Agent skill

Financial Due Diligence

by mohitagw15856 in mohitagw15856/pm-claude-skills

Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership.

MITAuto-check passedBusiness, Finance & HR

Install Financial Due Diligence

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill financial-due-diligence -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills financial-due-diligence --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-due-diligence .claude/skills/financial-due-diligence && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
financial-due-diligence
GitHub stars
1.4k
Token cost
~996 tokens
SKILL.md length
456 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership.

  • Works in 4 steps: Document Request List → Key Analytical Questions → Red Flags Checklist → …
  • Asked for a due diligence checklist
  • SKILL.md covers Required Inputs, Output Structure, Quality Checks and Anti-Patterns, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Due Diligence is an agent skill from mohitagw15856/pm-claude-skills. 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.

Its SKILL.md is about 1000 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Fundraising and pitch decks. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked for a due diligence checklist
  • M&A financial review
  • Investment analysis framework
  • Vendor financial assessment

Example prompts

  • “/financial-due-diligence”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Document Request List
  2. Key Analytical Questions
  3. Red Flags Checklist
  4. Summary Output Template

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Due Diligence loads about 996 tokens when it runs. Until then it costs about 100 tokens; SKILL.md has 456 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~100
When it runs · the whole SKILL.md, loaded when a task matches
~996

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 456 words, ~996 tokens.

Download SKILL.mdSave it as .claude/skills/financial-due-diligence/SKILL.md (or your agent's skills folder).
name
financial-due-diligence
description
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.

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 returns
  • Any open enquiries
  • R&D tax credit claims
2. Key Analytical Questions

Revenue quality: Is revenue growing organically? What % is truly recurring? Customer concentration risk?

Margin analysis: Gross margin trend over 3 years? One-off items inflating EBITDA? Normalised EBITDA?

Cash conversion: Does profit convert to cash? Cash conversion cycle? Working capital red flags?

Debt and liabilities: Net debt position? Contingent liabilities? Covenant headroom?

3. Red Flags Checklist
  • Revenue concentration over 30% in one customer
  • Declining gross margins without explanation
  • EBITDA-to-cash conversion below 70%
  • Auditor qualifications or emphasis of matter
  • Related party transactions not at arm length
  • Aggressive revenue recognition
  • Growing debtor days with no explanation
4. Summary Output Template
  • Revenue quality: [Assessment]
  • Margin sustainability: [Assessment]
  • Cash generation: [Assessment]
  • Balance sheet risk: [Assessment]
  • Overall: Green Strong / Amber Acceptable / Red Material concerns
Show full SKILL.md (182 more words)Show less

Quality Checks

  • Document request list is tailored to the transaction type and stage — not a generic template
  • Red flags checklist covers revenue quality, margins, cash conversion, and balance sheet risk
  • Every analytical question connects to a specific risk the transaction presents
  • Summary output template is completed with an overall RAG assessment
  • Disclaimer that this is a framework and does not substitute for qualified financial or legal advice

Anti-Patterns

  • Do not present the checklist without tailoring it to the specific transaction type and stage of diligence
  • Do not overlook revenue concentration risk — customer concentration above 20–30% is a material risk that must be flagged
  • Do not confuse EBITDA with cash — always check cash conversion and identify non-cash items
  • Do not skip the related-party transaction review — undisclosed related-party dealings are a common due diligence failure point
  • Do not produce output without noting this is a framework and qualified financial and legal advice is required

Example Trigger Phrases

  • "Give me a financial due diligence checklist for [company type]"
  • "What documents should I request for financial DD?"
  • "Build a DD framework for our Series A investment"

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/financial-due-diligence of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Financial Due Diligence next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Due Diligence compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Due Diligence this skillmohitagw15856/pm-claude-skills1.4k—~996Automated safety check: PassMIT
Virtuals Protocol AcpVirtual-Protocol/openclaw-acp1681 repos~6.4kAutomated safety check: PassNone
Yc Applypedronauck/skills634—~1.3kAutomated safety check: PassNone
Storyline Buildersruthir28/enterprise-ai-skills1481 repos~1.9kAutomated safety check: PassMIT
Startup Pitchferdinandobons/startup-skill1.2k—~6.4kAutomated safety check: PassMIT
Dd SourcingAbilityai/trinity636—~664Automated safety check: PassApache-2.0

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Questions about Financial Due Diligence

What does Financial Due Diligence do?

Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Financial Due Diligence is an agent skill from mohitagw15856/pm-claude-skills. Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership.

When should I use Financial Due Diligence?

Financial Due Diligence fits situations like: asked for a due diligence checklist; M&A financial review; investment analysis framework; vendor financial assessment.

How do I install Financial Due Diligence in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-due-diligence -a claude-code`. Or copy the skill folder (skills/financial-due-diligence in mohitagw15856/pm-claude-skills) into .claude/skills/financial-due-diligence in your project. Claude Code loads it when a task matches its description.

How do I install Financial Due Diligence in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-due-diligence -a codex`. Or copy the skill folder (skills/financial-due-diligence in mohitagw15856/pm-claude-skills) into .agents/skills/financial-due-diligence in your project. Codex loads it when a task matches its description.

Can I use Financial Due Diligence in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill financial-due-diligence -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-due-diligence, .gemini/skills/financial-due-diligence, .github/skills/financial-due-diligence and .opencode/skills/financial-due-diligence in your project.

What does Financial Due Diligence need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Due Diligence is instructions for the agent only.

Does Financial Due Diligence access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Financial Due Diligence safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Financial Due Diligence use?

Financial Due Diligence is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Due Diligence use?

About 996 tokens (SKILL.md is roughly 4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Financial Due Diligence?

Skills that share tags, products or a category with Financial Due Diligence: Virtuals Protocol Acp (Virtual-Protocol/openclaw-acp, 168 stars), Yc Apply (pedronauck/skills, 634 stars), Storyline Builder (sruthir28/enterprise-ai-skills, 148 stars) and Startup Pitch (ferdinandobons/startup-skill, 1.2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Due Diligence?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.