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AlexZWANG1
AlexZWANG1COMMUNITY
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datapack-builder

Assemble standardized financial data packs from CIMs, SEC filings, and MCP data into Excel workbooks.

Updated Mar 17, 2026
Search Tags:#excel#financial-analysis#data-normalization#due-diligence#datapack#investment-committee#mna
One-click install
npx skills add https://github.com/AlexZWANG1/Prism --skill datapack-builder-alexzwang1
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/AlexZWANG1/Prism/tree/main/financial-services-plugins/investment-banking/skills/datapack-builder
Command: npx skills add https://github.com/AlexZWANG1/Prism --skill datapack-builder-alexzwang1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Builds professional financial data packs from CIMs, offering memorandums, SEC filings, web sources, and MCP servers, extracting, normalizing, and standardizing financial data into ready-to-use Excel workbooks with consistent structure and documented assumptions.

Core Features & Use Cases

  • Extracts data from CIMs, offering memorandums, SEC filings, web sources, and MCP servers to create investment materials.
  • Normalizes and standardizes financial data into a consistent Excel workbook format, with traceable source references and documented assumptions.
  • Use cases include M&A due diligence, private equity analyses, and standardized reporting across portfolio companies.
  • Important: Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.

Quick Start

Construct an Excel-based data pack from CIMs, offering memorandums, SEC filings, and MCP data using the standard templates and normalization rules.

Frequently Asked Questions about datapack-builder

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

FAQPage Schema
How do I build standardized financial data packs for M&A due diligence from multiple source documents?▼

To build standardized financial data packs for M&A due diligence, you can automate the assembly of data from CIMs, SEC filings, and web sources into a templated Excel workbook. This enforces data normalization, consistent structure, and traceable source references for investment committees.

Can I normalize financial data from offering memorandums and SEC filings into a consistent Excel format?▼

Yes, you can normalize financial data from offering memorandums and SEC filings into a consistent Excel workbook format. The process enforces formatting rules and data normalization to ensure standardized presentation with documented assumptions and traceable references.

What is the best way to ensure source traceability and documented assumptions in private equity financial analyses?▼

The best way to ensure source traceability in private equity financial analyses is to use a rule-based workflow that extracts data from CIMs and MCP servers into templated Excel workbooks. This enforces documented assumptions and traceable source references throughout the data pack.

Does this data pack assembly process work with MCP data and external web sources for investment committee reporting?▼

Yes, the data pack assembly process works with MCP data and external web sources for investment committee reporting. It extracts and normalizes information from these varied inputs into standardized Excel workbooks, ensuring data consistency across M&A due diligence and portfolio company reporting.

Do I need a separate Excel skill to create and manipulate the financial data pack workbooks?▼

Yes, you need a dedicated Excel skill to create and manipulate the financial data pack workbooks. The workflow leverages an xlsx-based template for data normalization and presentation, requiring explicit Excel file creation and manipulation throughout the process.

When should I use automated data normalization for portfolio company reporting instead of manual Excel entry?▼

You should use automated data normalization for portfolio company reporting when extracting financial data from varied sources like CIMs and SEC filings into Excel. This rule-based approach prevents manual formatting inconsistencies and enforces traceable assumptions across portfolio companies.

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