justin/pm-claude-skills

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mohitagw15856 036511ab3e Windsurf + Aider targets, MCP server, and demo placement (#33 )

Broadens both reach (more tools) and content types (an MCP server), continuing
the multi-platform story.

Windsurf + Aider:
- build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules,
  trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`).
  Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider).
- install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider ->
  .aider/skills with a --read hint); generated README index is excluded from copies.
- One-line windsurf-install.sh / aider-install.sh wrappers for parity.

MCP server (new content type):
- mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills,
  search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp).
  Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents
  client config.

Also: README hero "See it in action" demo placement (ready to swap in a GIF;
recording guide in web/docs-assets/README.md), Works-With table + exports +
install docs updated, CHANGELOG Unreleased. package.json files/bin updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>

2026-06-17 23:15:38 +01:00

3.9 KiB

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trigger, description

trigger	description
model_decision	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.

Financial Due Diligence Skill

Produces a structured financial due diligence framework — document request list and analytical questions — for any investment, acquisition, or significant commercial relationship.

Required Inputs

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 — e.g. revenue recognition, customer concentration)

Output Structure

1. Document Request List

Financial Statements

Audited accounts for last 3 years
Management accounts for current year (monthly)
Board-approved budget and latest reforecast
3-year financial model with assumptions

Revenue

Revenue by customer (top 20, % of total)
Revenue by product/segment
Contracted vs recurring vs one-off breakdown
Churn and renewal data

Costs

Cost of sales breakdown
Headcount by department with compensation detail
Top 10 supplier contracts

Cash and Debt

Bank statements (12 months)
Debt schedule with covenants and maturity
Working capital analysis

Tax

Last 3 years tax returns
Any open enquiries
R&D tax credit claims

2. Key Analytical Questions

Revenue quality: Is revenue growing organically? What % is truly recurring? Customer concentration risk?

Margin analysis: Gross margin trend over 3 years? One-off items inflating EBITDA? Normalised EBITDA?

Cash conversion: Does profit convert to cash? Cash conversion cycle? Working capital red flags?

Debt and liabilities: Net debt position? Contingent liabilities? Covenant headroom?

3. Red Flags Checklist

Revenue concentration over 30% in one customer
Declining gross margins without explanation
EBITDA-to-cash conversion below 70%
Auditor qualifications or emphasis of matter
Related party transactions not at arm length
Aggressive revenue recognition
Growing debtor days with no explanation

4. Summary Output Template

Revenue quality: [Assessment]
Margin sustainability: [Assessment]
Cash generation: [Assessment]
Balance sheet risk: [Assessment]
Overall: Green Strong / Amber Acceptable / Red Material concerns

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
Disclaimer that this is a framework and does not substitute for qualified financial or legal advice

Anti-Patterns

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

Example Trigger Phrases

"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"