[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718JASAX5DYBAM43GQCE26D":3,"skill-same:01M718JASAX5DYBAM43GQCE26D":66},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":39,"linkOnly":40,"markdownContent":41,"markdownBody":42,"frontMatter":43,"refName":44,"commitSha":45,"skillDirectory":46,"forksCount":47,"repositoryHtmlUrl":48,"repositoryHomepageUrl":6,"ownerHtmlUrl":49,"ownerBlogUrl":50,"ownerDescription":6,"updatedAt":51,"install":52,"resources":65},"01M718JASAX5DYBAM43GQCE26D","dd-checklist",null,"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\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41213,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdd-checklist\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"dd","checklist","dd checklist","request","tracker","generate","deal","track","with","type","review","diligence tracker","when","use","triggers","company","escalation","target","do","complexity","2026-11-10 10:12:30",false,"---\nname: dd-checklist\ndescription: 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\".\n---\n\n# Due Diligence Checklist\n\n## Workflow\n\n### Step 1: Scope the Diligence\n\nAsk the user for:\n- **Target company**: Name, sector, business model\n- **Deal type**: Platform acquisition, add-on, growth equity, recap, carve-out\n- **Deal size \u002F complexity**: Determines depth of diligence\n- **Key concerns**: Any known issues to prioritize (customer concentration, regulatory, environmental, etc.)\n- **Timeline**: When is LOI \u002F close targeted?\n\n### Step 2: Generate Workstream Checklists\n\nGenerate a checklist across all major workstreams, tailored to the sector:\n\n**Financial Due Diligence**\n- Quality of earnings (QoE) — revenue and EBITDA adjustments\n- Working capital analysis — normalized vs. actual\n- Debt and debt-like items\n- Capital expenditure (maintenance vs. growth)\n- Tax structure and exposure\n- Audit history and accounting policies\n- Pro forma adjustments (run-rate, synergies)\n\n**Commercial Due Diligence**\n- Market size and growth (TAM\u002FSAM\u002FSOM)\n- Competitive positioning and market share\n- Customer analysis — concentration, retention, NPS\n- Pricing power and contract structure\n- Sales pipeline and backlog\n- Go-to-market effectiveness\n\n**Legal Due Diligence**\n- Corporate structure and org chart\n- Material contracts (customer, supplier, partnership)\n- Litigation history and pending claims\n- IP portfolio and protection\n- Regulatory compliance\n- Employment agreements and non-competes\n\n**Operational Due Diligence**\n- Management team assessment\n- Organizational structure and key person risk\n- IT systems and infrastructure\n- Supply chain and vendor dependencies\n- Facilities and real estate\n- Insurance coverage\n\n**HR \u002F People Due Diligence**\n- Org chart and headcount trends\n- Compensation benchmarking\n- Benefits and pension obligations\n- Key employee retention risk\n- Culture assessment\n- Union\u002Flabor agreements\n\n**IT \u002F Technology Due Diligence** (for tech-enabled businesses)\n- Technology stack and architecture\n- Technical debt assessment\n- Cybersecurity posture\n- Data privacy compliance (GDPR, CCPA, SOC2)\n- Product roadmap and R&D spend\n- Scalability assessment\n\n**Environmental \u002F ESG** (where applicable)\n- Environmental liabilities\n- Regulatory compliance history\n- ESG risks and opportunities\n\n### Step 3: Status Tracking\n\nFor each item, track:\n\n| Item | Workstream | Priority | Status | Owner | Notes |\n|------|-----------|----------|--------|-------|-------|\n| QoE report | Financial | P0 | Pending | | |\n| Customer interviews | Commercial | P0 | In Progress | | 3 of 10 complete |\n\nStatus options: Not Started → Requested → Received → In Review → Complete → Red Flag\n\n### Step 4: Red Flag Summary\n\nMaintain a running list of red flags discovered during diligence:\n- What was found\n- Which workstream\n- Severity (deal-breaker \u002F significant \u002F manageable)\n- Mitigant or path to resolution\n- Impact on valuation or deal terms\n\n### Step 5: Output\n\n- Excel workbook with tabs per workstream (default)\n- Summary dashboard: % complete by workstream, outstanding items, red flags\n- Weekly status update format for deal team\n\n## Sector-Specific Additions\n\nAutomatically add relevant items based on sector:\n- **Software\u002FSaaS**: ARR quality, cohort analysis, hosting costs, SOC2\n- **Healthcare**: Regulatory approvals, reimbursement risk, payor mix\n- **Industrial**: Equipment condition, environmental remediation, safety record\n- **Financial services**: Regulatory capital, compliance history, credit quality\n- **Consumer**: Brand health, channel mix, seasonality, inventory management\n\n## Important Notes\n\n- Prioritize P0 items that are gating to LOI or close\n- Flag items where the seller is slow to respond — may indicate issues\n- Cross-reference data room contents against the checklist to identify gaps\n- Update the checklist as diligence progresses — it's a living document\n","# Due Diligence Checklist\n\n## Workflow\n\n### Step 1: Scope the Diligence\n\nAsk the user for:\n- **Target company**: Name, sector, business model\n- **Deal type**: Platform acquisition, add-on, growth equity, recap, carve-out\n- **Deal size \u002F complexity**: Determines depth of diligence\n- **Key concerns**: Any known issues to prioritize (customer concentration, regulatory, environmental, etc.)\n- **Timeline**: When is LOI \u002F close targeted?