Agent skill · product strategy · anthropics
dd-checklist
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
Why this skill is useful
Generates tailored due diligence checklists and tracking templates specific to various sectors and deal types that the AI wouldn't reliably create on its own.
What it needs
About 3k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Due Diligence Checklist Workflow Step 1: Scope the Diligence Ask the user for: Target company: Name, sector, business model Deal type: Platform acquisition, add-on, growth equity, recap, carve-out Deal size / complexity: Determines depth of diligence Key concerns: Any known issues to prioritize (customer concentration, regulatory, environmental, etc.) Timeline: When is LOI / close targeted? Step 2: Generate Workstream Checklists Generate a checklist across all major workstreams, tailored to the sector: Financial Due Diligence Quality of earnings (QoE) — revenue and EBITDA adjustments Working capital analysis — normalized vs. actual Debt and debt-like items Capital expenditure (maintenance vs. growth) Tax structure and exposure Audit history and accounting policies Pro forma adjustments (run-rate, synergies) Commercial Due Diligence Market size and growth (TAM/SAM/SOM) Competitive positioning and market share Customer analysis — concentration, retention, NPS Pricing power and contract structure Sales pipeline and backlog Go-to-market effectiveness Legal Due Diligence Corporate structure and org chart Material contracts (customer, supplier, partnership) Litigation history and pending claims IP portfolio and protection Regulatory compliance Employment agreements and non-competes Operational Due Diligence Management team assessment Organizational structure and key person risk IT systems and infrastructure Supply chain and vendor dependencies Facilities and real estate Insurance coverage HR / People Due Diligence Org chart and headcount trends Compensation benchmarking Benefits and pension obligations Key employee retention risk Culture assessment Union/labor agreements IT / Technology Due Diligence (for tech-enabled businesses) Technology stack and architecture Technical debt assessment Cybersecurity posture Data privacy compliance (GDPR, CCPA, SOC2) Product roadmap and R&D spend Scalability assessment Environmental / ESG (where applicable) Environmental liabilities Reg …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/dd-checklist