investment-folder-organizer

Organize investment documents into an eight-folder dated structure with non-destructive copies.

36|2|Updated May 30, 2026
One-click install
npx skills add https://github.com/latour-ai/skills --skill investment-folder-organizer
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-folder-organizer
Source: https://github.com/latour-ai/skills/tree/main/investment-folder-organizer
Command: npx skills add https://github.com/latour-ai/skills --skill investment-folder-organizer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

When deal teams gather diverse investment documents (pitch decks, CIMs, DDQs, term sheets, and memos), they spend time organizing and naming files consistently. This skill provides a safe, repeatable method to produce a predictable, navigable folder structure while preserving originals.

Core Features & Use Cases

  • Non-destructive: originals are copied into a new organized folder, leaving the source intact.
  • Standardized eight-folder layout and a date-first naming convention that makes it easy to locate and audit documents.
  • Use Case: reorganize a messy diligence folder for a hedge fund, PE buyout, public company, or startup to create a searchable data room.

Quick Start

Point the organizer at a messy investment folder to produce a clean, organized structure in a new folder.

Frequently Asked Questions about investment-folder-organizer

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

FAQPage Schema
How do I organize a messy investment diligence folder into a consistent structure?

Organize investment diligence folders by pointing the organizer at the source directory to produce a clean, eight-folder structure with a non-destructive copy, leaving originals intact.

What is the best way to standardize filenames for deal documents like CIMs and term sheets?

Standardize deal document filenames by reading file contents to classify them, then applying a date-first naming convention that makes it easy to locate and audit investment files.

Can I reorganize a startup data room without modifying or deleting the original files?

Yes, you can reorganize a startup data room safely because the process is non-destructive, copying originals into a new organized folder while preserving the source directory intact.

Does this folder organization approach work for both hedge fund and private equity buyout documents?

Yes, this folder organization approach works for hedge fund and private equity buyout documents, applying a standardized layout to deal folders, diligence packages, and memos.

How are investment files classified when reorganizing a data room?

Investment files are classified using a deterministic workflow that reads both filenames and document contents to sort them into a predictable, navigable eight-folder layout.

What limitations exist when generating an index for auditability in an organized investment folder?

The process generates an index for auditability across copied files, but it requires deterministic filename and content reading, meaning unrecognizable or corrupt files may limit classification accuracy.