dd-meeting-prep

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?