Agent skill · product strategy · anthropics
dd-meeting-prep
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]".
Why this skill is useful
Generates tailored question lists and benchmarks for due diligence meetings 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
Diligence Meeting Prep Workflow Step 1: Meeting Context Ask the user for: Meeting type: Management presentation, expert call, customer reference, advisor check-in, site visit Attendees: Who from the target company or third party Topic focus: Full business overview, or specific workstream (financial, commercial, operational, tech) What you already know: Prior meetings, CIM, data room findings Key concerns: Specific issues to probe Step 2: Generate Question List Organize questions by priority and topic. Structure depends on meeting type: Management Presentation Business Overview (warm-up) Walk us through the founding story and key milestones How do you describe the business to someone unfamiliar with the space? What are you most proud of? What would you do differently? Revenue & Growth Walk us through revenue by customer/segment/geography What's driving growth? Price vs. volume vs. new customers What does the sales cycle look like? How has win rate trended? Where do you see the biggest growth opportunities in the next 3-5 years? Competitive Positioning Who do you lose deals to and why? What's your moat? How defensible is it? How do customers evaluate you vs. alternatives? Operations & Team Walk us through the org chart — who are the key people? What roles are you hiring for? What's been hardest to fill? What keeps you up at night operationally? Financial Deep-Dive Walk us through the margin bridge — what's changed and why? Any one-time or non-recurring items we should understand? How do you think about capex — maintenance vs. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/dd-meeting-prep