Dd Meeting Prep

---
name: dd-meeting-prep
description: "Use this skill when the task requires dd meeting prep capabilities."
executor: LLM_BEHAVIOR
skill_id: finance.private_equity.dd_meeting_prep_3
status: ADOPTED
security: {level: high, pii: true, approval_required: true}
anchors:
  - finance
  - customer_success
tier: 2
input_schema:
  - name: code_or_task
    type: string
    description: "Code snippet, script, or task description to process"
    required: true
  - name: context
    type: string
    description: "Additional context or background information"
    required: false
output_schema:
  - name: result
    type: string
    description: "Generated or refactored code output"
  - name: explanation
    type: string
    description: "Explanation of changes or implementation decisions"
---
# Diligence Meeting Prep

description: "Analyze — Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to ref"
## 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

Organize questions by priority and topic. Structure depends on meeting type:

#### Management Presentation
**Business Overview (warm-up)**
- Walk us through the founding story and key milestones
- How do you describe the business to someone unfamiliar with the space?
- What are you most proud of? What would you do differently?

**Revenue & Growth**
- Walk us through revenue by customer/segment/geography
- What's driving growth? Price vs. volume vs. new customers
- What does the sales cycle look like? How has win rate trended?
- Where do you see the biggest growth opportunities in the next 3-5 years?

**Competitive Positioning**
- Who do you lose deals to and why?
- What's your moat? How defensible is it?
- How do customers evaluate you vs. alternatives?

**Operations & Team**
- Walk us through the org chart — who are the key people?
- What roles are you hiring for? What's been hardest to fill?
- What keeps you up at night operationally?

**Financial Deep-Dive**
- Walk us through the margin bridge — what's changed and why?
- Any one-time or non-recurring items we should understand?
- How do you think about capex — maintenance vs. growth?
- Working capital seasonality?

**Forward Look**
- Walk us through the budget/plan for next year
- What assumptions are you most/least confident in?
- What would need to go right/wrong to significantly beat/miss plan?

#### Expert Network Call
- How do you view [company]'s positioning in the market?
- What are the secular trends driving this space?
- Who are the strongest competitors and why?
- What risks should an investor be aware of?
- If you were buying this business, what would you diligence most carefully?

#### Customer Reference Call
- How did you find [company] and why did you choose them?
- What alternatives did you evaluate?
- What do they do well? Where could they improve?
- How likely are you to renew/expand? What would change that?
- If they raised prices 10-20%, how would you react?

### Step 3: Benchmarks & Context

For each key topic, provide relevant benchmarks:
- Industry growth rates and margin profiles
- Comparable company metrics (if comps analysis exists in session)
- Data points from the CIM or data room that warrant follow-up
- Discrepancies between different data sources to clarify

### Step 4: Red Flags to Probe

Based on what's known, flag specific areas to dig into:
- Inconsistencies in the CIM or financials
- Customer concentration or churn signals
- Management team gaps or recent departures
- Unusual accounting treatments
- Missing data room items

### Step 5: Output

One-page meeting prep doc:
1. **Meeting logistics**: Who, when, where, duration
2. **Objectives**: Top 3 things you need to learn from this meeting
3. **Question list**: Prioritized, grouped by topic (star the must-asks)
4. **Benchmarks**: Key numbers to reference
5. **Red flags**: Specific items to probe
6. **Follow-up items**: What to request after the meeting

## Important Notes

- Lead with open-ended questions — let management talk, then follow up on specifics
- Don't lead the witness — ask neutral questions, not "isn't it true that..."
- Take notes on body language and confidence levels, not just answers
- Always end with: "What haven't we asked about that we should?"
- Keep the question list to 15-20 max — you won't get through more in a 60-90 min session

---

## Why This Skill Exists

Analyze — Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to ref

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## When to Use

Use this skill when the task requires dd meeting prep capabilities.

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## What If Fails

If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.

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