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dd-checklist

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Due diligence for investments.

Finance & Accounting#checklist#investment#risk management#due diligence#private equity#illiquid assets
Authorhvkshetry
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the investment due diligence process by providing a structured checklist and a system for tracking critical red flags, ensuring thorough evaluation of private and illiquid investment opportunities.

Core Features & Use Cases

  • Structured Diligence Planning: Generates comprehensive checklists tailored to deal scope and workstreams (financial, commercial, legal, etc.).
  • Red Flag Tracking: Maintains a register for open items, owners, status, and severity, with escalation protocols.
  • Use Case: When evaluating a new private equity deal, use this Skill to generate a complete due diligence plan and track all identified risks and outstanding questions.

Quick Start

Generate a due diligence checklist for a new venture capital investment opportunity.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: dd-checklist
Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#dd-checklist

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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