How to use Financial Due Diligence in your AI agent

What you'll get

This skill generates a structured financial due diligence checklist when you're evaluating an investment, acquisition, partnership, or major vendor relationship. It produces a document request list, analytical questions to guide your review, and a red flags checklist so you know what to watch for. Perfect for founders evaluating acquisition targets, operators vetting suppliers, or anyone who needs to assess a company's financial health without being a CFO.

Step 1 — Get the skill source URL

The Financial Due Diligence skill lives at:

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Add the agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-due-diligence to my project.

Install this agent skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-due-diligence

Add this skill to .codex/skills/: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-due-diligence

Add the skill at https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-due-diligence to my .gemini/skills/ directory.

Install this agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-due-diligence

Add this skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-due-diligence

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

• Evaluating an acquisition target or investment opportunity and need to know what financial info to request
• Vetting a major supplier or partner and want to assess their financial stability
• Preparing for a board meeting or investor discussion and need a structured financial review framework
• Understand financial health but don't have a finance background

What this skill does

• Creates a tailored document request list covering financials, revenue, costs, cash, debt, and tax
• Generates key analytical questions about revenue quality, margins, cash conversion, and liabilities
• Provides a red flags checklist highlighting common warning signs like customer concentration or aggressive accounting
• Outputs a summary assessment template to rate revenue quality, margin sustainability, cash generation, and overall risk