financial-due-diligence
Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial assessment. Produces a document request list, key analytical questions, red flags checklist, and a summarised financial health assessment.
npx skills add mohitagw15856/pm-claude-skills --skill financial-due-diligence --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Financial Due Diligence Skill Produces a structured financial due diligence framework — document request list and analytical questions — for any investment, acquisition, or significant commercial relationship. ## Required Inputs - **Transaction type** (acquisition / investment / partnership / supplier / fundraise) - **Stage of diligence** (initial screening / full DD / confirmatory) - **Target company type** (startup / SME / listed / subsidiary) - **Key concerns** (optional — e.g. revenue recognition, customer concentration) ## Output Structure ### 1. Document Request List **Financial Statements** - Audited accounts for last 3 years - Management accounts for current year (monthly) - Board-approved budget and latest reforecast - 3-year financial model with assumptions **Revenue** - Revenue by customer (top 20, % of total) - Revenue by product/segment - Contracted vs recurring vs one-off breakdown - Churn and renewal data **Costs** - Cost of sales breakdown - Headcount by department with compensation detail - Top 10 supplier contracts **Cash and Debt** - Bank statements (12 months) - Debt schedule with covenants and maturity - Working capital analysis **Tax** - Last 3 years tax ret
- Required Inputs
- Output Structure
- 1. Document Request List
- 2. Key Analytical Questions
- 3. Red Flags Checklist
- 4. Summary Output Template
- Quality Checks
- Anti-Patterns
- Example Trigger Phrases
What does the financial-due-diligence skill do?
Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial assessment. Produces a document request list, key analytical questions, red flags checklist, and a summarised financial health assessment.
How do I install it?
Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-due-diligence --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From mohitagw15856/pm-claude-skills, a repository with 1,255 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.