← Finance · Private Equity & Venture Capital · Due Diligence & Investment Decisions

dd-request-list

CorpSkill officialLow riskBy CorpSkillLicense: Apache-2.0

Build a tailored due-diligence request list (DRL) for a private equity or growth investment. Use when the user describes a target company or shares a CIM / teaser and asks for a diligence checklist, information request list, or what to ask management.

Use in Claude.ai (no code)

Download dd-request-list.zip
  1. In Claude.ai, open Settings → Capabilities → Skills
  2. Choose “Upload skill” and pick the zip you downloaded
  3. Turn it on, then describe your task in a chat. Claude uses the skill when it fits

Use in Claude Code and other agents

Claude Code plugin

/plugin marketplace add littlerobben10-hue/corpskill-skills
/plugin install private-equity@corpskill

skills CLI (installs every skill in the repository)

npx skills add littlerobben10-hue/corpskill-skills

Manual: Copy the plugins/private-equity/skills/dd-request-list folder to ~/.claude/skills/dd-request-list/

Safety scan report

Executable scripts: noneSuspicious patterns: 0Files: 1Content hash: 0a6f47c23537

The scan is static pattern matching. It catches common problems and is not a guarantee of safety. Read the source before installing a skill that ships scripts.

Source

littlerobben10-hue/corpskill-skills/plugins/private-equity/skills/dd-request-listIn plugins: private-equity
Files (1)
  • SKILL.md
SKILL.md
# Due-Diligence Request List

Produce a prioritized, deal-specific DRL that a deal team can send to the target, not a generic 400-line template.

## Workflow

1. **Frame the deal.** Capture: company, sector, business model (SaaS, manufacturing, services, marketplace…), deal type (buyout, minority growth, recap, add-on), approximate size, and the investment thesis in 1–2 sentences. Ask if the thesis is unknown — it drives prioritization.
2. **Identify thesis-critical questions.** List the 3–5 things that must be true for the thesis to work (e.g. "net revenue retention > 110%", "margin expansion from procurement"). Every P1 request must map to one of these.
3. **Build the list** across the workstreams below, adapting items to the business model. Drop items that do not apply; add sector-specific ones (e.g. cohort data for SaaS, capacity utilization for manufacturing, payer mix for healthcare).
4. **Prioritize.** P1 = needed before IOI / LOI, P2 = confirmatory, P3 = nice to have / pre-close.
5. **Output** as a table ready to paste into Excel, followed by the thesis-critical questions.

## Workstreams

- **Financial**: monthly P&L, BS, CF (3 yrs + YTD), revenue bridge, QoE adjustments, working capital seasonality, capex split (maintenance vs growth), budget vs actual
- **Commercial**: customer list with revenue by year, cohort / retention, top-20 concentration, pricing history, pipeline, churn reasons, market sizing support
- **Operational**: org chart, headcount by function, key supplier contracts, capacity, IT systems
- **Legal**: cap table, material contracts (change-of-control clauses), litigation, IP ownership, permits
- **HR**: comp & benefits, key-person agreements, equity plans, attrition
- **Tax**: filings by jurisdiction, open audits, transfer pricing, NOLs
- **ESG / Risk**: environmental liabilities, cybersecurity incidents, insurance coverage

## Output format

```
## Thesis-critical questions
1. <question> → requests #3, #7, #12

## Request list
| # | Workstream | Request | Priority | Thesis link | Format requested |
|---|---|---|---|---|---|
```