Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call.
Install
npx skills add anthropics/financial-services --skill dd-meeting-prepnpx skills add anthropics/financial-services --skill dd-meeting-prep -a claude-code -gnpx skills add anthropics/financial-services --skill dd-meeting-prep -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/private-equity/skills/dd-meeting-prepgh skill install anthropics/financial-services dd-meeting-prepgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep ~/.claude/skills/dd-meeting-prep # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep ~/.agents/skills/dd-meeting-prep # Codex, Cursor, Gemini CLI, Copilot, OpenCode