{"kind":"Skill","metadata":{"namespace":"community","name":"dd-meeting-prep","version":"0.1.0"},"spec":{"description":"description: 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]\".","files":{"SKILL.md":"# Diligence Meeting Prep\n\ndescription: 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]\".\n\n## Workflow\n\n### Step 1: Meeting Context\n\nAsk the user for:\n- **Meeting type**: Management presentation, expert call, customer reference, advisor check-in, site visit\n- **Attendees**: Who from the target company or third party\n- **Topic focus**: Full business overview, or specific workstream (financial, commercial, operational, tech)\n- **What you already know**: Prior meetings, CIM, data room findings\n- **Key concerns**: Specific issues to probe\n\n### Step 2: Generate Question List\n\nOrganize questions by priority and topic. Structure depends on meeting type:\n\n#### Management Presentation\n**Business Overview (warm-up)**\n- Walk us through the founding story and key milestones\n- How do you describe the business to someone unfamiliar with the space?\n- What are you most proud of? What would you do differently?\n\n**Revenue \u0026 Growth**\n- Walk us through revenue by customer/segment/geography\n- What's driving growth? Price vs. volume vs. new customers\n- What does the sales cycle look like? How has win rate trended?\n- Where do you see the biggest growth opportunities in the next 3-5 years?\n\n**Competitive Positioning**\n- Who do you lose deals to and why?\n- What's your moat? How defensible is it?\n- How do customers evaluate you vs. alternatives?\n\n**Operations \u0026 Team**\n- Walk us through the org chart — who are the key people?\n- What roles are you hiring for? What's been hardest to fill?\n- What keeps you up at night operationally?\n\n**Financial Deep-Dive**\n- Walk us through the margin bridge — what's changed and why?\n- Any one-time or non-recurring items we should understand?\n- How do you think about capex — maintenance vs. growth?\n- Working capital seasonality?\n\n**Forward Look**\n- Walk us through the budget/plan for next year\n- What assumptions are you most/least confident in?\n- What would need to go right/wrong to significantly beat/miss plan?\n\n#### Expert Network Call\n- How do you view [company]'s positioning in the market?\n- What are the secular trends driving this space?\n- Who are the strongest competitors and why?\n- What risks should an investor be aware of?\n- If you were buying this business, what would you diligence most carefully?\n\n#### Customer Reference Call\n- How did you find [company] and why did you choose them?\n- What alternatives did you evaluate?\n- What do they do well? Where could they improve?\n- How likely are you to renew/expand? What would change that?\n- If they raised prices 10-20%, how would you react?\n\n### Step 3: Benchmarks \u0026 Context\n\nFor each key topic, provide relevant benchmarks:\n- Industry growth rates and margin profiles\n- Comparable company metrics (if comps analysis exists in session)\n- Data points from the CIM or data room that warrant follow-up\n- Discrepancies between different data sources to clarify\n\n### Step 4: Red Flags to Probe\n\nBased on what's known, flag specific areas to dig into:\n- Inconsistencies in the CIM or financials\n- Customer concentration or churn signals\n- Management team gaps or recent departures\n- Unusual accounting treatments\n- Missing data room items\n\n### Step 5: Output\n\nOne-page meeting prep doc:\n1. **Meeting logistics**: Who, when, where, duration\n2. **Objectives**: Top 3 things you need to learn from this meeting\n3. **Question list**: Prioritized, grouped by topic (star the must-asks)\n4. **Benchmarks**: Key numbers to reference\n5. **Red flags**: Specific items to probe\n6. **Follow-up items**: What to request after the meeting\n\n## Important Notes\n\n- Lead with open-ended questions — let management talk, then follow up on specifics\n- Don't lead the witness — ask neutral questions, not \"isn't it true that...\"\n- Take notes on body language and confidence levels, not just answers\n- Always end with: \"What haven't we asked about that we should?\"\n- Keep the question list to 15-20 max — you won't get through more in a 60-90 min session\n"},"import":{"commit_sha":"9affc6e683bbaf66361058117027cf5a50bf1861","imported_at":"2026-05-18T20:09:40Z","license_text":"\n                                 Apache License\n                           Version 2.0, January 2004\n                        http://www.apache.org/licenses/\n\n   TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION\n\n   1. Definitions.\n\n      \"License\" shall mean the terms and conditions for use, reproduction,\n      and distribution as defined by Sections 1 through 9 of this document.\n\n      \"Licensor\" shall mean the copyright owner or entity authorized by\n      the copyright owner that is granting the License.\n\n      \"Legal Entity\" shall mean the union of the acting entity and all\n      other entities that control, are controlled by, or are under common\n      control with that entity. For the purposes of this definition,\n      \"control\" means (i) the power, direct or indirect, to cause the\n      direction or management of such entity, whether by contract or\n      otherwise, or (ii) ownership of fifty percent (50%) or more of the\n      outstanding shares, or (iii) beneficial ownership of such entity.