dd-meeting-prep

dd-meeting-prep is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (961 once invoked), scanned A, a copy of dd-meeting-prep, Apache-2.0.

Preparation for a due diligence meeting, where an investor checks a company's claims, finances, operations, and risks before making a deal. It creates focused questions and useful comparison points for different types of calls.

In plain words
What is it for?
Use it before management presentations, expert calls, customer reference checks, adviser meetings, or site visits.
Why use it?
It helps prevent important issues from being missed during meetings with management, experts, customers, or advisers.

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 before management presentations, expert calls, customer reference checks, adviser meetings, or site visits.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/dd-meeting-prep"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/dd-meeting-prep.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 961 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 $0.00961
Opus 5 $0.00000 $0.00481
Sonnet 5 $0.00000 $0.00192
Haiku 4.5 $0.00000 $0.00096

Measured 7d ago against content hash 28a8826e83de, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

dd-meeting-prep 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 7d 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-meeting-prep — 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-meeting-prep/SKILL.md · 101 lines

How it starts

The opening of the file, as written. The whole thing — 101 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Diligence Meeting Prep

description: 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. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".

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?

Read the full file on GitHub · 101 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. 7d ago First seen · 101 lines · 0 tokens per session scan A 28a8826e83de

Subscribe to this mod's changes

dd-meeting-prep 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 961 tokens. A static security scan graded it A with 0 findings. It is 100% identical to dd-meeting-prep, differing in 0 lines, and is treated as a copy.

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