Agent skill

The Due Diligence Call

by mohitagw15856 in mohitagw15856/pm-claude-skills

Simulate the due-diligence call where an acquirer's or investor's analyst takes your metrics apart — the questions behind the spreadsheet, the moment a number wobbles, and a debrief on which answers…

MITAuto-check passedBusiness, Finance & HR

Install The Due Diligence Call

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

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

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills the-due-diligence-call --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/the-due-diligence-call .claude/skills/the-due-diligence-call && 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
the-due-diligence-call
GitHub stars
1.4k
Token cost
~1.4k tokens
SKILL.md length
679 words
Files
2 (incl. references)
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Simulate the due-diligence call where an acquirer's or investor's analyst takes your metrics apart — the questions behind the spreadsheet, the moment a number wobbles, and a debrief on which answers…

  • Works in 5 steps: Reconciliation beats interrogation: the… → Definitions are the trapdoors: "active… → The bridge questions: every impressive… → …
  • Asked simulate due diligence on my startup
  • SKILL.md covers What This Skill Produces, Required Inputs, Framework: The Analyst's Moves and Output Format, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

The Due Diligence Call is an agent skill from mohitagw15856/pm-claude-skills. Simulate the due-diligence call where an acquirer's or investor's analyst takes your metrics apart — the questions behind the spreadsheet, the moment a number wobbles, and a debrief on which answers create risk. Use when asked simulate due diligence on my startup, stress-test my metrics before the raise, what will the acquirer's analyst ask, or prep me for the DD call. Produces the call transcript with the analyst's private notes, the internal memo they write afterward, and a debrief separating fixable…

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/worked-example.md`).

It sits in Business, Finance & HR, covering Fundraising and pitch decks and Excel spreadsheets. 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 simulate due diligence on my startup
  • Stress-test my metrics before the raise
  • What will the acquirers analyst ask
  • Prep me for the DD call

Example prompts

  • “s or investor”
  • “/the-due-diligence-call”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Reconciliation beats interrogation: the analyst's core move is asking for the same number two ways ("NRR is 150%? What was that cohort's…
  2. Definitions are the trapdoors: "active user," "recurring," "gross margin," "pipeline" — each gets a "how exactly do you define that?" and…
  3. The bridge questions: every impressive metric gets bridged to cash ("if retention is that strong, why does the burn say otherwise?")…
  4. Concentration and cliffs: top-customer revenue share, the contract renewal dates, the one channel behind CAC — the analyst hunts single…
  5. The honesty asymmetry: a soft number disclosed with its story ("NRR is 118% excluding our one enterprise expansion; with it, 150% — here's…

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

The Due Diligence Call loads about 1.4k tokens when it runs, and up to ~2.7k if it reads all its reference files. Until then it costs about 144 tokens; SKILL.md has 679 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~144
When it runs · the whole SKILL.md, loaded when a task matches
~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.7k

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). 679 words, ~1,356 tokens.

Download SKILL.mdSave it as .claude/skills/the-due-diligence-call/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
the-due-diligence-call
description
Simulate the due-diligence call where an acquirer's or investor's analyst takes your metrics apart — the questions behind the spreadsheet, the moment a number wobbles, and a debrief on which answers create risk. Use when asked simulate due diligence on my startup, stress-test my metrics before the raise, what will the acquirer's analyst ask, or prep me for the DD call. Produces the call transcript with the analyst's private notes, the internal memo they write afterward, and a debrief separating fixable presentation from fix-the-business findings.

The Due Diligence Call Skill

Founders present metrics; analysts reconcile them. The due-diligence call is where "150% net revenue retention" meets "walk me through the cohort math," and where numbers that were directionally fine become credibility problems because they don't tie to each other. This skill runs that call early — an analyst who has already read the data room, asking the questions the spreadsheet raised — then writes the internal memo and debriefs on the difference between numbers that need better presentation and numbers that need a better business. Honesty is structural: the exercise finds the wobbles so they can be fixed or disclosed, never dressed.

What This Skill Produces

  • The transcript — 12–18 exchanges, with the analyst's private note after each answer
  • The internal memo — what the analyst tells their partner/corp-dev lead: proceed / proceed-with-reps / pass, with the real reasons
  • The debrief — every wobble sorted: presentation-fixable / disclose-and-explain / fix-the-business

Required Inputs

Ask for these if not provided:

  • The metrics as presented — the deck's numbers: revenue, growth, retention/NRR, CAC/LTV, pipeline, burn — whatever's claimed
  • The underlying reality — how each is actually calculated, the known soft spots, anything that wouldn't survive a definitions question. The simulation only works on the truth; the analyst probes exactly where definition and headline diverge
  • The context — acquisition vs. fundraise (different paranoias: retention-of-what-they're-buying vs. growth-story integrity), stage, and who's on the call
  • The dread number — the metric they hope nobody recomputes; it gets recomputed

