What do I need to use Financial Due Diligence?

Transaction type; Stage of diligence; Target company type; Key concerns (optional).

Is Financial Due Diligence free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Financial Due Diligence

Q: How do I know the Financial Due Diligence output is good?

The skill verifies itself against its own 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.

🔵 Stable🕐 updated 2026-06-08 🔷 SkillSpec L3 pm-finance

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.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“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”

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

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓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

⚠️ What it refuses to do

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

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

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💬 Discussion

Financial Due Diligence is one of 1174 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog