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From private-equity
Generates and tracks due diligence checklists across financial, commercial, legal, operational, HR, IT, and ESG workstreams with status tracking and red flag escalation.
npx claudepluginhub anthropics/financial-services --plugin private-equityHow this skill is triggered — by the user, by Claude, or both
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/private-equity:dd-checklistThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
description: 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 l...
Conducts commercial, operational, financial, strategic, and technology due diligence for M&A, investments, partnerships, or vendor decisions. Useful for assessing targets, quality of earnings, working capital, tech/IP review, and risk identification.
Conducts legal due diligence for US seed/Series A startups: interactive document review, cap table/SAFE analysis, red flag spotting with severity ratings, report generation for investors/founders.
Generates timeline-driven due diligence plans for commercial property acquisitions, including 6 workstream checklists, risk matrix, third-party report guides, decision gates, and trackers. Scales to 30/45/60/90-day periods.
Share bugs, ideas, or general feedback.
description: 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".
Ask the user for:
Generate a checklist across all major workstreams, tailored to the sector:
Financial Due Diligence
Commercial Due Diligence
Legal Due Diligence
Operational Due Diligence
HR / People Due Diligence
IT / Technology Due Diligence (for tech-enabled businesses)
Environmental / ESG (where applicable)
For each item, track:
| Item | Workstream | Priority | Status | Owner | Notes |
|---|---|---|---|---|---|
| QoE report | Financial | P0 | Pending | ||
| Customer interviews | Commercial | P0 | In Progress | 3 of 10 complete |
Status options: Not Started → Requested → Received → In Review → Complete → Red Flag
Maintain a running list of red flags discovered during diligence:
Automatically add relevant items based on sector: