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AI Blocks › Handle money and investing

Diligence meeting prep writer

Name the meeting and company. Get sharp questions, benchmarks and red flags to probe.

Diligence meeting prep writer is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.

Free · No account · Apache 2.0 licence · Made by nighomni123

Made by nighomni123. See the original on GitHub; we copied it as it is, with its licence.

What it does

A question list for a diligence meeting, ordered by priority, with the red flags to probe. You walk in knowing what to ask and what a weak answer sounds like. Start by naming the meeting type: management presentation, expert call, customer reference, advisor check-in or site visit. Add who attends, which area you are focused on, what you already know from the data room, and your main worries. The skill then builds the questions by topic. For a management meeting those include business overview, revenue and growth, competitive position, and operations. Early questions warm the room up, and later ones go after the numbers. Benchmarks help you judge the answers.

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How to use it

  1. Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
  2. Ask for the job in your own words. Your AI opens the skill when it fits.

Workflows that use it

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