\n\n      \"You\" (or \"Your\") shall mean an individual or Legal Entity\n      exercising permissions granted by this License.\n\n      \"Source\" form shall mean the preferred form for making modifications,\n      including but not limited to software source code, documentation\n      source, and configuration files.\n\n      \"Object\" form shall mean any form resulting from mechanical\n      transformation or translation of a Source form, including but\n      not limited to compiled object code, generated documentation,\n      and conversions to other media types.\n\n      \"Work\" shall mean the work of authorship, whether in Source or\n      Object form, made available under the License, as indicated by a\n      copyright notice that is included in or attached to the work\n      (an example is provided in the Appendix below).\n\n      \"Derivative Works\" shall mean any work, whether in Source or Object\n      form, that is based on (or derived from) the Work and for which the\n      editorial revisions, annotations, elaborations, or other modifications\n      represent, as a whole, an original work of authorship. For the purposes\n      of this License, Derivative Works shall not include works that remain\n      separable from, or merely link (or bind by name) to the interfaces of,\n      the Work and Derivative Works thereof.\n\n      \"Contribution\" shall mean any work of authorship, including\n      the original version of the Work and any modifications or additions\n      to that Work or Derivative Works thereof, that is intentionally\n      submitted to Licensor for inclusion in the Work by the copyright owner\n      or by an individual or Legal Entity authorized to submit on behalf of\n      the copyright owner. For the purposes of this definition, \"submitted\"\n      means any form of electronic, verbal, or written communication sent\n      to the Licensor or its representatives, including but not limited to\n      communication on electronic mailing lists, source code control systems,\n      and issue tracking systems that are managed by, or on behalf of, the\n      Licensor for the purpose of discussing and improving the Work, but\n      excluding communication that is conspicuously marked or otherwise\n      designated in writing by the copyright owner as \"Not a Contribution.\"\n\n      \"Contributor\" shall mean Licensor and any individual or Legal Entity\n      on behalf of whom a Contribution has been received by Licensor and\n      subsequently incorporated within the Work.\n\n   2. Grant of Copyright License. Subject to the terms and conditions of\n      this License, each Contributor hereby grants to You a perpetual,\n      worldwide, non-exclusive, no-charge, royalty-free, irrevocable\n      copyright license to reproduce, prepare Derivative Works of,\n      publicly display, publicly perform, sublicense, and distribute the\n      Work and such Derivative Works in Source or Object form.\n\n   3. Grant of Patent License. Subject to the terms and conditions of\n      this License, each Contributor hereby grants to You a perpetual,\n      worldwide, non-exclusive, no-charge, royalty-free, irrevocable\n      (except as stated in this section) patent license to make, have made,\n      use, offer to sell, sell, import, and otherwise transfer the Work,\n      where such license applies only to those patent claims licensable\n      by such Contributor that are necessarily infringed by their\n      Contribution(s) alone or by combination of their Contribution(s)\n      with the Work to which such Contribution(s) was submitted. If You\n      institute patent litigation against any entity (including a\n      cross-claim or counterclaim in a lawsuit) alleging that the Work\n      or a Contribution incorporated within the Work constitutes direct\n      or contributory patent infringement, then any patent licenses\n      granted to You under this License for that Work shall terminate\n      as of the date such litigation is filed.\n\n   4. Redistribution. You may reproduce and distribute copies of the\n      Work or Derivative Works thereof in any medium, with or without\n      modifications, and in Source or Object form, provided that You\n      meet the following conditions:\n\n      (a) You must give any other recipients of the Work or\n          Derivative Works a copy of this License; and\n\n      (b) You must cause any modified files to carry prominent notices\n          stating that You changed the files; and\n\n      (c) You must retain, in the Source form of any Derivative Works\n          that You distribute, all copyright, patent, trademark, and\n          attribution notices from the Source form of the Work,\n          excluding those notices that do not pertain to any part of\n          the Derivative Works; and\n\n      (d) If the Work includes a \"NOTICE\" text file as part of its\n          distribution, then any Derivative Works that You distribute must\n          include a readable copy of the attribution notices contained\n          within such NOTICE file, excluding those notices that do not\n          pertain to any part of the Derivative Works, in at least one\n          of the following places: within a NOTICE text file distributed\n          as part of the Derivative Works; within the Source form or\n          documentation, if provided along with the Derivative Works; or,\n          within a display generated by the Derivative Works, if and\n          wherever such third-party notices normally appear. The contents\n          of the NOTICE file are for informational purposes only and\n          do not modify the License. You may add Your own attribution\n          notices within Derivative Works that You distribute, alongside\n          or as an addendum to the NOTICE text from the Work, provided\n          that such additional attribution notices cannot be construed\n          as modifying the License.