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Use when financial-services work requires generate a due diligence checklist.
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Basado en la clasificación ocupacional SOC
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-checklist |
| description | Use when financial-services work requires generate a due diligence checklist. |
| version | 0.1.0 |
| author | Changhochien |
| license | MIT |
| platforms | ["linux","macos","windows"] |
| metadata | {"hermes":{"tags":["command","dd-checklist","financial-services","private-equity"],"related_skills":[]}} |
This is the Hermes profile equivalent of the original Cowork slash command /dd-checklist from private-equity. Invoke it explicitly with /skill fsi-command-dd-checklist or ask in natural language for this workflow.
/dd-checklist or a dd checklist financial-services workflow.Load the dd-checklist skill and generate a comprehensive, sector-tailored due diligence checklist with status tracking.
If a company name is provided, use it. Otherwise ask the user for the target company and deal details.
/skill fsi-command-dd-checklist