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Private Equity · /dd-checklist

DD Checklist

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.

◆ Output

What it produces

Comprehensive DD checklist organized by workstream with status, priority, and outstanding items

◆ Audience

Best for

Deal launchdata room managementworkstream coordinationdeal team alignment
◆ Example prompts

Use it like this

After uploading this skill to Claude, type in the chat:

/dd-checklist Generate DD checklist for B2B SaaS acquisition
/dd-checklist What's still outstanding in our data room review?
/dd-checklist Track DD status for attached workstream list
◆ Installation

How to use this skill

1
Download the skill ZIP

Go to the DD Checklist folder on GitHub, download it as a ZIP file. Or download the full Private Equity vertical to get all 6 skills at once.

2
Upload to Claude

Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.

3
Type /dd-checklist in Claude

Open Claude, type /dd-checklist, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.

◆ Related
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