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Diligence briefing for the deal team v1.0.0

Use this resource to produce a diligence summary pitched to the audience, leadership or team

New

  • 447 downloads
  • 219 likes
  • 199 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install deal-diligence-briefing-summary

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent aggregates diligence findings and adapts them to the audience: an executive summary for leadership, with the decisions needed, or a working update for the team, with changes since the last briefing. You get a dated note ready to circulate.

Mostly picked by

Updated November 2, 2026

Card for the “Diligence briefing for the deal team” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : audience tiers (leadership, team)
  • SKILL.md : material findings, decisions needed and changes since last briefing
  • SKILL.md : dated note format and briefing cadence

Good fit for

  • You must brief leadership on the state of a deal
  • You want a weekly progress update for the team

Not for

    Tags

    • diligence
    • deal
    • summary
    • leadership
    • briefing

    About

    You say

    “Give me the diligence update for this week's leadership meeting.”

    Card for the “Diligence briefing for the deal team” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to produce a diligence summary pitched to the audience, leadership or team
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md5.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/claude-for-legal/tree/4a6c651889c97cc9140580363c73e0eb17379c2b/corporate-legal/skills/deal-team-summary
    Licence
    Apache-2.0

    Notice

    « deal-team-summary » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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