data-room

Generate tailored data room checklists and folder structures from startup context.

285|39|Updated Mar 16, 2026

Search Tags:#fundraising #investor #due-diligence #startup-context #cap-table #data-room #corporate-documents

Ready to run

npx skills add https://github.com/shawnpang/startup-founder-skills --skill data-room

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: data-room
Source: https://github.com/shawnpang/startup-founder-skills/tree/main/skills/data-room
Command: npx skills add https://github.com/shawnpang/startup-founder-skills --skill data-room

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Data Room helps founders assemble and tailor due diligence materials for fundraising by organizing documents, checklists, and readiness status to shorten investor cycles.

Core Features & Use Cases

Master due diligence framework: generate stage-appropriate checklists (corporate documents, financials, cap table, contracts) and mark items as Exists / Needs Update / Needs Creation / Not Applicable.
Proactive and reactive DD: prep data rooms before outreach or respond to investor requests after meetings, with startup-context-driven scope.
Audit & templating: review materials for completeness, create drafts (financial summary, KPI dashboards, org chart) and provide a ready folder structure.

Quick Start

Generate a stage-appropriate data room checklist using the current startup-context and existing documents.

Frequently Asked Questions about data-room

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I organize due diligence materials for fundraising before investor outreach?▼

A data room checklist covers corporate documents, financials, cap table, and contracts. It marks each item as Exists, Needs Update, Needs Creation, or Not Applicable, creating a comprehensive readiness framework that shortens investor due diligence cycles.

Can I generate a data room checklist from my existing corporate documents and cap table?▼

Yes, you can generate a tailored data room checklist from your startup-context and existing corporate documents. The system applies a master due diligence framework to assess readiness and identify missing financials, cap table details, or contract records.

What is the best way to prepare a data room after an investor meeting?▼

The best way to prepare a post-meeting data room is using a reactive DD approach that aligns your startup-context with investor requests. It audits existing materials, drafts missing items like financial summaries or KPI dashboards, and packages them into an organized folder structure.

Does this data room workflow support drafting missing items like financial summaries and KPI dashboards?▼

Yes, the data room workflow supports drafting missing items by auditing your materials for completeness. It creates drafts for financial summaries, KPI dashboards, and org charts, providing a ready folder structure that satisfies comprehensive lender and investor due diligence requirements.

How do I track data room readiness status across multiple due diligence categories?▼

Track data room readiness by applying a master due diligence framework that evaluates corporate documents, financials, cap table, and contracts. The system marks each checklist item as Exists, Needs Update, Needs Creation, or Not Applicable to ensure complete end-to-end organization.