6 Claude Skills for Private Equity Due Diligence Teams
Six focused Claude skills for investment teams running structured private equity due diligence. Each skill encodes a specific DD workstream with named methods and IC-ready outputs: deal sourcing, CIM screening, commercial analysis, quality of earnings, management assessment, and legal compliance.
Free skills and prompts for Claude and strategy work
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Independent and unaffiliated. The skills, prompts, and frameworks referenced on this page are not created by, endorsed by, or affiliated with any consulting or financial-services firm whose methods may be referenced here. They are built on publicly available frameworks and ways of working, and are inspired by how such approaches are used to tackle complex business problems.
What this is
6 standalone Claude skills for private equity due diligence. Each skill is a small, uploadable file that teaches Claude how to run one high-value DD task with a repeatable, named method: proprietary sector mapping, CIM risk scoring, commercial market sizing, quality of earnings review, management team evaluation, and legal risk register construction.
The skills cover the core workstreams of a structured due diligence process. They are designed to run independently: load one skill for a specific workstream, or load all six for a full diligence engagement. Each is encoded with the analytical standards that investment committees expect before a capital decision.
For a broader view of Claude across the full deal lifecycle, including LBO modelling and IC memo drafting, see the companion 8-stage private equity skill set. For investment banking workflows, see Claude skills for investment banking.
Download all 6 skills
One zip, one folder per skill. Free, no signup.
The 6 due diligence Claude skills
Each skill maps to a specific due diligence workstream. Use them in the order you encounter each stage, or load only the skills relevant to your current phase of the deal.
6 Claude skills for private equity due diligence
Skill 1
Deal Sourcing Analysis
Build a structured sourcing brief for any target sector. Maps the opportunity universe across five segments, applies a proprietary sourcing screen, and produces a ranked pipeline with one-line thesis statements per candidate.
Use when: The investment team needs to map a sector, generate a target list, or build a proprietary pipeline thesis before a formal process begins
Output: Sector landscape overview, ranked target list with thesis per candidate, proprietary sourcing angles, adjacency map for bolt-on candidates, 90-day outreach plan
Skill 2
CIM Rapid Screen
Apply a structured risk scorecard to any CIM or executive summary and produce a go/no-go recommendation in minutes. Flags red flags across six categories and scores financial quality, market attractiveness, and risk dimensions on a 1-5 scale.
Use when: An inbound CIM or teaser has arrived and the deal team needs a rapid quality assessment before committing full diligence resources
Output: Opportunity quality scorecard, top 5 red flags with CIM evidence, recommended next action, open questions for the DDQ
Skill 3
Commercial Diligence
Structure and execute a commercial due diligence analysis covering market sizing, customer concentration, competitive positioning, and growth driver validation. Applies both top-down and bottom-up market sizing with cross-checks.
Use when: The deal team needs to test whether the target's market claims, growth projections, and competitive moat are credible and defensible at the investment committee
Output: TAM and SAM sizing with methodology, customer concentration analysis, competitive positioning map, pricing power assessment, revenue growth decomposition, top 3 commercial risks
Skill 4
Quality of Earnings
Run a structured quality of earnings review. Rebuilds the EBITDA bridge from scratch, classifies each add-back as accepted, rejected, or contested, and produces a clean EBITDA estimate with a bear, base, and bull range.
Use when: The deal team has received the target's financial model or management accounts and needs to assess whether the reported adjusted EBITDA is clean, sustainable, and reliable
Output: EBITDA bridge with line-by-line reconstruction, add-back classification register, revenue quality assessment, working capital analysis, cash conversion analysis, clean EBITDA range with key assumptions
Skill 5
Management Assessment
Evaluate the management team against the fund's post-close plan. Profiles leaders across three tiers, assesses track record, functional depth, tenure risk, and cultural fit, and maps succession depth for the three most critical roles.
Use when: The deal team is preparing for management meetings or reviewing organizational data and needs a structured framework to assess leadership capability and succession depth
Output: Leadership profile summary, four-dimension assessment per C-suite member, key-person dependency register, succession depth map, organizational capability gaps, recommended pre-close actions
Skill 6
Legal and Compliance Review
Structure the legal and compliance workstream from first principles. Maps regulatory exposure, flags change-of-control provisions in material contracts, classifies litigation by financial exposure, and produces a prioritized legal risk register for advisor instruction.
Use when: The deal team is beginning the legal workstream and needs a structured framework for reviewing data room documents and instructing legal advisors on priorities
Output: Regulatory risk assessment, material contract summary with change-of-control flags, litigation register with exposure classification, employment compliance assessment, legal risk register ranked by severity
Skills 1-2 cover early-stage opportunity assessment. Skills 3-4 cover the analytical DD workstreams. Skills 5-6 cover the management and legal workstreams that most investment teams underweight in the early stages of diligence.
Setup guide
Download the skills pack
The zip contains all 6 skills, one folder per skill. Each skill is a single SKILL.md file. Unzip it anywhere. Load all six for a full diligence engagement or pull out only the skills relevant to your current workstream.
Create a Claude Project
Go to claude.ai, open the left sidebar, click Projects, then Create Project. Name it after your deal or fund (for example, "Project Falcon DD" or "Fund V Diligence").
Add the skills as Project Knowledge
Inside your project, open Project Knowledge, click Add Content, and upload the .md files. Load the skills relevant to your active diligence workstream. Claude will reference them automatically in every conversation inside that project.
Start using the skills
Open a new conversation inside the project, paste in your source material (teaser, CIM section, management accounts, org chart), and name the skill you want Claude to run.
Tip
Name the skill in your prompt. Phrases like "Use the quality-of-earnings skill to review this EBITDA bridge" or "Run the cim-rapid-screen skill on this executive summary" point Claude at the right framework without ambiguity.
Example prompts
- "Use the deal-sourcing-analysis skill to map the UK veterinary care sector and generate a target list in the £5M-£30M EBITDA range."
- "Run the cim-rapid-screen skill on this executive summary and flag the top five diligence concerns: [paste text]."
- "Use the quality-of-earnings skill to review this EBITDA bridge and validate the add-backs: [paste financials]."
- "Run the management-assessment skill on these leadership bios and flag key-person risks before we structure retention packages."
How to choose a skill
Each skill maps to a specific deal phase need. Match your immediate question to the right skill and load that one into your Claude Project.
The quality bar
Every skill is designed to push Claude toward outputs that would pass scrutiny at an investment committee, not just produce a plausible-sounding analysis. The standard applied is the one a VP or associate director would apply before sharing a diligence memo with a partner.