due-diligence-dataroom

Organize due diligence materials into investor-ready data rooms with gap reports.

4|Updated Mar 21, 2026
One-click install
npx skills add https://github.com/alexhegit/sovereign-IQ --skill due-diligence-dataroom
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: due-diligence-dataroom
Source: https://github.com/alexhegit/sovereign-IQ/tree/main/workspace/skills/due-diligence-dataroom
Command: npx skills add https://github.com/alexhegit/sovereign-IQ --skill due-diligence-dataroom

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Investors and acquirers often require structured due diligence materials, but startups and SMBs lack a consistent, audited, and complete document package, leading to delays, repeated requests, and deal risk.

Core Features & Use Cases

  • Document taxonomy & organization: Creates a standard institutional DD folder structure across corporate, financial, cap table, contracts, IP, HR, legal, technical, and business overview.
  • Gap analysis & readiness scoring: Maps existing documents to the master checklist, flags missing or at-risk items, and computes a readiness score to indicate whether the room is investor-ready.
  • Investor-ready outputs: Produces a clean data room index and a structured gap report (including deal-stopping gaps vs. recommended next steps) for fundraising (SAFE/Series A/B) and M&A (sell-side or buy-side).

Quick Start

Use the due-diligence-dataroom skill to generate a complete DD data room index and a gap report for your company by mapping your current documents into the required folder structure.

Frequently Asked Questions about due-diligence-dataroom

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

FAQPage Schema
How do I build a due diligence data room for fundraising?

To prepare a due diligence data room, map your existing company documents into a standardized folder hierarchy covering corporate, financial, cap table, contracts, IP, HR, and legal categories. This produces a clean data room index and a gap report.

What is a data room readiness score and how is it calculated?

A data room readiness score is calculated by mapping existing documents to a master checklist and flagging missing or at-risk items. This score indicates whether your data room is investor-ready for SAFE, Series A/B, or M&A rounds.

How do I identify missing documents in an M&A data room?

Identify missing documents in an M&A data room by performing a gap analysis that maps existing files against a master checklist. This produces a structured gap report flagging deal-stopping missing items.

Can I audit existing data room folders for sell-side M&A preparation?

Yes, you can audit existing data room folders for sell-side or buy-side M&A preparation. The skill maps your current documents to the required folder structure, detects gaps, and computes a readiness score.

What should be excluded from a due diligence data room?

A due diligence data room must exclude legal advice, risky document escalation, and prohibited use cases. The system enforces these exclusions while generating document summaries and gap reports.

Does the data room checklist work for both SAFE and Series A/B rounds?

Yes, the data room checklist works for both SAFE and Series A/B fundraising rounds, as well as M&A due diligence. It applies category-based mapping and gap detection across all these transaction types.