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.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

What to give it

• 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) — optional — e.g. revenue recognition, customer concentration

Related skills