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datapack-builder

Extract and standardize financial data from CIMs and SEC filings into Excel workbooks.

4|1|Updated Mar 25, 2026
Search Tags:#standardization#excel#financial-modeling#due-diligence#private-equity#capital-markets#data-packs
One-click install
npx skills add https://github.com/pynbj1001/alpha-sense --skill datapack-builder-pynbj1001
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/pynbj1001/alpha-sense/tree/main/.github/skills/fsp-investment-banking-datapack-builder
Command: npx skills add https://github.com/pynbj1001/alpha-sense --skill datapack-builder-pynbj1001

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Extracts and standardizes financial data from CIMs, offering memorandums, SEC filings, and web sources into investment-committee-ready Excel workbooks.

Core Features & Use Cases

  • Automates extraction, normalization, and formatting of financial data into a consistent Excel structure suitable for IC reviews.
  • Supports multiple source types (CIMs, offering memorandums, SEC filings, web search, MCP servers) and outputs standardized workbooks.
  • Enables traceability by linking numbers to source documents and preserving documented assumptions for auditability.

Quick Start

Run the datapack-builder against CIMs or SEC filings to generate a standardized Excel workbook ready for investment committee review.

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 into Excel?▼

Standardized financial data packs are generated by extracting and normalizing figures from CIMs, offering memorandums, and SEC filings into investment-committee-ready Excel workbooks with consistent structure and source-backed traceability.

What is the best way to build traceable data packs for private equity due diligence?▼

Building traceable data packs for private equity due diligence involves linking extracted numbers to source documents and preserving documented assumptions, ensuring auditability and reproducibility for investment committee reporting.

Can I automate financial modeling workbook creation from multiple portfolio companies?▼

Automating financial modeling workbook creation from multiple portfolio companies is supported by handling due diligence, packaging, and reporting workflows to output standardized Excel files for private equity and asset management.

Does the standardized Excel output use formula-based calculations for investment committee review?▼

The standardized Excel output enforces formula-based calculations and source-backed numbers to satisfy investment committee requirements for traceability, formatting, and reproducibility across multiple financial data sources.

When do I need to standardize financial data from offering memorandums and web sources?▼

Standardizing financial data from offering memorandums and web sources is needed when preparing investment-committee-ready Excel workbooks that require consistent formatting, normalized figures, and documented assumptions for auditability.

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