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Timmy6942025
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datapack-builder

Extract, normalize, and standardize financial data into Excel workbooks.

3|Updated May 30, 2026
Search Tags:#financial data#private equity#data pack#Excel workbook#M&A due diligence
One-click install
npx skills add https://github.com/Timmy6942025/open-financial-agents --skill datapack-builder-timmy6942025
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/Timmy6942025/open-financial-agents/tree/main/src/skills/investment-banking/datapack-builder
Command: npx skills add https://github.com/Timmy6942025/open-financial-agents --skill datapack-builder-timmy6942025

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and assets (resource) components.

What problem does it solve?

This Skill streamlines the creation of professional financial data packs, making them ready for investment committee review by extracting, normalizing, and standardizing financial data.

Core Features & Use Cases

  • Data Extraction: Build financial data packs from CIMs, offering memorandums, SEC filings, web search, or MCP servers.
  • Normalization and Standardization: Extract, normalize, and standardize financial data into Excel workbooks with consistent structure and proper formatting.
  • Use Case: Ideal for M&A due diligence, private equity analysis, and standardizing financial reporting across portfolio companies.

Quick Start

Build a financial data pack for a company by using the 'datapack-builder' skill with the source data file 'company-data.zip'.

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 into Excel workbooks for M&A due diligence?▼

To standardize financial data for M&A due diligence, you can use a data pack builder to extract, normalize, and format figures from source documents directly into structured Excel workbooks.

What is the best way to build a financial data pack from a Confidential Information Memorandum (CIM)?▼

Building a financial data pack from a CIM involves extracting raw financial figures, normalizing them into consistent categories, and standardizing the reporting format for private equity analysis.

Can I extract financial reporting data from SEC filings into an Excel workbook?▼

Yes, you can extract financial reporting data from SEC filings, offering memorandums, and web searches to normalize and populate structured Excel workbooks for investment committee review.

Does the data pack builder require Python to process financial data?▼

Yes, the data pack builder utilizes Python for processing and normalizing financial data, while relying on Excel for the creation and formatting of the final investment committee-ready workbooks.

What types of financial sources are supported for private equity data packs?▼

Supported financial sources for private equity data packs include CIMs, offering memorandums, SEC filings, web search results, and MCP servers, allowing comprehensive data extraction and standardization.

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