indicated by a
      copyright notice that is included in or attached to the work
      (an example is provided in the Appendix below).

      "Derivative Works" shall mean any work, whether in Source or Object
      form, that is based on (or derived from) the Work and for which the
      editorial revisions, annotations, elaborations, or other modifications
      represent, as a whole, an original work of authorship. For the purposes
      of this License, Derivative Works shall not include works that remain
      separable from, or merely link (or bind by name) to the interfaces of,
      the Work and Derivative Works thereof.

      "Contribution" shall mean any work of authorship, including
      the original version of the Work and any modifications or additions
      to that Work or Derivative Works thereof, that is intentionally
      submitted to Licensor for inclusion in the Work by the copyright owner
      or by an individual or Legal Entity authorized to submit on behalf of
      the copyright owner. For the purposes of this definition, "submitted"
      means any form of electronic, verbal, or written communication sent
      to the Licensor or its representatives, including but not limited to
      communication on electronic mailing lists, source code control systems,
      and issue tracking systems that are managed by, or on behalf of, the
      Licensor for the purpose of discussing and improving the Work, but
      excluding communication that is conspicuously marked or otherwise
      designated in writing by the copyright owner as "Not a Contribution."

      "Contributor" shall mean Licensor and any individual or Legal Entity
      on behalf of whom a Contribution has been received by Licensor and
      subsequently incorporated within the Work.

   2. Grant of Copyright License. Subject to the terms and conditions of
      this License, each Contributor hereby grants to You a perpetual,
      worldwide, non-exclusive, no-charge, royalty-free, irrevocable
      copyright license to reproduce, prepare Derivative Works of,
      publicly display, publicly perform, sublicense, and distribute the
      Work and such Derivative Works in Source or Object form.

   3. Grant of Patent License. Subject to the terms and conditions of
      this License, each Contributor hereby grants to You a perpetual,
      worldwide, non-exclusive, no-charge, royalty-free, irrevocable
      (except as stated in this section) patent license to make, have made,
      use, offer to sell, sell, import, and otherwise transfer the Work,
      where such license applies only to those patent claims licensable
      by such Contributor that are necessarily infringed by their
      Contribution(s) alone or by combination of their Contribution(s)
      with the Work to which such Contribution(s) was submitted. If You
      institute patent litigation against any entity (including a
      cross-claim or counterclaim in a lawsuit) alleging that the Work
      or a Contribution incorporated within the Work constitutes direct
      or contributory patent infringement, then any patent licenses
      granted to You under this License for that Work shall terminate
      as of the date such litigation is filed.

   4. Redistribution. You may reproduce and distribute copies of the
      Work or Derivative Works thereof in any medium, with or without
      modifications, and in Source or Object form, provided that You
      meet the following conditions:

      (a) You must give any other recipients of the Work or
          Derivative Works a copy of this License; and

      (b) You must cause any modified files to carry prominent notices
          stating that You changed the files; and

      (c) You must retain, in the Source form of any Derivative Works
          that You distribute, all copyright, patent, trademark, and
          attribution notices from the Source form of the Work,
          excluding those notices that do not pertain to any part of
          the Derivative Works; and

      (d) If the Work includes a "NOTICE" text file as part of its
          distribution, then any Derivative Works that You distribute must
          include a readable copy of the attribution notices contained
          within such NOTICE file, excluding those notices that do not
          pertain to any part of the Derivative Works, in at least one
          of the following places: within a NOTICE text file distributed
          as part of the Derivative Works; within the Source form or
          documentation, if provided along with the Derivative Works; or,
          within a display generated by the Derivative Works, if and
          wherever such third-party notices normally appear. The contents
          of the NOTICE file are for informational purposes only and
          do not modify the License. You may add Your own attribution
          notices within Derivative Works that You distribute, alongside
          or as an addendum to the NOTICE text from the Work, provided
          that such additional attribution notices cannot be construed
          as modifying the License.

      You may add Your own copyright statement to Your modifications and
      may provide additional or different license terms and conditions
      for use, reproduction, or distribution of Your modifications, or
      for any such Derivative Works as a whole, provided Your use,
      reproduction, and distribution of the Work otherwise complies with
      the conditions stated in this License.

   5. Submission of Contributions. Unless You explicitly state otherwise,
      any Contribution intentionally submitted for inclusion in the Work
      by You to the Licensor shall be under the terms and conditions of
      this License, without any additional terms or conditions.
      Notwithstanding the above, nothing herein shall supersede or modify
      the terms of any separate license agreement you may have executed
      with Licensor regarding such Contributions.

   6. Trademarks. This License does not grant permission to use the trade
      names, trademarks, service marks, or product names of the Licensor,
      except as required for reasonable and customary use in describing the
      origin of the Work and reproducing the content of the NOTICE file.

   7. Disclaimer of Warranty. Unless required by applicable law or
      agreed to in writing, Licensor provides the Work (and each
      Contributor provides its Contributions) on an "AS IS" BASIS,
      WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
      implied, including, without limitation, any warranties or conditions
      of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A
      PARTICULAR PURPOSE. You are solely responsible for determining the
      appropriateness of using or redistributing the Work and assume any
      risks associated with Your exercise of permissions under this License.

   8. Limitation of Liability. In no event and under no legal theory,
      whether in tort (including negligence), contract, or otherwise,
      unless required by applicable law (such as deliberate and grossly
      negligent acts) or agreed to in writing, shall any Contributor be
      liable to You for damages, including any direct, indirect, special,
      incidental, or consequential damages of any character arising as a
      result of this License or out of the use or inability to use the
      Work (including but not limited to damages for loss of goodwill,
      work stoppage, computer failure or malfunction, or any and all
      other commercial damages or losses), even if such Contributor
      has been advised of the possibility of such damages.

   9. Accepting Warranty or Additional Liability. While redistributing
      the Work or Derivative Works thereof, You may choose to offer,
      and charge a fee for, acceptance of support, warranty, indemnity,
      or other liability obligations and/or rights consistent with this
      License. However, in accepting such obligations, You may act only
      on Your own behalf and on Your sole responsibility, not on behalf
      of any other Contributor, and only if You agree to indemnify,
      defend, and hold each Contributor harmless for any liability
      incurred by, or claims asserted against, such Contributor by reason
      of your accepting any such warranty or additional liability.

   END OF TERMS AND CONDITIONS

   APPENDIX: How to apply the Apache License to your work.

      To apply the Apache License to your work, attach the following
      boilerplate notice, with the fields enclosed by brackets "[]"
      replaced with your own identifying information. (Don't include
      the brackets!)  The text should be enclosed in the appropriate
      comment syntax for the file format. We also recommend that a
      file or class name and description of purpose be included on the
      same "printed page" as the copyright notice for easier
      identification within third-party archives.

   Copyright [yyyy] [name of copyright owner]

   Licensed under the Apache License, Version 2.0 (the "License");
   you may not use this file except in compliance with the License.
   You may obtain a copy of the License at

       http://www.apache.org/licenses/LICENSE-2.0

   Unless required by applicable law or agreed to in writing, software
   distributed under the License is distributed on an "AS IS" BASIS,
   WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
   See the License for the specific language governing permissions and
   limitations under the License.

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

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Anthropic
Publisher
Anthropic (Official)
Source
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/dd-meeting-prep · 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-meeting-prep.zip