| name | dd-meeting-prep |
| description | Use this skill when the task requires dd meeting prep capabilities. |
| executor | LLM_BEHAVIOR |
| skill_id | finance.private_equity.dd_meeting_prep_3 |
| status | ADOPTED |
| security | {"level":"high","pii":true,"approval_required":true} |
| anchors | ["finance","customer_success"] |
| tier | 2 |
| input_schema | [{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}] |
| output_schema | [{"name":"result","type":"string","description":"Generated or refactored code output"},{"name":"explanation","type":"string","description":"Explanation of changes or implementation decisions"}] |
Diligence Meeting Prep
description: "Analyze — Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to ref"
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?