dd-checklist

dd-checklist is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (915 once invoked), scanned A, a copy of dd-checklist, Apache-2.0.

A structured checklist for due diligence, the investigation carried out before buying or investing in a company. It organizes information requests and review tasks across areas such as finance, operations, legal matters, and technology.

In plain words
What is it for?
Use it to start an investigation, organize a data room review, track outstanding requests, and flag risks for a specific company or deal type.
Why use it?
It makes it easier to see what has been requested, what is still missing, and which findings need attention before a deal progresses.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the private-equity plugin — 9 skills, 9 commands shipped together

Good fit Use it to start an investigation, organize a data room review, track outstanding requests, and flag risks for a specific company or deal type.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/dd-checklist
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill dd-checklist
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install private-equity, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for dd-checklist

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/dd-checklist/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/dd-checklist)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/dd-checklist"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/dd-checklist/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for dd-checklist

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/dd-checklist"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/dd-checklist.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 915 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00915
Opus 5 $0.00000 $0.00458
Sonnet 5 $0.00000 $0.00183
Haiku 4.5 $0.00000 $0.00092

Measured 6d ago against content hash 46cdd4926297, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

dd-checklist scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to dd-checklist — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

private-equity/skills/dd-checklist/SKILL.md · 115 lines

How it starts

The opening of the file, as written. The whole thing — 115 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Due Diligence Checklist

description: Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".

Workflow

Step 1: Scope the Diligence

Ask the user for:

  • Target company: Name, sector, business model
  • Deal type: Platform acquisition, add-on, growth equity, recap, carve-out
  • Deal size / complexity: Determines depth of diligence
  • Key concerns: Any known issues to prioritize (customer concentration, regulatory, environmental, etc.)
  • Timeline: When is LOI / close targeted?

Step 2: Generate Workstream Checklists

Generate a checklist across all major workstreams, tailored to the sector:

Financial Due Diligence

  • Quality of earnings (QoE) — revenue and EBITDA adjustments
  • Working capital analysis — normalized vs. actual
  • Debt and debt-like items
  • Capital expenditure (maintenance vs. growth)
  • Tax structure and exposure
  • Audit history and accounting policies
  • Pro forma adjustments (run-rate, synergies)

Commercial Due Diligence

  • Market size and growth (TAM/SAM/SOM)
  • Competitive positioning and market share
  • Customer analysis — concentration, retention, NPS
  • Pricing power and contract structure
  • Sales pipeline and backlog
  • Go-to-market effectiveness

Legal Due Diligence

  • Corporate structure and org chart
  • Material contracts (customer, supplier, partnership)
  • Litigation history and pending claims
  • IP portfolio and protection
  • Regulatory compliance
  • Employment agreements and non-competes

Operational Due Diligence

  • Management team assessment
  • Organizational structure and key person risk
  • IT systems and infrastructure
  • Supply chain and vendor dependencies
  • Facilities and real estate
  • Insurance coverage

Read the full file on GitHub · 115 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 115 lines · 0 tokens per session scan A 46cdd4926297

Subscribe to this mod's changes

dd-checklist is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 915 tokens. A static security scan graded it A with 0 findings. It is 100% identical to dd-checklist, differing in 0 lines, and is treated as a copy.

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