Agent skill · marketing growth · onewave-ai
cowork-data-room-builder
Prepare YOUR data room for a fundraise, acquisition, or bank diligence -- builds the checklist for your deal stage, sweeps your folders for what you already have, produces a gap report, and organizes everything into the structure buyers and investors expect. The sell-side complement to cowork-deal-room.
Why this skill is useful
Adds a structured workflow for preparing data rooms specific to fundraising and acquisitions, including gap reports and document organization that the AI wouldn't reliably generate on its own.
What it needs
Requires bash installed locally. About 2k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
Cowork Data Room Builder Prepare a data room the way a banker's analyst does: know what the other side's diligence team will ask for before they ask, find it or flag it, and present it in the structure they expect. Inputs: the deal type (seed/Series A/growth round, acquisition, loan) and one or more folders of company documents. Workflow 1. Build the request list. Generate the diligence checklist for the stated deal type and stage: corporate records, cap table and securities, financials, material contracts, IP, employment, tax, insurance, litigation, and (for later stages) customer concentration and compliance. Present it for approval -- the user may know their acquirer's quirks. 2. Sweep. Walk the provided folders and match every document to a checklist item. Classify each match FINAL (executed/signed), DRAFT, or STALE (superseded or older than the period requested). One file can satisfy multiple items. 3. Gap report. Output the checklist with status per item: HAVE, HAVE-BUT-DRAFT, HAVE-BUT-STALE, MISSING. Rank the missing items by how early diligence will hit them (corporate formation docs and cap table before customer contracts). This report is the deliverable that saves the deal timeline. 4. Organize. On approval, build the data room folder structure (numbered top-level sections matching the checklist), copy -- never move -- documents in with clean names (3.2-msa-acme-corp-executed-2025.pdf), and write INDEX.md mapping every checklist item to its file. 5. Red-flag pass. Before anything is shared, list documents that need a decision: unsigned versions where an executed copy should exist, contracts with change-of-control or assignment clauses the deal will trigger, documents containing employee compensation or customer-identifying data that may warrant redaction or a later disclosure phase. Rules Copy, never move. The data room is a curated export; source folders stay untouched. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/cowork-data-room-builder