analyze-dataroom
CommunityEffortless diligence with red flag analysis on SEC filings
Authorbolnet
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the diligence process for private equity professionals by quickly analyzing SEC filings and surfacing red flags related to customer concentration, going concern, material weakness, goodwill impairment, auditor change, related-party transactions, restatement, and severe risk factors.
Core Features & Use Cases
- SEC Filing Analysis: Rapidly analyze public SEC filings or CIM-shaped documents (10-K, S-1, S-4).
- Flag Identification: Surface eight heuristic flag families with section-level citations.
- Real Public Data: Access real public data via SEC EDGAR without authentication.
- Offline Analysis: Process documents offline with local file input.
- Use Case: A PE professional uses
/analyze-dataroom on SHCto analyze Sotera Health's most recent 10-K and quickly identifies ~49 flags in seconds.
Quick Start
Use the /analyze-dataroom command with the ticker symbol or local HTML file to quickly identify red flags in SEC filings.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: analyze-dataroom Download link: https://github.com/bolnet/private-equity/archive/main.zip#analyze-dataroom Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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