\n\n      You may add Your own copyright statement to Your modifications and\n      may provide additional or different license terms and conditions\n      for use, reproduction, or distribution of Your modifications, or\n      for any such Derivative Works as a whole, provided Your use,\n      reproduction, and distribution of the Work otherwise complies with\n      the conditions stated in this License.\n\n   5. Submission of Contributions. Unless You explicitly state otherwise,\n      any Contribution intentionally submitted for inclusion in the Work\n      by You to the Licensor shall be under the terms and conditions of\n      this License, without any additional terms or conditions.\n      Notwithstanding the above, nothing herein shall supersede or modify\n      the terms of any separate license agreement you may have executed\n      with Licensor regarding such Contributions.\n\n   6. Trademarks. This License does not grant permission to use the trade\n      names, trademarks, service marks, or product names of the Licensor,\n      except as required for reasonable and customary use in describing the\n      origin of the Work and reproducing the content of the NOTICE file.\n\n   7. Disclaimer of Warranty. Unless required by applicable law or\n      agreed to in writing, Licensor provides the Work (and each\n      Contributor provides its Contributions) on an \"AS IS\" BASIS,\n      WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or\n      implied, including, without limitation, any warranties or conditions\n      of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A\n      PARTICULAR PURPOSE. You are solely responsible for determining the\n      appropriateness of using or redistributing the Work and assume any\n      risks associated with Your exercise of permissions under this License.\n\n   8. Limitation of Liability. In no event and under no legal theory,\n      whether in tort (including negligence), contract, or otherwise,\n      unless required by applicable law (such as deliberate and grossly\n      negligent acts) or agreed to in writing, shall any Contributor be\n      liable to You for damages, including any direct, indirect, special,\n      incidental, or consequential damages of any character arising as a\n      result of this License or out of the use or inability to use the\n      Work (including but not limited to damages for loss of goodwill,\n      work stoppage, computer failure or malfunction, or any and all\n      other commercial damages or losses), even if such Contributor\n      has been advised of the possibility of such damages.\n\n   9. Accepting Warranty or Additional Liability. While redistributing\n      the Work or Derivative Works thereof, You may choose to offer,\n      and charge a fee for, acceptance of support, warranty, indemnity,\n      or other liability obligations and/or rights consistent with this\n      License. However, in accepting such obligations, You may act only\n      on Your own behalf and on Your sole responsibility, not on behalf\n      of any other Contributor, and only if You agree to indemnify,\n      defend, and hold each Contributor harmless for any liability\n      incurred by, or claims asserted against, such Contributor by reason\n      of your accepting any such warranty or additional liability.\n\n   END OF TERMS AND CONDITIONS\n\n   APPENDIX: How to apply the Apache License to your work.\n\n      To apply the Apache License to your work, attach the following\n      boilerplate notice, with the fields enclosed by brackets \"[]\"\n      replaced with your own identifying information. (Don't include\n      the brackets!)  The text should be enclosed in the appropriate\n      comment syntax for the file format. We also recommend that a\n      file or class name and description of purpose be included on the\n      same \"printed page\" as the copyright notice for easier\n      identification within third-party archives.\n\n   Copyright [yyyy] [name of copyright owner]\n\n   Licensed under the Apache License, Version 2.0 (the \"License\");\n   you may not use this file except in compliance with the License.\n   You may obtain a copy of the License at\n\n       http://www.apache.org/licenses/LICENSE-2.0\n\n   Unless required by applicable law or agreed to in writing, software\n   distributed under the License is distributed on an \"AS IS\" BASIS,\n   WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n   See the License for the specific language governing permissions and\n   limitations under the License.\n","owner":"anthropics","repo":"anthropics/financial-services","source_url":"https://github.com/anthropics/financial-services/tree/9affc6e683bbaf66361058117027cf5a50bf1861/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep"}},"content_hash":[186,67,152,217,111,53,69,171,182,75,204,226,247,230,49,143,50,51,19,38,137,73,101,244,218,252,101,89,152,121,192,206],"trust_level":"unsigned","yanked":false}