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datapack-builder

Create standardized Excel data packs from CIMs, SEC filings, and MCP data.

3|Updated Mar 18, 2026
Search Tags:#financial-modeling#data-normalization#due-diligence#cim#sec-filings#datapack#excel-workbook
One-click install
npx skills add https://github.com/matparang/AutoJaga --skill datapack-builder-matparang
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/matparang/AutoJaga/tree/main/legacy/jagabot/skills/ib-datapack-builder
Command: npx skills add https://github.com/matparang/AutoJaga --skill datapack-builder-matparang

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the creation of standardized financial data packs from multiple sources (CIMs, offering memorandums, SEC filings, and MCP data), reducing manual consolidation and the risk of inconsistencies.

Core Features & Use Cases

  • Ingest and unify data from CIMs, offering memorandums, SEC filings, and MCP servers into a single Excel workbook.
  • Normalize and standardize figures with traceable source references for diligence and auditability.
  • Generate investment-committee-ready outputs with consistent formatting and documented assumptions.
  • Use Case: Private equity due diligence, investment committee materials, and cross-portfolio reporting.

Quick Start

Import CIMs, offering memorandums, SEC filings, or MCP data, then generate a standardized Excel data pack.

Frequently Asked Questions about datapack-builder

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

FAQPage Schema
How do I build a financial data pack from a CIM and SEC filings?▼

You can build a financial data pack by importing CIMs, offering memorandums, and SEC filings to automatically extract, normalize, and consolidate data into a standardized Excel workbook with traceable source references.

What is the best way to normalize financial data for private equity due diligence?▼

Normalizing financial data for private equity due diligence is best handled by consolidating multiple source documents into consistent Excel workbooks, standardizing figures with documented assumptions and traceable source references for auditability.

Can I consolidate offering memorandums and MCP data into a single Excel workbook?▼

Yes, you can consolidate offering memorandums, CIMs, SEC filings, and MCP data into a single standardized Excel workbook, applying consistent formatting and data normalization for investment committee reporting.

Does the financial data pack output support traceability for auditability?▼

Traceability for auditability is fully supported, as the standardized Excel workbook output documents assumptions and includes traceable source references extracted directly from the original CIMs and SEC filings.

How do I generate investment committee ready Excel workbooks from source documents?▼

To generate investment committee ready Excel workbooks, ingest your source documents and apply automated data extraction, normalization, formatting, and assumption documentation to produce standardized outputs.

Are there limitations when automating CIM data extraction for financial modeling?▼

A key limitation of automating CIM data extraction for financial modeling is the strict requirement for an xlsx workflow output, meaning all consolidated data packs are generated exclusively as Excel workbooks rather than other formats.

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