M&A Skills for Perplexity and Claude
With the widespread use of AI platforms like Claude and Perplexity and the ability to add skills to these tools, you should make use of any available M&A Skill for these platforms.
So, i created skills with all of my knowledge for Claude and Perplexity.
Target capabilities automatically analyzed
All relevant information is captured and evaluated.
A complete HR Due Diligence workstream for M&A transactions — buy-side or sell-side. Delivered by an experienced M&A HR expert using a structured, automation-supported process.
What you get:
HR Due Diligence Report covering organizational structure, employment conditions, compensation, benefits, pension, HR operations, key person risks, and culture
HR Risk Register with probability, EUR impact, traffic-light rating, and mitigation actions
Quantified impact on the deal model (one-off and recurring HR cost adjustments)
Draft HR Integration Plan (Day 1, First 100 Days, Steady State)
Draft HR Onboarding Plan and HR Training Plan
Normalized HR Cost Model including retention and benefit harmonization costs
Executive-ready 15–20 slide HR DD Results Presentation for Investment Committee
Scope covered:
Headcount, org structure, short-time work, hiring and attrition
Employment contracts: notice periods, non-competes, change-in-control clauses
Compensation: base, variable, sales commissions, LTI / stock options
Benefits and occupational pension: DB/DC, funding status, underfunding exposure
Co-determination: works councils, unions, mandatory consultations
HR systems and process maturity (payroll, HRIS, performance, recruiting)
Key person risk, succession depth, retention package sizing
Cultural compatibility assessment as a quantified M&A risk
Best practices applied: holistic value creation (not just risk), cross-functional alignment with Legal, Finance, and Tax DD, embedded cultural DD, early escalation of deal-breakers, and a formal data room request list for full auditability.
Ideal for: corporate development teams, PE deal teams, and strategic acquirers running transactions in the DACH region and internationally.
GTM Due Diligence Skill
Assess the target’s commercial engine with decision-grade clarity before signing, during confirmatory diligence, and into integration planning. This skill analyzes markets, segments, customers, channels, pricing, retention, revenue quality, and GTM fit with the buyer, then converts findings into a quantified risk profile and draft integration actions.
Go-to-market due diligence assesses whether a target can acquire customers, scale revenue, and meet buyer growth goals. Core areas: market sizing/segmentation; competitive positioning, differentiation, and pricing; customer/channel analysis (CAC, retention, LTV, sales motion); product-market fit, roadmap, and monetization; GTM economics modeling (CAC, payback, margins, unit economics); sales/marketing capabilities (org, processes, pipeline, KPIs); and integration readiness (culture, systems, operations). Effective GTM diligence blends quantitative models and operational diagnostics to reveal realistic revenue scenarios, key risks, and value-creation levers.
This is an annual subscription with updates, so you always have the latest and greatest.
IT Due Diligence skill
Revolutionize your IT due diligence with our sophisticated and intelligent skill designed for precision and efficiency with Claude or Perplexity.
Upload the skill to Claude or Perplexity
Streamline complex IT due diligence processes with ease.
Ensure accurate assessments and informed decision-making with sophisticated tools.
Transform your IT due diligence process with tools that offer clarity and efficiency, giving you the confidence to make strategic business decisions.
Revolutionize your IT due diligence with our sophisticated and intelligent skill designed for precision and efficiency with Claude or Perplexity.
Upload the skill to Claude or Perplexity
Streamline complex IT due diligence processes with ease.
Ensure accurate assessments and informed decision-making with sophisticated tools.
Transform your IT due diligence process with tools that offer clarity and efficiency, giving you the confidence to make strategic business decisions.
This is an annual subscription with updates, so you always have the latest and greatest.
stay tuned for more AI skills, added on a weekly basis