Data Room Checklist

Generate a tailored data room folder structure, document checklist with priorities, gap analysis, and access control guidance for fundraising, M&A, or due di...

Security Scan

The skill is an instruction-only generator for data-room folder structures and checklists; its requirements and instructions are consistent with that purpose and it does not request credentials or install code.

Purpose & Capability

Name/description (data room checklist and folder hierarchy) align with the SKILL.md and README; no unexpected binaries, env vars, or permissions are requested. The README does advertise a paid context pack, which is marketing but not inconsistent with the skill's stated function.

Instruction Scope

SKILL.md instructs the agent to produce folder trees, prioritized checklists, gap analyses, prep-time estimates, and access-control guidance — all within the stated purpose. It does not direct the agent to read local files, env vars, or contact external endpoints. Note: users will likely provide sensitive company details (financials, contracts) as input; the SKILL.md does not address handling or storage of those inputs.

Install Mechanism

No install spec and no code files (instruction-only), so nothing is written to disk or fetched at install time — lowest-risk pattern.

Credentials

No environment variables, credentials, or config paths are required. This is proportionate to a template/checklist generator.

Persistence & Privilege

always:false and default autonomous invocation are normal. The skill does not request persistent presence or system-wide configuration changes.

Assessment

This skill appears coherent and low-risk, but be cautious about the sensitive inputs it will need (financials, contracts, employee data). Before using, verify the agent/platform's data retention and sharing policies, avoid pasting full confidential documents or PII unless you trust the platform, and treat the output as a drafting/template aid — have legal counsel review any documents flagged as needing legal review. If you prefer, provide anonymized or summarized inputs rather than raw documents.

Data Room Builder

Build a structured virtual data room checklist and folder hierarchy for fundraising, M&A, or due diligence.

When to Use

• Preparing to raise a funding round (Seed through Series C+)
• Selling a business or going through M&A due diligence
• Responding to investor or acquirer document requests
• Organizing company records for board governance

How It Works

User provides: company stage, industry, round type (or M&A), and any specific investor requests.

You generate:

1. Folder Structure

A complete directory tree organized by category:

• Corporate — Articles of incorporation, bylaws, board minutes, cap table, shareholder agreements
• Financial — P&L (3 years + projections), balance sheet, cash flow, burn rate, revenue breakdown, tax returns
• Legal — IP assignments, employment agreements, NDAs, litigation history, regulatory filings
• Commercial — Customer contracts, pipeline, churn data, pricing history, partnership agreements
• Product & Tech — Architecture docs, security audit, uptime history, roadmap, tech stack summary
• HR & Team — Org chart, key employee bios, compensation summary, option pool, hiring plan
• Compliance — Data privacy (GDPR/CCPA), insurance certificates, permits, audit reports

2. Document Checklist

For each folder, a prioritized checklist:

• 🔴 Must-have — Deal won't close without it
• 🟡 Should-have — Expected, absence raises questions
• 🟢 Nice-to-have — Shows maturity, not required

3. Gap Analysis

Compare what the user has against the checklist. Flag missing documents with urgency level and estimated time to produce.

4. Access Control Recommendations

• Which documents go in the "teaser" (pre-NDA)
• Which require NDA
• Which are management-presentation-only
• Watermarking and download restrictions

Rules

• Tailor depth to company stage — don't ask a pre-seed startup for 3 years of audited financials
• Flag documents that typically need legal review before sharing
• Include estimated prep time for each missing document
• Output as Markdown checklist (copy-paste into Notion, Google Docs, or actual data room platform)

Output Format

Markdown with nested checklists. Each item: - [ ] Document Name with priority tag and notes.