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datapack-builder

Aggregate and normalize financial data from CIMs, SEC filings, and MCP servers into Excel workbooks.

Updated May 6, 2026
Search Tags:#excel#financial-modeling#data-normalization#due-diligence#investment-banking#datapack#datapacks
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill datapack-builder-nvmohinani
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/vertical-plugins/investment-banking/skills/datapack-builder
Command: npx skills add https://github.com/nvmohinani/financial_services --skill datapack-builder-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the creation of standardized, investment-grade data packs by aggregating financial data from CIMs, offering memorandums, SEC filings, web search results, or MCP servers, then normalizing and formatting it for executive review.

Core Features & Use Cases

  • Consolidates data from multiple sources into a single, reusable Excel workbook.
  • Applies strict normalization rules and documented assumptions to ensure comparability.
  • Provides traceability by connecting every figure to its source document for auditability and compliance.
  • Use Case: A private equity diligence team assembles a 3-year data pack from CIMs, memos, and SEC filings to feed a standardized investment committee presentation.

Quick Start

Generate a ready-to-use datapack by aggregating and normalizing data from CIMs, offering memorandums, SEC filings, web search results, and MCP servers into a standardized Excel workbook.

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 from CIMs and SEC filings in Excel?▼

You can build standardized financial data packs by aggregating figures from CIMs, offering memorandums, and SEC filings, then normalizing them into a single Excel workbook with documented assumptions and traceability.

What is data normalization in investment banking due diligence workflows?▼

Data normalization in due diligence ensures comparability across financial figures from multiple sources by applying consistent formatting, documented assumptions, and strict traceability to source documents within an Excel workbook.

Can I consolidate financial data from an MCP server into an Excel workbook for private equity?▼

Yes, you can consolidate financial data from MCP servers, web search results, and SEC filings into a reusable Excel workbook, applying strict normalization rules for private equity diligence and committee presentations.

What's the best way to ensure traceability to source documents in a financial model?▼

The best way to ensure traceability is to connect every financial figure directly to its source document, such as a CIM or SEC filing, within the Excel workbook to maintain auditability and compliance.

Do I need MCP servers to create an investment committee pack from offering memorandums?▼

No, you do not need MCP servers; investment committee packs can be assembled from local offering memorandums, SEC filings, and web search results, though MCP servers are supported as an optional data source.

Does the datapack builder output formula-driven calculations for asset management reporting?▼

Yes, the datapack builder outputs Excel-based workbooks featuring formula-driven calculations and documented assumptions, providing standardized reporting suitable for asset management workflows.

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