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datapack-builder

Extract and normalize financial data into standardized Excel data packs.

1|Updated Mar 9, 2026
Search Tags:#mcp#excel#data-normalization#due-diligence#financial-data#investment-reporting#datapack
One-click install
npx skills add https://github.com/kiryteo/opencode-setup --skill datapack-builder-kiryteo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/datapack-builder
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill datapack-builder-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Build professional, standardized data packs from CIMs, offering memorandums, SEC filings, web search results, and MCP servers to accelerate due diligence and investment committee reporting.

Core Features & Use Cases

  • Extract, normalize, and standardize financial data into an Excel workbook with consistent structure and documented assumptions.
  • Support sources including CIMs, offering memorandums, SEC filings, and MCP data for private equity and investment banking workflows.
  • Generate portfolio-company data packs ready for investment committee review, with audit-ready traceability and formatting.

Quick Start

Create a ready-to-deliver Excel data pack by extracting, normalizing, and formatting sources like CIMs and SEC filings.

Frequently Asked Questions about datapack-builder

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

FAQPage Schema
How do I standardize financial data from CIMs and SEC filings for investment committee reporting?▼

You can standardize financial data by extracting and normalizing sources like CIMs, offering memorandums, and SEC filings into a structured Excel workbook. This process ensures consistent structure, documented assumptions, and audit-ready traceability for due diligence and portfolio reporting.

What is financial data normalization for private equity due diligence?▼

Financial data normalization for private equity due diligence is the process of transforming diverse financial data sources into a consistent, comparable structure. It involves extracting data from CIMs and filings, documenting assumptions, and formatting it into an audit-ready Excel workbook for investment committee review.

Can I use MCP server data to build Excel data packs for portfolio analysis?▼

Yes, you can use MCP server data to build Excel data packs for portfolio analysis. The workflow supports extracting and normalizing data from MCP servers alongside CIMs and SEC filings, generating standardized Excel workbooks with formula-based calculations and audit trails for investment reporting.

How do I automate building investment data packs from offering memorandums?▼

You can automate building investment data packs from offering memorandums by applying a workflow that extracts, normalizes, and rigorously formats the financial data into Excel. This generates a portfolio-company data pack ready for investment committee review with traceable audit trails and documented assumptions.

Does the financial data normalization process support audit trails and formula-based calculations in Excel?▼

Yes, the financial data normalization process supports audit trails and formula-based calculations in Excel. It requires an Excel-based workflow that maintains consistent structure, traceability, and documentation of assumptions to ensure the resulting investment data packs are audit-ready.

What's the best way to prepare financial data packs for investment committee review?▼

The best way to prepare financial data packs for investment committee review is to automate the transformation of diverse financial sources into a standardized Excel workbook. This approach applies extraction and normalization to CIMs and filings, ensuring rigorous formatting, documented assumptions, and audit-ready traceability.

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