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Due Diligence Checklist

Official

Streamline your deal diligence.

Finance & Accounting#checklist#risk assessment#deal analysis#due diligence#M&A#private equity
Authoranthropics
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the creation and tracking of comprehensive due diligence checklists, ensuring no critical area is overlooked during deal evaluation.

Core Features & Use Cases

  • Tailored Checklists: Generates checklists specific to industry, deal type, and complexity.
  • Workstream Coverage: Includes detailed items for Financial, Commercial, Legal, Operational, HR, IT, and ESG due diligence.
  • Status Tracking: Provides a clear system for monitoring the progress of each diligence item.
  • Red Flag Identification: Facilitates the summary and escalation of critical issues.
  • Use Case: When kicking off the diligence phase for a software acquisition, use this Skill to generate a tailored checklist covering financial health, customer retention, technology stack, and data privacy.

Quick Start

Use the dd checklist skill to generate a diligence checklist for a software acquisition.

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: Due Diligence Checklist
Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#due-diligence-checklist

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