cowork-data-room-builder

Solid

Prepare YOUR data room for a fundraise, acquisition, or bank diligence -- builds the checklist for your deal stage, sweeps your folders for what you already have, produces a gap report, and organizes everything into the structure buyers and investors expect. The sell-side complement to cowork-deal-room.

AI & Automation 229 stars 38 forks Updated 1 weeks ago MIT

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Quality Score: 89/100

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Issue Health 10%
80
License 10%
100
Description 5%
100

Skill Content

# Cowork Data Room Builder Prepare a data room the way a banker's analyst does: know what the other side's diligence team will ask for before they ask, find it or flag it, and present it in the structure they expect. Inputs: the deal type (seed/Series A/growth round, acquisition, loan) and one or more folders of company documents. ## Workflow 1. **Build the request list.** Generate the diligence checklist for the stated deal type and stage: corporate records, cap table and securities, financials, material contracts, IP, employment, tax, insurance, litigation, and (for later stages) customer concentration and compliance. Present it for approval -- the user may know their acquirer's quirks. 2. **Sweep.** Walk the provided folders and match every document to a checklist item. Classify each match `FINAL` (executed/signed), `DRAFT`, or `STALE` (superseded or older than the period requested). One file can satisfy multiple items. 3. **Gap report.** Output the checklist with status per item: `HAVE`, `HAVE-BUT-DRAFT`, `HAVE-BUT-STALE`, `MISSING`. Rank the missing items by how early diligence will hit them (corporate formation docs and cap table before customer contracts). This report is the deliverable that saves the deal timeline. 4. **Organize.** On approval, build the data room folder structure (numbered top-level sections matching the checklist), copy -- never move -- documents in with clean names (`3.2-msa-acme-corp-executed-2025.pdf`), and write `INDEX.md` mapping every check...

Details

Author
OneWave-AI
Repository
OneWave-AI/claude-skills
Created
9 months ago
Last Updated
1 weeks ago
Language
N/A
License
MIT

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