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datapack-builder

Builds financial data packs from CIMs, SEC filings, and web sources into Excel workbooks with standardized formatting and an 8-tab structure.

145|36|Updated Feb 26, 2026
Search Tags:#financial modeling#due diligence#excel automation#private equity#investment banking#data pack
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill datapack-builder-w95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/datapack-builder
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill datapack-builder-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires xlsx, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of standardized, professional financial data packs from disparate sources, ensuring accuracy and consistency for investment decisions.

Core Features & Use Cases

  • Data Extraction & Normalization: Extracts financial and operational data from various sources (CIMs, SEC filings, web, etc.) and standardizes it.
  • Automated Workbook Generation: Builds structured Excel workbooks with predefined tabs, formatting, and formulas.
  • Use Case: A private equity analyst needs to build an investment committee-ready data pack for a target company. They can use this Skill to process the company's CIM and historical financials, generating a clean, well-formatted Excel file with all necessary tabs and calculations.

Quick Start

Use the datapack-builder skill to create a financial data pack from the provided company documents.

Frequently Asked Questions about datapack-builder

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

FAQPage Schema
How do I build an investment committee-ready data pack from a CIM and SEC filings?▼

The datapack-builder extracts financial and operational data from sources like CIMs and SEC filings, normalizing it into a standardized 8-tab Excel workbook with consistent formatting and documented assumptions for investment committee review.

What is the standard structure for private equity due diligence Excel workbooks?▼

For private equity due diligence, a standardized 8-tab Excel structure organizes M&A analysis with strict formatting rules for currency, numbers, and percentages, ensuring consistent investment committee materials.

Can I automate financial data extraction from offering memorandums into Excel?▼

Yes, you can automate financial data extraction from offering memorandums by processing the documents to extract, normalize, and standardize data directly into structured Excel workbooks.

Does this data pack builder work with web search or MCP servers for financial modeling?▼

The data pack builder works with web search and MCP servers, extracting and standardizing financial data from these diverse sources alongside CIMs and SEC filings to support financial modeling workflows.

How are currency, percentages, and numbers formatted in generated investment banking data packs?▼

In generated investment banking data packs, currency, percentages, and numbers are formatted according to strict rules using the xlsx dependency, ensuring consistent and professional Excel workbook presentation.

What sources can I use to normalize financial data for M&A due diligence?▼

You can normalize financial data for M&A due diligence from diverse sources including CIMs, offering memorandums, SEC filings, web search results, and MCP servers.

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