← ClaudeAtlas

data-roomlisted

Prepare investor data room documents, due diligence responses, and fundraising materials. Use when preparing for investor conversations, responding to due diligence questions, or building the formal data room. Trigger when the user says "data room", "due diligence", "DD response", "investor materials", or asks to prepare documents for investors.
mishahanin/heading-os · ★ 11 · AI & Automation · score 78
Install: claude install-skill mishahanin/heading-os
# Data Room - Investor Due Diligence & Fundraising Preparation Prepare structured documents for investor data rooms, respond to due diligence questions, and build fundraising materials. ## Variables type: overview | financial-summary | market-analysis | team-overview | technology-brief | competitive-landscape | dd-response | full-room question: [For dd-response: paste the specific due diligence question or questionnaire] investor_type: strategic | vc | sovereign | pe — default: strategic stage: pre-meeting | diligence | term-sheet --- ## Instructions Before preparing, read ALL relevant files: - `context/business-info.md` — Company structure, product, partners, team - `context/current-data.md` — Metrics, milestones, timelines, market data - `context/strategy.md` — Strategic arc, go-to-market, valuation path - `context/pipeline.md` — Active deals and investor conversations - `reference/billion-growth-playbook.md` — Valuation mechanics, growth model, target-valuation path - `reference/dpi-market-intelligence.md` — Market size, competitive landscape - `reference/geopolitical-landscape.md` — Regional dynamics supporting the thesis - `datastore/INDEX.md` — If the document contains specific facts or numbers, validate against source documents --- ## Document Types ### Company Overview (2-3 pages) Executive summary for the data room front page: - Company mission and founding story (December 2024, incumbent vacuum, strategic investor) - Product: ODUN.ONE platform - what it