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Use when financial-services work requires prep for a diligence meeting or expert call.
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Based on SOC occupation classification
Use when financial-services work requires processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent..
Use when financial-services work requires reconciles general ledger to subledger across asset classes for a trade date — finds breaks, traces root cause, and routes the exception report for sign-off. Use for daily or month-end recon runs; not for journal-entry posting (use month-end-closer for that)..
Use when financial-services work requires parses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for transaction monitoring..
Use when financial-services work requires produces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when an analyst or PM asks for a primer on a sector or theme; not for single-name coverage updates (use earnings-reviewer for that)..
Use when financial-services work requires builds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar event..
Use when financial-services work requires builds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not for updating an existing coverage model (use earnings-reviewer for that)..
| name | fsi-command-dd-prep |
| description | Use when financial-services work requires prep for a diligence meeting or expert call. |
| version | 0.1.0 |
| author | Changhochien |
| license | MIT |
| platforms | ["linux","macos","windows"] |
| metadata | {"hermes":{"tags":["command","dd-prep","financial-services","private-equity"],"related_skills":[]}} |
This is the Hermes profile equivalent of the original Cowork slash command /dd-prep from private-equity. Invoke it explicitly with /skill fsi-command-dd-prep or ask in natural language for this workflow.
/dd-prep or a dd prep financial-services workflow.Load the dd-meeting-prep skill and generate targeted questions, benchmarks, and red flags to probe.
If details are provided, use them. Otherwise ask for the company, meeting type (management presentation, expert call, customer reference), and topic focus.
/skill fsi-command-dd-prep