\n\n### Step 2: Generate Workstream Checklists\n\nGenerate a checklist across all major workstreams, tailored to the sector:\n\n**Financial Due Diligence**\n- Quality of earnings (QoE) — revenue and EBITDA adjustments\n- Working capital analysis — normalized vs. actual\n- Debt and debt-like items\n- Capital expenditure (maintenance vs. growth)\n- Tax structure and exposure\n- Audit history and accounting policies\n- Pro forma adjustments (run-rate, synergies)\n\n**Commercial Due Diligence**\n- Market size and growth (TAM\u002FSAM\u002FSOM)\n- Competitive positioning and market share\n- Customer analysis — concentration, retention, NPS\n- Pricing power and contract structure\n- Sales pipeline and backlog\n- Go-to-market effectiveness\n\n**Legal Due Diligence**\n- Corporate structure and org chart\n- Material contracts (customer, supplier, partnership)\n- Litigation history and pending claims\n- IP portfolio and protection\n- Regulatory compliance\n- Employment agreements and non-competes\n\n**Operational Due Diligence**\n- Management team assessment\n- Organizational structure and key person risk\n- IT systems and infrastructure\n- Supply chain and vendor dependencies\n- Facilities and real estate\n- Insurance coverage\n\n**HR \u002F People Due Diligence**\n- Org chart and headcount trends\n- Compensation benchmarking\n- Benefits and pension obligations\n- Key employee retention risk\n- Culture assessment\n- Union\u002Flabor agreements\n\n**IT \u002F Technology Due Diligence** (for tech-enabled businesses)\n- Technology stack and architecture\n- Technical debt assessment\n- Cybersecurity posture\n- Data privacy compliance (GDPR, CCPA, SOC2)\n- Product roadmap and R&D spend\n- Scalability assessment\n\n**Environmental \u002F ESG** (where applicable)\n- Environmental liabilities\n- Regulatory compliance history\n- ESG risks and opportunities\n\n### Step 3: Status Tracking\n\nFor each item, track:\n\n| Item | Workstream | Priority | Status | Owner | Notes |\n|------|-----------|----------|--------|-------|-------|\n| QoE report | Financial | P0 | Pending | | |\n| Customer interviews | Commercial | P0 | In Progress | | 3 of 10 complete |\n\nStatus options: Not Started → Requested → Received → In Review → Complete → Red Flag\n\n### Step 4: Red Flag Summary\n\nMaintain a running list of red flags discovered during diligence:\n- What was found\n- Which workstream\n- Severity (deal-breaker \u002F significant \u002F manageable)\n- Mitigant or path to resolution\n- Impact on valuation or deal terms\n\n### Step 5: Output\n\n- Excel workbook with tabs per workstream (default)\n- Summary dashboard: % complete by workstream, outstanding items, red flags\n- Weekly status update format for deal team\n\n## Sector-Specific Additions\n\nAutomatically add relevant items based on sector:\n- **Software\u002FSaaS**: ARR quality, cohort analysis, hosting costs, SOC2\n- **Healthcare**: Regulatory approvals, reimbursement risk, payor mix\n- **Industrial**: Equipment condition, environmental remediation, safety record\n- **Financial services**: Regulatory capital, compliance history, credit quality\n- **Consumer**: Brand health, channel mix, seasonality, inventory management\n\n## Important Notes\n\n- Prioritize P0 items that are gating to LOI or close\n- Flag items where the seller is slow to respond — may indicate issues\n- Cross-reference data room contents against the checklist to identify gaps\n- Update the checklist as diligence progresses — it's a living document\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdd-checklist",5739,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":53,"prompt":63,"zipAvailable":64},[54,57,60],{"tool":55,"command":56},"npx","npx skills add anthropics\u002Ffinancial-services --skill dd-checklist",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill dd-checklist",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill dd-checklist","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdd-checklist\u002FSKILL.md",true,[],[67,90,114,135,161,179],{"skillNo":68,"name":69,"nameZh":6,"description":70,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":71,"categories":72,"keywords":73,"publishedAt":39},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[74,75,76,77,78,79,80,81,82,83,33,84,85,32,86,31,87,27,88,89],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","materials","cost","acquisition",{"skillNo":91,"name":92,"nameZh":6,"description":93,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":94,"categories":95,"keywords":96,"publishedAt":39},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[97,98,99,100,101,102,103,104,33,105,32,31,106,107,108,109,110,111,112,113],"unit","economics","unit economics","cohort analysis","recurring","essential","for","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":115,"name":116,"nameZh":6,"description":117,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":118,"categories":119,"keywords":120,"publishedAt":39},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[121,107,122,123,124,125,126,103,127,128,129,33,130,32,31,131,132,25,133,134],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","build","models",{"skillNo":136,"name":137,"nameZh":6,"description":138,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":139,"categories":140,"keywords":149,"publishedAt":39},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[141,146],{"categoryNo":142,"categoryName":143,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":147,"categoryName":148,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000004","电子表格",[150,151,152,153,154,155,156,34,33,32,31,29,157,108,87,158,26,77,159,160],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","check","packages","covenant","how",{"skillNo":162,"name":163,"nameZh":6,"description":164,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":165,"categories":166,"keywords":167,"publishedAt":39},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[168,169,170,79,171,103,172,129,33,173,32,174,31,107,87,175,25,176,177,178],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":180,"name":181,"nameZh":6,"description":182,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":183,"categories":184,"keywords":188,"publishedAt":39},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[185],{"categoryNo":186,"categoryName":187,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000005","邮件与沟通",[189,190,25,36,191,192,103,34,33,193,194,195,32,196,31,197,198,157,175,199],"sourcing","deal sourcing","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]