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dd-meeting-prep

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]".

plugins/vertical-plugins/private-equity/skills/dd-meeting-prep/SKILL.md

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Oct 28, 2026
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Apache-2.0

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# Diligence Meeting Prep

## 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