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datapack-builder

Build standardized Excel financial data packs from unstructured source documents.

17|4|Updated Mar 11, 2026
Search Tags:#xlsx#data-extraction#financial-modeling#data-normalization#due-diligence#excel-automation#investment-banking
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill datapack-builder-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/investment-banking/skills/datapack-builder
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill datapack-builder-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Many financial analyses rely on disparate, inconsistent source documents (CIMs, offering memoranda, SEC filings, web data, or MCP servers) that require manual extraction, reconciliation, and reformatting for investment committee use; datapack-builder automates extraction, normalization, validation, and presentation so teams deliver error-free, traceable Excel workbooks ready for review.

Core Features & Use Cases

  • Source ingestion: Extract financial statements and operating metrics from CIMs, offering memorandums, SEC filings, web search results, or MCP server data and record page- or URL-level citations.
  • Normalization & adjustments: Standardize line items, apply conservative/base/management normalization schedules, and document all adjustments with rationale and sources.
  • Workbook generation: Produce an 8-tab, professionally formatted Excel workbook (Executive Summary, Historical Financials, Balance Sheet, Cash Flow, Operating Metrics, Property/Segment Performance, Market Analysis, Investment Highlights) with formula-based calculations, proper number/date formats, and color/underline conventions.
  • Validation & QA: Enforce balance sheet reconciliation, formula-only derived values, format consistency, and scenario modeling with sensitivity and documentation.
  • Use cases: M&A due diligence data packs, private equity investment committee materials, portfolio company reporting standardization, and sell-side CIM consolidation.

Quick Start

Build a datapack for Acme Corp using the uploaded CIM and SEC filings and deliver a standardized 8-tab Excel workbook with formula-based calculations and source citations.

Frequently Asked Questions about datapack-builder

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

FAQPage Schema
How do I build audit-ready financial data packs from unstructured CIMs and SEC filings?▼

You build audit-ready financial data packs from unstructured CIMs and SEC filings by extracting financial statements, standardizing line items, and generating formula-based Excel workbooks with row-level citations and balance sheet reconciliation.

What is the best way to automate Excel workbook generation for M&A due diligence?▼

The best way to automate Excel workbook generation for M&A due diligence is using a standardized process that extracts operating metrics from offering memorandums and produces an 8-tab workbook with formula-based calculations, validation checks, and source citations.

Can I normalize financial statements from web search results and MCP server data?▼

Yes, you can normalize financial statements from web search results and MCP server data by applying conservative, base, and management normalization schedules while documenting all adjustments with rationale and URL-level citations for audit traceability.

Does this financial modeling approach support balance sheet reconciliation and scenario modeling?▼

Yes, this financial modeling approach enforces balance sheet reconciliation, formula-only derived values, and scenario modeling with sensitivity analysis and validation checks to ensure error-free, traceable Excel workbooks for investment committee review.

What source documents work with Excel automation for private equity investment committee materials?▼

Excel automation for private equity investment committee materials works with CIMs, offering memorandums, SEC filings, web search results, and MCP server data, extracting operating metrics and generating professionally formatted 8-tab workbooks.

How do I ensure formula-based calculations and strict numeric formatting in due diligence Excel workbooks?▼

You ensure formula-based calculations and strict numeric formatting in due diligence Excel workbooks by applying xlsx integration with proper number and date formats, color and underline conventions, and validation checks that enforce formula-only derived values.

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