Dd Meeting Prep
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
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AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
This skill provides a systematic approach to preparing for high-stakes due diligence meetings. It guides users through gathering context, generating targeted question lists, identifying relevant benchmarks, and flagging potential risks. By structuring the preparation process, it helps investors and analysts maximize the value of their time with management teams, industry experts, and customers.
What it does
- Structures meeting preparation for various diligence scenarios.
- Generates prioritized, topic-specific question lists.
- Provides frameworks for identifying industry benchmarks.
- Highlights potential red flags based on provided context.
- Creates a concise one-page meeting preparation document.
- Offers best practices for conducting effective, neutral interviews.
When to use it
- Before management presentations or business overview meetings.
- When preparing for expert network calls to understand market trends.
- Prior to customer reference calls to validate product value.
- When reviewing data room findings or CIM documents for inconsistencies.
- Before advisor check-ins or site visits.
Advantages
- Ensures consistent preparation across different types of diligence meetings.
- Helps focus discussions on high-priority business areas.
- Reduces the risk of missing critical information or red flags.
- Provides a professional, structured output for meeting documentation.
- Encourages objective, open-ended questioning techniques.
Usage examples
- “prep for management meeting with Acme Corp”
- The agent will prompt for meeting details and generate a tailored list of questions covering business overview, revenue, competitive positioning, and financial performance.
- “expert call questions for a SaaS company”
- The agent will provide a list of questions focused on market secular trends, competitive moats, and specific risks to probe during the call.
- “customer reference questions for a logistics platform”
- The agent will generate a set of questions to assess customer satisfaction, willingness to renew, and price sensitivity.
- “diligence call prep for a financial deep-dive”
- The agent will create a structured prep document focusing on margin bridges, non-recurring items, and capital expenditure assumptions.
Install
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/anthropics/dd-meeting-prep/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip dd-meeting-prep.zip -d .agents/skills
Documentation by Anthropic
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. growth?
Working capital seasonality?
Forward Look
Walk us through the budget/plan for next year
What assumptions are you most/least confident in?
What would need to go right/wrong to significantly beat/miss plan?
Expert Network Call
How do you view [company]'s positioning in the market?
What are the secular trends driving this space?
Who are the strongest competitors and why?
What risks should an investor be aware of?
If you were buying this business, what would you diligence most carefully?
Customer Reference Call
How did you find [company] and why did you choose them?
What alternatives did you evaluate?
What do they do well? Where could they improve?
How likely are you to renew/expand? What would change that?
If they raised prices 10-20%, how would you react?
Step 3: Benchmarks & Context
For each key topic, provide relevant benchmarks:
Industry growth rates and margin profiles
Comparable company metrics (if comps analysis exists in session)
Data points from the CIM or data room that warrant follow-up
Discrepancies between different data sources to clarify
Step 4: Red Flags to Probe
Based on what's known, flag specific areas to dig into:
Inconsistencies in the CIM or financials
Customer concentration or churn signals
Management team gaps or recent departures
Unusual accounting treatments
Missing data room items
Step 5: Output
One-page meeting prep doc:
Meeting logistics: Who, when, where, duration
Objectives: Top 3 things you need to learn from this meeting
Question list: Prioritized, grouped by topic (star the must-asks)
Benchmarks: Key numbers to reference
Red flags: Specific items to probe
Follow-up items: What to request after the meeting
Important Notes
Lead with open-ended questions — let management talk, then follow up on specifics
Don't lead the witness — ask neutral questions, not "isn't it true that..."
Take notes on body language and confidence levels, not just answers
Always end with: "What haven't we asked about that we should?"
Keep the question list to 15-20 max — you won't get through more in a 60-90 min session
Files
- ATTRIBUTION.mdAdded by AutoGineer928 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md4.2 KiB
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Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Security
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Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/dd-meeting-prep · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
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