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Diligence meeting preparation v1.0.0

Use this resource to prepare the questions and points to verify for a diligence meeting

New

  • 536 downloads
  • 221 likes
  • 180 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install due-diligence-meeting-prep

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 sets the meeting context, writes a prioritised question list, provides useful benchmarks and flags red flags to probe. You get a preparation sheet for the meeting.

Mostly picked by

Updated November 2, 2026

Card for the “Diligence meeting preparation” 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: meeting context and questions by topic
  • SKILL.md: benchmarks and red flags

Good fit for

  • A management presentation to prepare before a bid
  • A call with a sector expert on a little-known market

Not for

    Tags

    • diligence
    • questions
    • management meeting
    • red flags

    About

    You say

    “Prepare the meeting with the target's finance director: questions on earnings quality and working capital.”

    Card for the “Diligence meeting preparation” 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 prepare the questions and points to verify for a diligence meeting
    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-meeting-prep
    Licence
    Apache-2.0

    Notice

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

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