Private Equity Due Diligence Tracker
Build and manage sector-specific diligence checklists with status tracking and red-flag escalation.
The skill only specifies generating and tracking diligence checklists; it declares no external access, writes, or transaction execution, and it asks the user for scope inputs, so no clear overreach or red-line risk is visible. Points are deducted because it does not address sensitive deal-data handling, data flows, user confirmation, rollback, external effects, or dependency security. Repository attribution and Apache-2.0 licensing provide governance evidence, but the skill itself lacks explicit attribution.
The workflow steps, workstream checklist, status values, and red-flag fields are broadly self-consistent and make the happy path understandable. Points are deducted for missing handling of invalid or incomplete inputs, conflicting statuses, failure feedback, and recovery, as well as no explanation of how the Excel workbook is actually produced. Static review found no skill-specific tests, so the score remains below the static cap.
The audience, diligence-kickoff and data-room scenarios, trigger phrases, input fields, and several sector extensions are reasonably clear. Points are deducted because non-fit ranges, sector boundaries, Chinese-language behavior, and localization are unspecified. It does not explicitly depend on an overseas service, but Excel-output and host-environment compatibility are not explained.
The document uses a readable stepwise workflow with progressive workstream grouping, clear status fields, and a stated default output. The repository supplies Apache-2.0 licensing, contribution guidance, and general CI validation signals. Points are deducted because the skill lacks examples, FAQs, known limitations, a version, changelog, explicit maintenance owner, and update path.
The checklist covers financial, commercial, legal, operational, people, technology, and ESG diligence, with priorities, owners, statuses, and red-flag summaries that are useful for organizing work. Points are deducted because no representative output or verification is provided, and the workbook, dashboard, and weekly update still depend on host capabilities or manual assembly. Evidence for completeness and marginal advantage over manual alternatives is limited, so the score stays below the static cap.
The skill provides auditable inputs, steps, fields, and output declarations, while the repository shows general plugin-validation and secret-scanning workflows. Points are deducted because those workflows do not cover the skill's key behavior, and there are no committed skill-level tests, independent review, or execution results. Static evidence therefore supports only a limited score.
- The stated default outputs include an Excel workbook and summary dashboard, but no host capability or file-persistence method is specified; confirm these before deployment.
- Diligence may involve confidential financial, legal, and personnel data; the skill lacks masking, access-control, retention, and data-flow guidance, so organizational controls are required.
- The heuristic that slow seller responses may indicate issues can introduce bias and should not be treated as an unverified red-flag conclusion.
What does this skill do, and when should you use it?
This skill organizes due diligence for private equity transactions. It tailors checklists to the target company’s sector, deal type, size, complexity, known concerns, and timeline. Coverage includes financial, commercial, legal, operational, people, technology, and applicable environmental or ESG workstreams, with fields for priority, status, owner, and notes. It also maintains a red-flag summary and specifies an Excel workbook, dashboard, and weekly deal-team update as outputs.
Asks for the target company, sector, business model, deal type, deal size or complexity, key concerns, and timeline; generates workstream checklists; records each item’s workstream, priority, status, owner, and notes; uses the statuses Not Started, Requested, Received, In Review, Complete, and Red Flag; summarizes findings, severity, mitigants, and effects on valuation or deal terms; and structures an Excel workbook with workstream tabs, a completion dashboard, and a weekly status update format.
- A private equity team launching platform or add-on acquisition diligence needs a sector-tailored request list.
- A deal team reviewing a data room needs to track received materials, missing items, and follow-ups.
- A project lead needs to prioritize P0 diligence items gating LOI or closing.
- A deal team needs weekly visibility into workstream completion, outstanding requests, and red flags.
- A team diligencing software, healthcare, industrial, financial-services, or consumer targets needs sector-specific additions.
What are this skill's strengths and limitations?
- Tailors the checklist to sector, deal type, and transaction complexity.
- Covers major diligence workstreams with P0 prioritization and red-flag escalation.
- Captures requests, statuses, owners, notes, mitigants, and valuation or term impacts.
- Defines a practical output structure for workbook tabs, a dashboard, and weekly updates.
- The SKILL.md shows no data-room, CRM, or other external-system connector.
- It depends on the user supplying transaction context and risk priorities.
- Although an Excel workbook and dashboard are specified, no generation tool or template is documented.
- Technology and environmental/ESG coverage is conditional on the sector and situation.
How do you install this skill?
In Cowork, open “Settings → Plugins → Add plugin,” paste https://github.com/anthropics/financial-services, and select the private-equity vertical from the marketplace list. The skill is located at plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md. The README does not provide a specific Claude Code installation command for this vertical.
How do you use this skill?
After installation, provide the target company, sector and business model, deal type, deal size or complexity, key concerns, and target LOI or closing date. Example: “Generate a diligence checklist for a SaaS platform acquisition, prioritize customer concentration, ARR quality, and SOC2, and track data-room gaps by P0 through P2.” Supported trigger phrases include “dd checklist,” “due diligence tracker,” “diligence request list,” “what do we still need,” and “data room review.”