skills.rest
executiveusa
executiveusaCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

datapack-builder

Build standardized Excel data packs from financial documents and MCP sources.

1|Updated May 16, 2026
Search Tags:#financial data#due diligence#data normalization#investment banking#excel workbook#adjusted ebitda#ic reporting
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill datapack-builder-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/investment-banking/skills/datapack-builder
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill datapack-builder-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It turns messy, source-specific financial and operating data into a clean, investment committee-ready Excel workbook with consistent structure, formatting, and traceable assumptions—so analysts and bankers stop spending hours normalizing spreadsheets and start focusing on diligence.

Core Features & Use Cases

  • Data extraction from multiple inputs: Converts CIMs, offering memorandums, SEC filings, web search outputs, or MCP server data into structured financial statements and supporting tables.
  • Normalization + accounting-consistent modeling: Standardizes line items, applies defined accounting/adjustment logic (including Adjusted EBITDA when needed), and enforces integrity rules like formula-based totals and balanced sheets.
  • Professional Excel output: Produces an 8-tab, executive-ready workbook (Executive Summary through Investment Highlights) with strict formatting standards and formula-driven calculations.

Quick Start

Use the datapack-builder workflow to create an investment committee data pack by extracting the company’s historical financial statements and operating KPIs from the provided documents, then generating a standardized Excel workbook with formula-based totals and traceable assumptions.

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 investment committee data pack from unstructured financial documents?▼

Build an IC data pack by extracting financial and operational data from CIMs, SEC filings, or offering memorandums, then normalizing it into a standardized 8-tab Excel workbook with formula-driven calculations. The output enforces traceability to source and strict accounting formatting rules for M&A due diligence.

What is the best way to normalize financial data for M&A due diligence?▼

Normalize financial data for M&A due diligence by standardizing line items from source documents and applying defined accounting logic, including Adjusted EBITDA. This process enforces integrity rules like formula-based totals and balanced sheets to ensure consistent presentation across investment committee materials.

Can I generate a standardized Excel workbook directly from an offering memorandum?▼

Generate a standardized Excel workbook directly from an offering memorandum by extracting the embedded financial statements and operating KPIs. The data is structured into an 8-tab executive-ready format with validated balances, formula-based totals, and traceable assumptions.

Does this approach support Adjusted EBITDA calculations and traceable assumptions?▼

Adjusted EBITDA calculations and traceable assumptions are fully supported during data normalization. The workflow applies defined accounting and adjustment logic, enforcing formula-based calculations that maintain validated balances and strict traceability to the original source documents.

How do I format private equity analysis data into an executive-ready workbook?▼

Format private equity analysis data into an executive-ready workbook by structuring extracted historical financials and KPIs into a consistent 8-tab layout. This enforces strict presentation formatting, formula-driven calculations, and traceable assumptions from the Executive Summary through Investment Highlights tabs.

What are the limitations of automating IC reporting from SEC filings?▼

Automating IC reporting from SEC filings requires accurate data extraction from source-specific formats, and limitations arise if the source data lacks clear operational KPIs or structured financial statements. The process enforces integrity rules but depends on the completeness of the underlying CIM or filing data.

Related Skills

Explore More Finance & Accounting Skills→
w95w95
145

CIM Builder

Structure and draft a Confidential Information Memorandum for sell-side M&A processes.

Community
Intermediate
icyzhicyzh
1

lbo-model

Generate dynamic LBO Excel workbooks with Python and openpyxl.

Community
Advanced
semaes111semaes111

bright-data-mcp

Automate web data retrieval and extraction from structured platforms via Bright Data MCP.

Community
Advanced
w95w95
145

datapack-builder

Builds financial data packs from CIMs, SEC filings, and web sources into Excel workbooks with standardized formatting and an 8-tab structure.

Community
Advanced