diligence-gaps

Scan a file list against the IDV Due Diligence Checklist to identify missing materials.

Updated Apr 28, 2026

Search Tags:#checklist #document review #data room #cap table #investor readiness #diligence #SAFE/CN

Ready to run

npx skills add https://github.com/atomicobject/idv-agents --skill diligence-gaps

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: diligence-gaps
Source: https://github.com/atomicobject/idv-agents/tree/main/skills/diligence-gaps
Command: npx skills add https://github.com/atomicobject/idv-agents --skill diligence-gaps

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It helps founders quickly identify what’s missing (or insufficiently supported) in their data room so investors can diligence faster and with more confidence.

Core Features & Use Cases

Checklist-based scanning across all four sections: Compares the user’s provided materials snapshot against IDV’s Due Diligence Checklist for Business Overview, Financials, Fundraising, and Corporate and Legal Docs.
Stage-aware severity tagging: Labels missing items with [BLOCKER], [TYPICAL FOR STAGE], or [NICE TO HAVE] based on the founder’s stated stage and context.
Verbatim checklist fidelity: Uses IDV’s exact checklist wording for item names and pulls guidance from diligence playbook references to keep outputs consistent with IDV’s process.
Optional cross-document numerical consistency checks: When the user provides document contents, flags only numerical fact divergences (e.g., deck vs model figures) and recommends reconciliation.
Investor-probing preview: Surfaces Page 2 categories of what IDV will evaluate during diligence so founders can prepare narratives and supporting evidence.

Quick Start

Scan your data room by telling the skill your company stage and pasting an ls-style file list of what you have ready to share.

Frequently Asked Questions about diligence-gaps

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

FAQPage Schema

How do I check my data room for missing documents before investor diligence?▼

Data room readiness requires providing your company stage and a file list of your shared materials. The Skill compares your snapshot against the IDV Due Diligence Checklist, tagging missing items as [BLOCKER], [TYPICAL FOR STAGE], or [NICE TO HAVE] based on your stage.

What is included in an investor data room checklist for startups?▼

The IDV Due Diligence Checklist covers Business Overview, Financials, Fundraising, and Corporate and Legal Docs. The Skill uses this exact checklist wording to scan your data room, surfacing Page 2 categories so you can prepare narratives and supporting evidence for investors.

Can I cross-check numbers between my pitch deck and financial model for consistency?▼

Yes, you can perform numerical cross-document consistency checks by providing document contents. The Skill flags numerical fact divergences, such as deck versus model figures, and recommends reconciliation to ensure your financial data matches across materials.

How do I know which missing data room documents are critical for my funding stage?▼

Missing items are labeled [BLOCKER], [TYPICAL FOR STAGE], or [NICE TO HAVE] based on your mandatory stage input. This stage-aware severity tagging helps you prioritize fixing critical data room gaps before sharing materials with investors.

Does this diligence gap scan require uploading the actual files from my data room?▼

No, the scan only requires an ls-style file list of your data room and your company stage to find gaps. Uploading actual document contents is optional and only needed if you want numerical cross-document consistency checks between materials.