Prepare Management Due-Diligence Questions in Claude Code
Build a short preparation brief for a management diligence call using user-provided context and clearly tracked information gaps.
中文Setup for Claude Code
Claude Code with the private-equity plugin. The official workflow focuses on due-diligence interviews. Use a local fictional brief for this example.
- In Claude Code, run claude plugin marketplace add anthropics/financial-services.
- Install with claude plugin install financial-analysis@claude-for-financial-services.
- Add the workflow with claude plugin install private-equity@claude-for-financial-services.
- Start Claude Code in a scratch directory. Invoke /dd-prep or ask for the dd-meeting-prep skill by name.
Example task
Give Claude a 20-minute fictional management call and a one-line note saying three customers account for 52 percent of revenue. Ask for four prioritized questions and a follow-up checklist. Keep the content in the current session.Expected result
The brief prioritizes concentration and contract renewal questions, distinguishes given facts from unknowns, and identifies what document could answer each major follow-up.
Upstream documentation
Original SKILL.md on GitHub · Apache-2.0 license · Source reviewed
Frequently asked question
Is the skill suitable for management-call preparation?
Yes. Give it the meeting type, participants, topic, and existing evidence so its questions are specific to that diligence call.