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datapack-builder

Extract and organize financial source documents into diligence-ready Excel data packs.

Updated Aug 23, 2026
Search Tags:#excel#data-extraction#due-diligence#financial-data#m&a#datapack#ebitda-adjustments
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill datapack-builder-brianping7
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/investment-banking/datapack-builder
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill datapack-builder-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Converts scattered financial source documents into a validated, presentation-ready data pack that supports sell-side and buy-side due diligence and valuation workflows.

Core Features & Use Cases

  • Source extraction and organization: Pulls historical financial statements, ledgers, sales and customer data, budgets, and operational reports into a standardized directory structure.
  • Validation and reconciliation: Cross-checks profit & loss, balance sheet and cash flow linkages, flags anomalies, and documents adjustments such as normalized EBITDA items.
  • Outputs for diligence: Produces multi-sheet Excel data packs with source references, adjustment schedules, and a concise PDF summary for inclusion in a diligence room or CIM.

Quick Start

Ask the datapack-builder to extract and organize three years of historical financial statements, reconcile P&L to balance sheet and cash flow, and produce a multi-sheet Excel data pack with adjustment detail.

Frequently Asked Questions about datapack-builder

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

FAQPage Schema
How do I build an M&A data pack from historical financial statements?▼

An M&A data pack organizes extracted historical financial statements, ledgers, and operational reports into a validated, diligence-ready format. It cross-checks P&L, balance sheet, and cash flow linkages to flag anomalies and documents normalized EBITDA adjustments for transaction workflows.

Can I normalize EBITDA adjustments and trace them back to source ledgers?▼

Yes, EBITDA adjustments are normalized by cross-checking profit and loss linkages against source ledgers. The workflow flags financial anomalies and documents adjustment schedules with direct source references in the final Excel output.

Does this M&A data extraction process work for both buy-side and sell-side due diligence?▼

Yes, the M&A data extraction process supports both buy-side and sell-side due diligence. It prepares validated appendices from historical statements and operational reports, outputting a multi-sheet Excel data pack and a concise PDF summary for the diligence room.

What is the best way to reconcile income statements, balance sheets, and cash flow tables for a CIM?▼

The best way to reconcile financial tables for a CIM is to extract source documents and validate cross-linkages between the income statement, balance sheet, and cash flow. This produces a presentation-ready data pack with adjustment detail and a concise PDF summary.

What formats are included in the output when preparing a diligence-ready financial data pack?▼

When preparing a diligence-ready financial data pack, the outputs include standardized multi-sheet Excel files containing source references and adjustment schedules, along with a concise PDF summary designed for inclusion in a CIM or diligence room.

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