Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Due diligence checklist and request tracking v1.0.0

Use this resource to build and track a due diligence checklist suited to the deal

New

  • 408 downloads
  • 186 likes
  • 203 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install due-diligence-checklist-tracker

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 scopes the diligence by deal type and sector, generates a checklist per workstream, then tracks statuses and red flags. You get an up-to-date request list and a summary of red flags.

Mostly picked by

Updated November 2, 2026

Card for the “Due diligence checklist and request tracking” skill

Details

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

Similar resources

View all

What you get

  • SKILL.md: diligence scoping and checklists per workstream
  • SKILL.md: status tracking and red-flag summary

Good fit for

  • An acquisition about to start, with a data room to open
  • Tracking the items still awaited from the seller

Not for

    Tags

    • diligence
    • M&A
    • tracking
    • data room

    About

    You say

    “Build the diligence checklist for an IT services acquisition, a platform with two add-ons, and track the open requests.”

    Card for the “Due diligence checklist and request tracking” 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 build and track a due diligence checklist suited to the deal
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.3 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/private-equity/skills/dd-checklist
    Licence
    Apache-2.0

    Notice

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

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.