Framework: The Analyst's Moves

  1. Reconciliation beats interrogation: the analyst's core move is asking for the same number two ways ("NRR is 150%? What was that cohort's gross churn?") — inconsistency between answers, not any single answer, is what kills deals.
  2. Definitions are the trapdoors: "active user," "recurring," "gross margin," "pipeline" — each gets a "how exactly do you define that?" and the honest definition is compared against the headline's implication.
  3. The bridge questions: every impressive metric gets bridged to cash ("if retention is that strong, why does the burn say otherwise?"). Metrics that can't reach the P&L are marketing.
  4. Concentration and cliffs: top-customer revenue share, the contract renewal dates, the one channel behind CAC — the analyst hunts single points of failure the averages hide.
  5. The honesty asymmetry: a soft number disclosed with its story ("NRR is 118% excluding our one enterprise expansion; with it, 150% — here's why we quote both") builds trust; the same number discovered costs the deal premium. The debrief's whole job is moving items from discovered to disclosed.
Show full SKILL.md (272 more words)Show less

Output Format

DD Call: [company — context, analyst for whom]

Simulation — a plausible adversarial reading, not a prediction.

Transcript

[The call, grounded ONLY in supplied numbers; where a metric can't be reconciled from what was given, the analyst notices — that's the finding. Analyst's note: after each exchange.]

The Internal Memo

[To: partner/corp-dev. Recommendation with the real reasons — including the difference between what was said on the call and what the memo flags.]

Debrief — out of character

Wobble foundCategoryThe move
…Presentation-fixableRecompute and present both definitions side by side
…Disclose-and-explainThe disclosure sentence, drafted
…Fix-the-businessNo sentence fixes this; here's what would

[Plus: the reconciliation pack to build before the real call — the 5 numbers that must tie]

Quality Checks

  • Every analyst question traces to a supplied number or a noticed absence
  • At least one metric is asked for two ways, and the tie-out is checked
  • Definition questions hit every headline metric
  • The memo's real reasons differ from the call's polite surface where realistic
  • The debrief drafts actual disclosure sentences, not advice to "be transparent"

Anti-Patterns

  • Do not help dress numbers — the output moves soft spots to disclosed, never to hidden; requests to conceal end the exercise
  • Do not invent metrics to attack — absences and non-ties ARE the findings
  • Do not let charisma answers pass — the analyst follows up on vibes with arithmetic
  • Do not conflate the two contexts — acquirer paranoia and investor paranoia probe different organs
  • Do not stay in character in the debrief

Example Trigger Phrases

  • "Simulate due diligence on my startup."
  • "Stress-test my metrics before the raise."
  • "What will the acquirer's analyst ask?"
  • "Prep me for the DD call."

© 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

SKILL.md and 1 other file (references) in skills/the-due-diligence-call of mohitagw15856/pm-claude-skills.

  • SKILL.md
  • references/worked-example.md

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

The Due Diligence Call 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.

The Due Diligence Call compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
The Due Diligence Call this skillmohitagw15856/pm-claude-skills1.4k—~1.4kAutomated safety check: PassMIT
Datapack Builderw95/awesome-claude-corporate-skills2441 repos~6kAutomated safety check: PassMIT
Pitch Deckericrisco/rsc-harness180—~3.4kAutomated safety check: PassMIT
Cn Ib Diligence WorkpaperQiushenZou/cn-investment-banking-skills102—~1.4kAutomated safety check: PassApache-2.0
Officecli Commonly TemplatesTeam-Commonly/commonly1.4k—~1.7kAutomated safety check: PassApache-2.0
Replit Decksanqiufong/slides-from-anything1321 repos~2.9kAutomated safety check: PassApache-2.0

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Questions about The Due Diligence Call

What does The Due Diligence Call do?

Simulate the due-diligence call where an acquirer's or investor's analyst takes your metrics apart — the questions behind the spreadsheet, the moment a number wobbles, and a debrief on which answers…. The Due Diligence Call is an agent skill from mohitagw15856/pm-claude-skills. Simulate the due-diligence call where an acquirer's or investor's analyst takes your metrics apart — the questions behind the spreadsheet, the moment a number wobbles, and a debrief on which answers create risk.

When should I use The Due Diligence Call?

The Due Diligence Call fits situations like: asked simulate due diligence on my startup; stress-test my metrics before the raise; what will the acquirers analyst ask; prep me for the DD call.

How do I install The Due Diligence Call in Claude Code?

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

How do I install The Due Diligence Call in Codex?

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

Can I use The Due Diligence Call 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 the-due-diligence-call -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/the-due-diligence-call, .gemini/skills/the-due-diligence-call, .github/skills/the-due-diligence-call and .opencode/skills/the-due-diligence-call in your project.

What does The Due Diligence Call need to run?

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

Does The Due Diligence Call 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 The Due Diligence Call 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 The Due Diligence Call use?

The Due Diligence Call 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 The Due Diligence Call use?

About 1.4k tokens (SKILL.md is roughly 5.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.3k tokens, read only when the agent opens those files.

What are the alternatives to The Due Diligence Call?

Skills that share tags, products or a category with The Due Diligence Call: Datapack Builder (w95/awesome-claude-corporate-skills, 244 stars), Pitch Deck (ericrisco/rsc-harness, 180 stars), Cn Ib Diligence Workpaper (QiushenZou/cn-investment-banking-skills, 102 stars) and Officecli Commonly Templates (Team-Commonly/commonly, 1.4k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains The Due Diligence Call?

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.